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Template Creation

The Template Creation feature in vCX enables businesses to design and submit message templates for WhatsApp that serve as powerful tools for customer engagement, updates, and secure communication.

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Types of Templates Supported

  1. Marketing Templates

    • Used for promotional messages, offers, or campaigns.
    • Ideal for broadcasting and initiating customer engagement.
    • Example: "Hi [Name], enjoy 25% off on your next purchase! Offer valid until this weekend. Shop now!"

  2. Utility Templates

    • Designed for informational or transactional updates.
    • Perfect for sending order confirmations, appointment reminders, or status updates.
    • Example: "Your order #[Order ID] has been shipped. Track it here: [Link]."

  3. vSecure Templates (Add-on)

    • A specialized authentication template used for secure customer verification.
    • Designed to send OTPs (One-Time Passwords) or secure access messages.
    • Ensures security in communication for sensitive processes like login verification or order confirmation.
    • Example: "Your vSecure OTP is 123456. Do not share this code with anyone."

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Key Uses for Templates

Templates are versatile and can be used across the vCX platform:

  • Conversation Starters: Initiate chats with customers in a professional and compliant manner.
  • Broadcast Campaigns: Target dynamic groups with promotional, informational, or utility messages.
  • Secure Communication: Use vSecure templates to ensure safe and reliable authentication.

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How to Create a Template

  1. Choose Template Category:

    • Select from Marketing, Utility, or vSecure.

  2. Draft Content:

    • Follow WhatsApp’s content guidelines for clarity and compliance.
    • Include placeholders (e.g., [Name], [Order ID]) to personalize messages.

  3. Submit for Approval:

    • Templates must be approved by WhatsApp before use.
    • Track approval status directly in the Templates Module.

  4. Deploy Templates:

    • Use approved templates in conversations, broadcast campaigns, or workflows.

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Coming Soon: Template Library

We are excited to announce the upcoming Template Library feature!

  • Access a library of predefined templates for various use cases.
  • Easily customize templates to match your brand’s voice.
  • Save time and effort with ready-to-use templates for campaigns, chats, and broadcasts.

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Why Use vCX Templates?

  • Speed and Efficiency: Preapproved templates enable quick, compliant messaging.
  • Versatile Usage: Use templates for marketing, customer support, and secure communication.
  • Enhanced Personalization: Add dynamic fields to tailor messages to each recipient.
  • Secure Add-on: Ensure customer trust with vSecure authentication templates.
  • Future-Proof: The Template Library will further simplify and scale your messaging efforts.

The Template Creation feature in vCX ensures you always have the right message ready—whether it’s for promotions, customer updates, or secure verifications—helping you drive engagement and build trust at scale.

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