To send your customers reminders, payment notices and suspension notices by WhatsApp, Plaspy uses the templates approved in your Meta WhatsApp Business account. In WhatsApp templates you choose one of those templates and decide which customer or subscription data goes into each of its variables.
They are in My customers > Settings , WhatsApp templates tab.
Before you start
- Your WhatsApp Business account must be set up in the Plaspy settings (see WhatsApp Notifications). If it is not, the tab shows WhatsApp is not configured in your account. with the Configure WhatsApp Business link.
- Create the template in your Meta account and get it approved. Plaspy only lists the templates Meta already has; the fixed text of the message is written there.
Create a WhatsApp template
- Click the round button (New WhatsApp template).
- In Meta template choose the template. The list shows its name, language and status in Meta.
- Type a Name: it is how it will show when you choose it for the reminders.
- In Template variables, fill in each field with a fixed text or with a variable from the </> button, for example
{{CustomerName}}or{{Amount}}. There is one field per template parameter: body Parameter, header Title, header Image or location, and the URL of the buttons. For a button that links to the payment page use{{PaymentToken}}. - Check the Preview, which shows the message with sample data.
- Click OK. Template saved shows.
The available variables are the same as in the message templates. An empty value is sent as a dash, and line breaks are joined, because WhatsApp requires it.
Send a test
- Type your number in Test phone number, with the country.
- Click Send test. The template reaches that number with sample data, even if you have not saved it yet. You will see Test message sent or the error WhatsApp returns.
Use it in the messages
A WhatsApp template is not sent by itself: in the Templates tab, in the WhatsApp card of Expiry reminder, Payment received or Service suspended, choose it in Meta template configured in WhatsApp templates and save. For reminders, also check WhatsApp in the reminder rules. The message goes to the customer's Phone.
The template list
It shows Name, Meta template, Language and Created. To delete one, open it and click Delete; it is also removed from the messages that used it. If Plaspy cannot read your Meta templates, you will see Could not load the templates of your WhatsApp Business account: with the error.
Requirements
- Settings privileges: Insert to create templates, Update to change them and send tests, and Delete to delete them.
Messages you may see
- Please enter the name of the template. or Please select the Meta template.
- Enter a test phone number: the number for the test is missing.
- WhatsApp Business is not configured in your account: set it up before testing.
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