1. How can you create WhatsApp templates using the Lead Manager Ninja application?

In order to create WhatsApp templates using Lead Manager Ninja,  you need to choose the SMS Templates” feature. This feature will allow you to create a new template by mentioning a new template name, choosing the WhatsApp channel, and filling in other required fields like object type, language, and optional folder.

You can also add header, body, attachment CTA buttons, and more. Save the template after completing all necessary fields, which will then be automatically submitted for approval on WhatsApp and approved within a few seconds.

2. What fields are required when creating a new WhatsApp template?

When creating a WhatsApp template, the required fields include:

• Template Name: Choose an intriguing name for your template.
• WhatsApp Channel: You need to select WhatsApp as the communication channel.
• Category: This section will define the nature of your template, such as utility, marketing, etc.
• Object: The Salesforce object (like leads) on which the template will be used.
• Language: In case you are planning to send the message in multiple languages, then you can choose the appropriate language here.

Which template categories can you select from, and what do they represent?

There are several categories available in the application for creating a WhatsApp template:

Utility: This type of template is for general information sharing purposes or service updates.

Marketing: These templates are for promotional messages or advertising.

Authentication: These templates are used for sending authentication-related information, such as OTPs.

How can you add a header text or an attachment to your WhatsApp template?

When you are creating a WhatsApp template, you will get an option to add a header or an attachment. You can make the header simple as a multimedia element like an image or a document. Follow the below-mentioned steps to create

• Select the "Header Value" field while creating the template.
• You can choose to upload a header attachment such as an image, video, or PDF file. Attachments are useful for enriching your message with visual or informational content, making it more engaging for recipients.

What do WhatsApp template custom or CTA buttons do, and how do you add them?

Custom or CTA (call-to-action) buttons are used to prompt the recipient to take a particular action, such as visiting a website or interacting with the message in some way. These buttons increase engagement by providing easy, clickable actions for recipients.

• To add these buttons, click on the “Add Button” option while creating the template.
• You can choose between a custom button or a CTA button like “Visit Website.”

Users are allowed to add up to 10 buttons and define their messages or actions. These buttons enable users to be involved and direct the lead to the next phase for better engagement.

How is the created template approved and sent instantly to the leads?

Once you have created the temple, it will automatically be sent to WhatsApp for approval. The approval process may take a few seconds, meaning the template is instantly available for use once it passes review.

Once approved, the templates can be sent by choosing any record or lead within the Salesforce Lead Manager Ninja console. Simply open the record, insert the approved template, and send the message. The template will be delivered instantly to the lead.