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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.

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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.

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.

How to Use Templates

  • From Chat: Quickly send a template during an ongoing customer conversation.
  • From Templates: Select and send templates directly to individual contacts.
  • From Campaigns: Use templates for broadcast campaigns to reach a wider audience with consistent messaging.

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.

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]."

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.

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

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