WhatsApp templates via 360Dialog

Want to show initiative and approach a customer via WhatsApp? This can be done using approved templates. Make sure you are aware of WhatsApp's conditions for the approval of a template. When you have an account with our business partner 360Dialog, you can setup a template by following these steps.

Steps to take in 360Dialog

  1. Login to your 360Dialog hub and navigate to the dashboard
  2. Click on "Manage Templates"
  3. Click on "Add template"
  4. Fill out the form:

    1. Name
      The name of the template. This can only contain lower case letters numbers and an underscore (example: template_1).
    2. Category
      Choose the category of the template. 
    3. Language
      Select which languages can be supported in the template.

      💡Note: at this moment if you choose to have multiple languages for the same template, you can have one template in 360Dialog, but these languages have to be added separately into Trengo.
    4.  Template type
      At the moment we only support the Standard template type.
    5. Body
      Here you can write the text of your template. Make sure to use variables like {{1}}, {{2}}, etc, to leave room for some personalization.
  5. Preview and submit your template to see what it will look like in Whatsapp.
  6. Whatsapp will now review your template. Once it's approved, it's ready for use, and can be added to Trengo. 

Steps to take in Trengo

  1. To link this template to Trengo navigate to Settings -> WhatsApp Business
  2. Click on "Manage templates"
  3. Add a template by clicking on the green + button
  4. Next: copy the following data from 360Dialog:
    1. Give the template a recognizable name in Trengo, this way colleagues can easily select the right template
    2. Identifier or template name (for example: template_1)
    3. Link the template to the correct Category
    4. Link the template to the correct WhatsApp channel
    5. The exact message including the variable information (represented as {{1}})
    6. Save the template by clicking on "Save Changes" / "Create template"

Once this is done, employees can use templates to actively approach customers via WhatsApp in Trengo 🎉. Please be aware that there are additional costs associated with the use of templates. For an accurate and up to date overview see WhatsApp's list prices.