# Template Management

## **Templates Module**

The **Templates Module** in vCX simplifies communication by enabling businesses to send predefined or customized messages quickly and effectively. Templates are powerful tools for initiating conversations, ensuring consistency, and saving time.

[![image.png](https://docs.versalence.online/uploads/images/gallery/2024-12/scaled-1680-/vmLFMRhkgCrIZG5O-zOvimage.png)](https://docs.versalence.online/uploads/images/gallery/2024-12/vmLFMRhkgCrIZG5O-zOvimage.png)

### **What are Templates?**

Templates are **pre-approved message formats**, currently available for **WhatsApp**, that help businesses engage with customers seamlessly. Whether you’re sending updates, offers, or reminders, templates make communication faster and more efficient.

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### **Key Features**

1. **WhatsApp Templates**
    
    
    - Create templates for common communication needs like order updates, appointment reminders, or promotional offers.
    - Use **pre-approved templates** to ensure compliance with WhatsApp Business API policies.
2. **Template Library** *(Coming Soon!)*
    
    
    - Access a library of **predefined templates** created for various use cases.
    - Pick a template, **customize it** to match your brand tone, or use it as-is.
    - Save time by avoiding the need to draft messages from scratch.
3. **Multi-Channel Integration** *(Future Scope)*
    
    
    - Templates will soon extend to other messaging channels beyond WhatsApp for omnichannel communication.

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### **Templates Category**

[![image.png](https://docs.versalence.online/uploads/images/gallery/2025-01/scaled-1680-/Gfqi5ibsJBwoGjCz-image.png)](https://docs.versalence.online/uploads/images/gallery/2025-01/Gfqi5ibsJBwoGjCz-image.png)

- **Marketing**: Templates that are used for Marketing your products and services.
- **Utility**: Templates that are part of a transaction e.g. order confirmation, payment receipt, booking confirmation etc.
- **vSecure**: vSecure is an alternative for passwords, it can be used as OTP (one time password) or can implement deeplink to login to applications with out entering a password.

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### **Template type**

##### **1. Marketing Templates**

[![image.png](https://docs.versalence.online/uploads/images/gallery/2025-01/scaled-1680-/dMbsQDdwrsrkOoYh-image.png)](https://docs.versalence.online/uploads/images/gallery/2025-01/dMbsQDdwrsrkOoYh-image.png)

- **Library**: A collection of templates that are curated by industry and high performing. (coming soon)
- **Custom**: Create your own templates from scratch, controll all elements of your template.
- **Carousel**: Carousel is a great way to display multiple cards as a slider and works as a great marketing message.
- **Catalog**: Catalog templates are great way to share your products and services collection with your customers (coming soon)

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##### **2. Utility Templates**

[![image.png](https://docs.versalence.online/uploads/images/gallery/2025-01/scaled-1680-/b7Am2nJVJNUfpUGJ-image.png)](https://docs.versalence.online/uploads/images/gallery/2025-01/b7Am2nJVJNUfpUGJ-image.png)

- **Library**: A collection of templates that are curated by industry and high performing. (coming soon)
- **Custom**: Create your own templates from scratch, controll all elements of your template.
- **Order status**: Customize templates for order status.
- **Order details**: Customize templates for order details

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##### **3. vSecure Templates**

[![image.png](https://docs.versalence.online/uploads/images/gallery/2025-01/scaled-1680-/CVXQmt8PbxsSryYo-image.png)](https://docs.versalence.online/uploads/images/gallery/2025-01/CVXQmt8PbxsSryYo-image.png)

- **Library**: A collection of templates that are curated by industry and high performing. (coming soon)
- **Custom**: Create your own templates from scratch, controll all elements of your template.

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### **Why Use Templates?**

- **Conversation Starters**: Initiate meaningful interactions quickly and professionally.
- **Save Time**: Predefined templates reduce the effort of crafting messages manually.
- **Consistency**: Ensure uniform messaging across your team.
- **Scalability**: Templates enable you to send personalized updates at scale.

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### **Use Cases for Templates**

1. **Order Confirmation**: "Hi \[Name\], your order #\[Order ID\] has been confirmed and will be delivered soon!"
2. **Appointment Reminder**: "Reminder: Your appointment with \[Business Name\] is scheduled for \[Date & Time\]. Reply 'Confirm' to confirm."
3. **Promotional Offer**: "🎉 Special Offer! Get 20% off on all products this weekend. Use code SAVE20 at checkout!"
4. **Feedback Request**: "Thank you for your recent order! We'd love your feedback. Click here: \[Link\]."

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### **Future Enhancements**

With the upcoming **Template Library**, businesses will be able to:

- Choose from a variety of professionally designed templates.
- Easily customize templates to match branding and tone.
- Deploy templates across **campaigns, chats, and multiple messaging channels**.

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The Templates Module ensures you are always **one step ahead** in customer communication, making every interaction seamless, quick, and impactful.