BotPenguin Resource Centre
What's NewDashboard
  • 🏠Introduction
  • 📒BotPenguin Resource Centre
    • 🏃‍♂️How BotPenguin works?
      • Onboarding
      • Create new chatbot
        • Website Chatbot
        • Landing Page Chatbot
        • WhatsApp Chatbot
        • Instagram Chatbot
        • Facebook Chatbot
        • Telegram Chatbot
        • Microsoft Teams Bot
        • Make Your Live Chat Chatbot
      • Edit Your Chat Flow
        • Multiple flows(Redirect component)
        • Components In Chatflow
          • Request Information
          • Send Information
          • Trigger Actions
        • Email Validation
      • Pre-Built Chatbot Templates
      • Train Your AI Chatbot
        • Website
        • File Upload
        • Google Sheets
        • FAQs
        • Unanswered Questions
        • Other Sources
      • Install your Chatbot
        • Install your Website Chatbot
        • Install Website Chatbot on Custom Build Website
        • Install Website Bot on WordPress
        • Install Website Chatbot on Wix
        • Install Website Chatbot on Squarespace
        • Widget Installation
      • Automation
        • Widget
        • WhatsApp Template Setup
        • WhatsApp Catalog Setup
        • WhatsApp Flows (Forms) Setup
        • WhatsApp Broadcast Setup
        • WhatsApp Drip Campaigns Setup
        • Facebook Auto-Reply Feature
        • Instagram Auto-Replies
        • Instagram Automation
          • Instagram Broadcast
      • Bot Settings
        • Website Chatbot Settings
          • Design
            • Customize Landing Page Bot
          • General
          • Alerts
          • Triggers
          • User Access
          • Chat Window
            • Transfer Chat to WhatsApp Functionality
          • AI settings
            • Configuring Chatbot Scenarios
        • WhatApp Chatbot Settings
          • General
          • Triggers
          • Alerts
          • API Key
          • WhatsApp Profile
          • AI settings
            • Configuring Chatbot Scenarios
        • Telegram Chatbot Settings
          • General
          • Telegram Profile
          • AI settings
        • Instagram Chatbot Settings
          • General
          • AI settings
            • Configuring Chatbot Scenarios
        • Facebook Chatbot Settings
          • General
          • AI settings
            • Configuring Chatbot Scenarios
        • Chatbot Persona
        • Creating Custom Instructions
        • How to configure and use AI Assistants
      • 3rd Party Apps Integrations
        • ChatGPT
        • BotPenguin Integrations
          • Integrate BotPenguin with Acuity Scheduling
          • Integrate BotPenguin with Microsoft Teams
          • Integrate BotPenguin with WooCommerce
          • Integrate BotPenguin with Autopilot
          • Integrate BotPenguin with Firmao CRM
          • Integrate BotPenguin with Capsule CRM
          • Integrate BotPenguin with Facebook Pixels
          • Integrate BotPenguin with Elevio CRM
          • Integrate BotPenguin with Close CRM
          • Integrate BotPenguin with CalendarHero CRM
          • Integrate BotPenguin with Extraaedge CRM
          • Integrate BotPenguin with Infobip CRM
          • Integrate BotPenguin with Google Sheets
          • Integrate BotPenguin with Google Calendar
          • Integrate BotPenguin with Google Task
          • Integrate BotPenguin with Google Gemini
          • Integrate BotPenguin with HelpShift CRM
          • Integrate BotPenguin with Zendesk CRM
          • Integrate BotPenguin with LeadSquared CRM
          • Integrate BotPenguin with Zoho Desk
          • Integrate BotPenguin with SupportBee CRM
          • Integrate BotPenguin with Wealthbox CRM
          • Integrate BotPenguin with Brevo (formally SendInBlue)
          • Integrate BotPenguin with Apptivo CRM
          • Integrate BotPenguin with Freshdesk CRM
          • Integrate BotPenguin with Help Desk CRM
          • Integrate BotPenguin with Helpcrunch CRM
          • Integrate BotPenguin with Jira CRM
          • Integrate BotPenguin with KarmaCRM
          • Integrate BotPenguin with LiveAgent CRM
          • Integrate BotPenguin with NetHunt CRM
          • Integrate BotPenguin with Plivo CRM
          • Integrate BotPenguin with Recurly CRM
          • Integrate BotPenguin with Shipway CRM
          • Integrate BotPenguin with TeamGate CRM
          • Integrate BotPenguin with Zoho Projects
          • Integrate BotPenguin with Zoho CRM
          • Integrate BotPenguin with Google Drive
          • Integrate BotPenguin with Agile CRM
          • Integrate BotPenguin with Pipedrive
          • Integrate BotPenguin with Drip CRM
          • Integrate BotPenguin with GetResponse
          • Integrate BotPenguin with Groove
          • Integrate BotPenguin with Helpdocs
          • Integrate BotPenguin with Bitrix24
          • Integrate BotPenguin with Freshworks CRM
          • Integrate BotPenguin with Insightly CRM
          • Integrate BotPenguin with Nimble CRM
          • Integrate BotPenguin with Nutshell CRM:-
          • Integrate BotPenguin with OntraPort CRM
          • Integrate BotPenguin with HubSpot
          • Integrate BotPenguin with WebHoper
          • Integrate BotPenguin with EngageBay
          • Integrate BotPenguin with FrontApp
          • Integrate BotPenguin with Copper CRM
