The Template Library feature is designed to enhance the user experience and streamline campaign management. This addition will allow users to send templated messages to candidates with improved formatting and standardization across various channels such as Messenger, WhatsApp, SMS, and email. This implementation aims to elevate the quality of our clients' official communications, especially those set up through Autoflow. The feature is configurable and editable by users with Owner Access, ensuring proper control and management of templates.
Where to find it
Users with Owner Access can access the Message Template tab to Create & Edit templates. Here's how to get there:
Go to Templates > Templates > Messages
Select the desired channel (Email, Messenger, WhatsApp, SMS)
Considerations:
A Search Bar will be placed at the top of the page, making searching for templates by name easy. The number of matching results for each channel will be shown next to the channel title.
If a message channel is disabled, the corresponding tab will be unclickable/disabled, ensuring users don't accidentally change it.
The functionality of Templates in different Messaging Channels
Unlocking the Potential of Each Channel in the Templates Library
Tokens button and library: Find Tokens underneath the HTML editor; you can use the < shortcut on the text box for quicker access.
Editing and formatting: Customize your content with options for font, typography, size, and multimedia elements like images and videos.
Editable subject lines: Personalize subject lines in custom and default folders for better communication with recipients.
Pre-loaded Email Templates: Use the new Re-engagement campaign template and other default folder templates as a starting point for your campaigns.
Template control: Edit, duplicate, or delete pre-loaded email templates to tailor your content to specific needs.
Template icons: Identify template types quickly, with gray icons for default templates and green icons for custom templates.
Messenger
Pre-loaded Messenger Templates: Use default folder templates, including the new Re-engagement campaign template, as a starting point.
Template control: Edit, duplicate, or delete pre-loaded Messenger templates to fit your needs.
Template icons: Recognize template types with gray icons for default templates and green icons for custom templates.
Added icons: Access Tokens, Attach File, and Emoticons directly from the text box, or use the < shortcut for Tokens.
Character limit: Stay within Messenger's 1500 character limit and track the remaining characters with the built-in counter.
Pre-approved WA Templates: Use default folder templates as a starting point for your campaigns.
Template control: Duplicate and delete pre-approved WA Templates. Note that duplicated templates are considered custom messages.
Editable template names: Customize the displayed name of pre-approved WA Templates.
Custom WA Templates: Create, edit, duplicate, and delete custom WA Templates to suit your needs.
Template icons: Identify template types with gray icons for default templates and green icons for custom templates.
Approval indicators: Pre-approved Templates have a checkbox and tooltip indicating "Approved by Meta."
Added icons: Use Tokens, Attach File, and Emoticons icons in the text box or the < shortcut for Tokens.
Character limit: Keep within WA's 1600 character limit and monitor the remaining characters using the counter.
Approval date: View the "Added on" date stamp for approved templates..
SMS
Pre-loaded SMS Templates: Use default folder templates, including the new Re-engagement campaign template, as a starting point.
Template control: Edit, duplicate, or delete pre-loaded SMS templates to fit your needs.
Template icons: Recognize template types with gray icons for default templates and green icons for custom templates.
Added icons: Access Tokens and Emoticons directly from the text box, or use the < shortcut for Tokens.
Character limit: Stay within SMS's 160-character limit and track the remaining characters with the built-in counter.
Using the Template Library with Automation
Autoflow
Template display: When a specific channel is selected for a Send Message action, a searchable dropdown displays the names of templates for that channel.
Send Message Autoflow Action: For each enabled channel, a dropdown is provided where users can select one template per channel to be sent. The system sends the best available template to candidates. Messages are not editable in this case.
🚀 When a template message has been edited, all Autoflow actions using it will be updated as well. A pop-up message will confirm the action. Click Update to proceed.
But, if the template message was edited in the Autoflow setup it will be unlinked from the Message template and will not be affected by any changes to the original template. If you want to proceed with the action, click on Update.
Bulk Actions
Template display: When a specific channel is selected for a Send Message Bulk Action, a searchable dropdown shows the names of templates for that channel.
Best Available channel selection: If users select the Best Available channel, a dropdown for each enabled channel is displayed, allowing users to choose one template per channel to be sent. The system sends the most suitable template to candidates. Messages are not editable in this case.
Note: The messaging channel priority is as follows: Preferred Communication channel > Last channel used > Messenger > WhatsApp > Email > SMS.
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