❓ Why doesn't my approved template appear?
If you've already created a template, it was successfully approved, but it doesn't appear to your advisors in the inbox so they can use it, the problem is usually due to view permissions.
For a template to be available in the chat, you must make sure that the operational group your advisors belong to is selected and linked to that template.
⚙️ Step by step: How to assign the template to your groups
Follow these quick instructions to enable the template and make it visible to your support team:
Go to the left side menu and access Settings.
Expand the Messaging section and then click on Templates.
Select the phone number under which the template was created and approved.
Locate the template in the list and click on the three vertical dots located to the right of the name.
Select the "Edit" option and go to the "Select groups" section.
Verify that the checkboxes are marked for the corresponding groups where your advisors operate and save the changes.
📞 Does the problem persist?
If after verifying that the groups are correctly selected the template still doesn't appear to your advisors (even after they refresh their Atom page), please contact our support team through the Help Module to conduct a technical review of your account.
Keep your team always equipped! 🚀
Ensuring that templates have the appropriate group permissions will guarantee that your advisors can start conversations and re-contact prospects without any delays. ✅