          • Integrate BotPenguin with Salesflare
          • Integrate BotPenguin with No CRM
          • Integrate BotPenguin with Helprace
          • Integrate BotPenguin with Flowlu
          • Integrate BotPenguin with Pipeline
          • Integrate BotPenguin with Zingtree
          • Integrate BotPenguin with Salesforce CRM:-
          • Integrate BotPenguin with Chakra CRM:-
          • Integrate BotPenguin with SimplyBook:-
          • Integrate BotPenguin with Gitbook
          • Integrate BotPenguin with GoHigh Level
          • Integrate BotPenguin with Voxloud
          • Integrate BotPenguin with ViaSocket
          • Integrate BotPenguin with Twilio
          • Integrate BotPenguin with Shopify
          • Integrate BotPenguin with Razorpay
          • Integrate BotPenguin with Pabbly
          • Integrate BotPenguin with Outlook
          • Integrate BotPenguin with OnPipeline
          • Integrate BotPenguin with Notion
          • Integrate BotPenguin with MoEngage
          • Integrate BotPenguin with Kylas CRM
          • Integrate BotPenguin with Google Analytics
          • Integrate BotPenguin with FirstPromoter
          • Integrate Botpenguin with Google Contacts
          • Integrate Botpenguin with Zoho CRM
          • Integrate BotPenguin with Zapier
          • Integrate BotPenguin with Make.com
      • Inbox
        • Chats window
        • Orders
        • Contacts
        • Groups
        • Real-Time Customer Interaction
        • Importing WhatsApp Contacts
        • Creating Segments
        • Using Tags
      • Analytics
      • Teams
        • Departments
        • Business hours
        • Team
        • Role
        • Using Teams in Chatflow
      • Settings
        • Custom Attribute
        • Tags
        • Custom Status
        • Quick Replies
        • Custom Tabs
      • My Account
        • Account
        • Password
      • Subscription & Plans (Legacy Version)
      • Subscription & Plans (Latest Version)
    • ❓Frequently asked questions (FAQs)
      • Onboarding FAQs
      • Edit your chat flow
      • Bot Installation FAQs
      • Inbox FAQs
      • Profile, Team & Notifications FAQs
      • Analytics FAQs
      • Chat Flow FAQs
      • Bot Settings FAQs
      • WhatsApp FAQs
      • Subscription FAQs
      • Product Update FAQs
      • ChatGPT FAQs
    • 🛠️Common Errors & Troubleshooting
  • 📖Platform Guidelines & Training
    • 👩‍💻WhatsApp Cloud API by Meta
      • ⚙️Setting Up Your Facebook Business Manager
      • 💰Meta Conversation Pricing for WhatsApp Cloud API
      • 👧Update WhatsApp Bot Profile
      • ✅Getting a Blue Tick(previously Green Tick) on WhatsApp
    • 🔑WhatsApp Bot Creation with Manual Onboarding
      • ✅Prerequisites for WhatsApp Bots
      • 🔤Create a Meta App
      • ✔️Register & Verify your WhatsApp Number
      • 🔗Subscribe WA webhook with BotPenguin
      • 💳Update WA account Payment Method
      • 🦸‍♀️Assign System User to WhatsApp Account
      • 📃Getting all the necessary details from Meta Developer Dashboard
    • ⚙️WhatsApp Bot Creation with Automated onboarding
    • 🐧Migration Of Whatsapp Account from other platforms to BotPenguin.
    • ♻️Reconnect Whatsapp Bot
    • 🔏Recovering Your Restricted Meta Account
    • 💡Must know-how of BotPenguin
      • 🔤Manage & Use Custom Attributes
      • 🖥️Call external APIs in your chat flows
      • 👨‍💼Manging team roles & Users
      • 🪄Unlock BotPenguin AI
      • 🕵️‍♂️Support Agent guide
      • 📨Send WhatsApp notifications using the BotPenguin APIs
      • Chatbot User Authentication
  • ⚡Platform Updates & Info
    • 🔥What's New
    • 🐞Report a bug!
    • 🗒️Feature Requests
    • 🐧BotPenguin Roadmap
    • 🤝Connect With Us
  • 🛠️API References
    • 📄Contacts & Chats APIs
      • Get All Contacts
      • Getting Groups/Segments
      • Add WhatsApp Contact
      • Delete WhatsApp Contact
      • Website Contacts & Meta Data
    • 📄WhatsApp Cloud API
      • GET Templates List
      • POST WhatsApp Template Message
      • POST Send Message API
  • 🤝Partner Documentation
    • 🐧BotPenguin Partner Onboarding
      • Signup as a BotPenguin Partner
      • Setup your Pricing Plans
      • Connect to your Domain
      • Setup 3rd Party Integrations
        • Setup AWS SES Account
        • Setup Google reCAPTCHA
        • Setup ChatGPT Account
        • Setup Zoho Integrations
        • Setup Google OAuth App
        • Setup RazorPay Account
        • Setup Stripe Account
        • Setup Facebook App for WhatsApp & Facebook Bots
          • Create Facebook Login for Business Configuration
          • Meta System User Token
      • Setup your pricing plans (Legacy Version)
      • Setup your Pricing Plans (Latest Version)
    • 🙋‍♂️Partner FAQs
      • Onboarding
      • Affiliate Partner
      • Implementation Partner
      • Whitelabel Partner
      • WhatsApp Whitelabel Partner
      • Add-ons FAQs
      • Subscription FAQs
      • LTD FAQs
    • 📔Partner API References
      • Setting up environment
      • Get Customer
      • Create Customer
      • Update Customer
      • Delete Customer
      • Get Customer API Token
      • Get Team Members (Custom Users)
      • Get Custom User (Team Member) Token
      • Embedding the BotPenguin Inbox in 3rd Party Apps
Powered by GitBook
On this page
  • To setup yours Whatsapp Templates
  • With Regular Template
  • With Carousel Template

