Login to the Intellia Account, Using this link : app.theintellia.com
Go to Settings > Whatsapp.
Keep in mind the sending limit of 250 business-initiated conversations per rolling 24 hours until Facebook Meta verification is complete. After verification, the sending limit increases to 1,000. From here, your limit will increase or decrease depending on your rating and sending habits as determined by Facebook Meta's policy and rating practices.
Unless a customer sends you a message, you must utilize a Template to send a new message to a customer. In general, there are two ways to open a WhatsApp conversation (1) when a customer messages you or (2) when you message a template to a customer.
Types of WhatsApp Conversations
Business-Initiated: Messages sent by businesses to customers using a template. There are four categories of templates and the templates are created and reviewed by Facebook Meta before they can be used. You can only send templates to customers until they respond, if they do not respond, you can only send templates.
Customer-Initiated: Messages initiated by the customers sending a message to the business. When a customer messages you, it opens up a 24-hour window where you can send any template or free-form message to them.
Free Entry Conversations: Initiated when customers interact with a WhatsApp Ad or a Facebook Business Page WhatsApp Action Button, allowing for a 72-hour window for businesses to respond. The business must respond within 24 hours of customer free point entry, after the business responds, the 72-hour timer begins.
When opening a new Business-initiated conversation, you must utilize a Template. First, you create a WhatsApp template in CRM. The template will be reviewed and approved (or denied) by Facebook Meta. Below we will review the types of template categories.
Marketing — Enables you to achieve a wide range of goals, from generating awareness to driving sales and retargeting customers. Examples include new product, service, or feature announcements, targeted promotions/offers, and cart abandonment reminders.
Utility — Enables you to follow-up on user actions or requests. Examples include opt-in confirmation, order/delivery management (e.g., delivery update); account updates or alerts (e.g., payment reminder); or feedback surveys.
Authentication (To be Released) — This enables you to authenticate users with one-time passcodes, potentially at multiple steps in the login process (e.g., account verification, account recovery, integrity challenges).
Service (To be Released) — Enables you to resolve customer inquiries.
Step 1 : Go to Sub-Account -> Settings -> WhatsApp -> Template tab -> Click on Create Template
Step 2 : A new section will open where you will need to fill in the Template Name, Category, Language and Header the information
Details around the fields available
Template Name - The name of the template should be set using lowercase characters.
Category - Select between the Marketing and Utility Category. Read about Template Categorisation Guidelines.
Language - Select from the list of all the languages available.
Header (Optional) - You can add a static or a variable header. Only 1 custom variable is allowed in the header.
Step 3 : Fill in additional details Body and Footer
Details around the fields available
Body - The message that would be sent to the customer. You can add multiple custom variables while creating the template by clicking on Add Variable.
Footer (Optional) - You can add a static footer.
NOTE: Please fill sample value for all the custom variables added as Meta need examples to be sent while submitting the Template.
Step 4 : Verify the template message and hit on Create
Step 5 : Now we will send this template to Meta for approval and you can track the status in the Template Tab.
Statuses for Templates
Pending - Template successfully submitted and sent to Meta for approval.
Approved - Template is successfully verified and can be used for seeing messages to the customers.
Rejected - The template was rejected by Meta and needs to be resubmitted. Read FAQ for re submission.
Setting Up an Interactive WhatsApp Template
Step 1: Go to Settings > WhatsApp > Templates
Step 2: Create Template > Add Button
Step 3: Select the types of CTA button you wish to add: Quick Reply, Visit Website, Personalized Website Link, Call Phone Number, Copy Offer Code, or Marketing Opt-Out
Quick Replies:
Allow users to respond quickly with predefined options, enhancing the conversation flow and user engagement. This allows customers to reply without typing.
Visit Website:
Direct users to your website with a single click, increasing traffic and improving conversion rates.
Personalized Website Links:
Utilize dynamic “Visit Website” buttons to customize links for each customer, offering a personalized experience and boosting engagement.
Adding a variable creates a personalized link for the customer to view their info. Only one variable can be added to the end of a URL.
Call Phone Number:
Provide an option for users to call a specified phone number directly from the message, facilitating immediate communication and support.
Copy Offer Code:
Enable users to easily copy promotional codes or offer details, making it convenient for them to redeem offers.
Marketing Opt-Out:
Give users the option to opt out of marketing messages effortlessly, ensuring compliance with WhatsApp regulations and improving user trust.
