Templates

Here, you create all the templates your operation will need.

Templates used in the integration must be created directly in the Spread.chat management panel. This is because we automatically send them for Meta approval. Make sure to create and configure the necessary templates in the management panel to ensure a smooth and efficient sending process.

This approval is necessary due to the use of Meta's official API to connect to WhatsApp. Since the API allows for mass messaging, it's crucial to ensure that all conversations are initiated through these templates. This ensures that WhatsApp can identify that no content violating its usage guidelines is being disseminated.

Template Categories

Marketing

These templates are the most flexible and can contain more generic content, such as conversation starters or commercial information, including promotions, offers, updates, and invitations. Conversations that don't fall into the utility or authentication categories are considered marketing by Meta

Utility

These templates are used to provide information about specific requests, transactions, or updates, such as post-sales notifications and recurring invoice statements.

Authentication

These templates enable businesses to authenticate users with one-time-use passwords at various stages of the login process, such as account verification, account recovery, and integrity challenges.

Creating a new template!

To create a new template, simply access the templates tab in the management panel, where you'll find the "New Template" button. Clicking on it will redirect you to the creation pop-up, where you can configure the template as needed.

1. Template Content.

The template content can be inserted, and template variables should be placed between '{{}}', as shown in the example below.

print template

1. Variable Identification.

All included variables must be associated with a property in the selection list directly extracted from HubSpot. Additionally, it's necessary to provide a literal example of this property so that Meta can visualize the variable in practice.

print variaveis

1. Category and Language.

In this step, it's necessary to select the category to which the template belongs, based on the information presented in the "Template Categories" topic above. Additionally, you should choose the language in which the template will be sent.

print categoria

1. Fonte de envio.

Aqui, identificamos a fonte de envio do template, que pode ser: Workflow (para disparos em massa) e Contact (para disparos via timeline).

1. Types of Templates.

The template can contain standard text content and also supports interactive content such as images, videos, links, and buttons.

• Images

Images can be added as the header of a text or a call to action, as shown in the examples below.

Template with an image in the header, text in the footer, and a quick access call to action link

Template with an image in the header.

To insert an image into the template, just select "image" in the header field and insert the desired image.

Videos

Similar to images, videos can be sent as a header for a text.

To insert a video into the template, simply select "video" in the header field and insert the desired file.

The video specifications that can be included in templates by Meta are: Videos up to 16MB in one of the file formats video/mp4 or video/3gp.

Call to Action

This option allows you to add a quick access link directly in the template.

To include a link, simply add the call to action option in the quick reply field.