Was this helpful?

  1. BotPenguin Resource Centre
  2. How BotPenguin works?
  3. Automation

WhatsApp Template Setup

This Page contains the information about configuring WA Templates.

PreviousWidgetNextWhatsApp Catalog Setup

Last updated 1 month ago

Was this helpful?

To setup yours Whatsapp Templates

Step 1: Navigate to your Whatsapp Bot.

Step 2: Click on WhatsApp Automation.

Step 3: Select Templates.

Step 4: You will get option to select pre-defined Templates. You can either select from chatflow template or message templates.

CHATFLOW TEMPLATE

Step 5: When you hover your mouse on any of the template you will get option to take a preview or use template.

Step 6: While taking a preview you can click on Use Template to directly use it in your chatflow.

Step 7: Once clicked on "Use Template" your chatflow template will be ready to be used and edited inside "Edit Your Chat Flow". You can customize it according to your requirements.

MESSAGE TEMPLATE

Step 8: Click on Message Templates to select a pre-defined template form "Templates Gallery" or create and customize your personalised template by selecting "Your Templates".

Step 9: When you hover on any of the pre-defined templates you can either take a preview first or directly click on Use Template.

With Regular Template

Step 10: You can create a new template in Your Template section. By selecting "Create Template".

Step 11: Under Create Templates section, enter name/title and category for your template. And also select a language for the same. You can select a type for your template by clicking on the drop down.

Step 12: Now to configure your template, select a format for you header from the drop down and enter the header text you want to display to your customer. Or you can select a media file you wish to share, it can be either an image, video or a document.

Step 13: Enter the content for your template inside the box named body. You can use {{ }} to create a variable in the body and configure that later.

Step 14: Enter the content for Footer that will be displayed in your template.

Step 15: You can also add Buttons in your templates. After selecting the type for buttons from the drop down you can configure them as shown below.

Step 16: Click on "save as draft" if you want to do changes later and click on "Submit for approval" if your are done creating the template.

Step 17: In "Manage Templates" your template will be visible. It will get approved by WhatsApp once submitted for approval.

Step 18: Under actions, you have options to copy template id, to delete the template and select a flow for your buttons inside the template.

Step 19: Similarly you can configure flows for your template reply using buttons added in it.

With Carousel Template

Step 20: When you select "Carousel" as Template Type. You will get options namely:

Step 21: "Bubble Text" in which you can add text for the template and add variable for the same.

Step 22: "Carousel Setup" in which you can set up cards and configure their media and add CTA buttons

Step 23: Inside "Bubble Text" you will get a text box in which you can enter your text and can click on "Add Variable" to add a variable inside your text.

Step 24: Inside "Carousel Setup" you can select a button type which can be "Call to Action" or "Quick Reply". And accordingly you can fill the following details as asked.

Step 25: After that create card for your carousel. Add an image and type something about it.

Step 26: Then add a button just below the card. Which will be functional and clickable.

Similarly you can add up to 10 cards for your carousel.

Step 28: Then click on "Save as draft" or "Submit for approval".

Done! You have created your WhatsApp Template. Now wait for getting it approved by meta.

If everything is correct and you are still unable to move forward, write to us at . We will respond back within 48 business hours.

📒
🏃‍♂️
support@botpenguin.com