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How to Create a Message Template for WhatsApp API Automation

bitCRM

Message templates in bitCRM enable automated and compliant WhatsApp communication. Use them for order updates, reminders, or promotions with dynamic variables for personalization. Follow these steps to create and customize your template.

Step 1: Go to the WhatsApp API Automation Template dashboard.

Step 2: Click "Create new template".

Click "Create new template"

Step 3: Fill in the required template.

Fill in the required template

Step 4:  Fill in “Message” and input dynamic info like {{1}} and so on by clicking "Add variable +" then select "Variable" dropdown. Read How to Use Dynamic Variables in Automation Messages for more details about using variables.

Fill in “Message” and input dynamic info

Step 5: Upload an image and click "Save template".

Upload an image and click "Save template"

Step 4: Preview your message on the right sidebar.

Preview your message

Once your message template is created, test your automation to ensure it successfully or see How to Test and Preview Your Automation to see further.

For further assistance, reach out to us at help@bitbybit.studio

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