How to create templates from scratch in Atom?
Here you will find how to create your template step by step from scratch.
What is a template?
WhatsApp templates are the messages you use to start a conversation with a customer or prospect. You can use them by including them in your mass campaign flows or to activate a conversation with a specific customer. Learn how to create them.
Enter the templates submodule, for this:
Select the Configurations > Messaging > Templates module
Select the channel where you want to create your template (if you have more than one)
In the new screen, click the "Create" button:
On the next screen you must select the option "Template from scratch". The types of templates that you can select are the following:Blank TemplateCarouselLimited Time Offers (coming soon)Multi-product (coming soon)Catalog (coming soon)Complete the rest of the information requested such as template name, Whatsapp category, group, category and language. Within Whatsapp categories you can choose between marketing or utility templates for your usual communications to customers, or authentication templates, related to sending a PIN, which we will highlight later.
On the next screen you must select the option "Template from scratch"
The types of templates that you can select are the following:Blank TemplateCarouselLimited Time Offers (coming soon)Multi-product (coming soon)Catalog (coming soon)
Blank Template
Carousel
Limited Time Offers (coming soon)
Multi-product (coming soon)
Catalog (coming soon)
Complete the rest of the information requested such as template name, Whatsapp category, group, category and language. Within Whatsapp categories you can choose between marketing or utility templates for your usual communications to customers, or authentication templates, related to sending a PIN, which we will highlight later.
You have the Preview button, which if you slide it, you can preview how your content would look before being sent. To return to editable mode, simply click on the template you were editing or slide the control.
Once you are satisfied, simply click on Create and you're done! Your template is created and ready to be used.
Authentication templates
Authentication templates are a Whatsapp category that allows sending templates that contain a verification PIN.
Once the name is completed, the Authentication option, the group and the category in Atom are selected, you can choose the options related to editing the template.
Here you can choose the options of Copy code or Autocomplete buttons, where with this last option, it will be directly linked to the app where this verification was requested. If the app is installed on the device, it will be linked and will take this code sent.
You can enable the security recommendation, by clicking on it which adds additional text to the message, as well as you can customize the expiration time, which we can select from the timer.
IMPORTANT:
These templates can only be used by API, they will not appear in the conversations, flows or campaigns module.
This template is only available for customers with Cloud API.
The only action that can be carried out in this template is to activate or deactivate it. They cannot be edited.
The body of the message in this type of template is not editable due to restrictions established by META.
❓ Why don't I see my template created from Meta in Atom?
Currently, templates generated in Meta do not automatically synchronize with Atom. For a template to work correctly in both environments, you must create it in Atom first.
✅ How to ensure that the template works in both environments?
Go to Configuration > Messaging > Templates in Atom.
Go to Configuration > Messaging > Templates in Atom.
Create your template
Create your template
Save the template and wait for Meta's approval.
Save the template and wait for Meta's approval.
💡 In this way, the template will be available in both Atom and Meta.
📌 Additional considerations
Templates generated in Meta do not synchronize with Atom. For a template to work correctly in both systems, it is necessary to create it first in Atom, which guarantees that it can be replicated in Meta without errors.
Templates generated in Meta do not synchronize with Atom. For a template to work correctly in both systems, it is necessary to create it first in Atom, which guarantees that it can be replicated in Meta without errors.
If your template includes buttons, remember that the text should not exceed 20 characters per button to avoid display and interaction errors.
If your template includes buttons, remember that the text should not exceed 20 characters per button to avoid display and interaction errors.
You can validate the status of each template from the templates section in Atom to ensure that all are approved and available for use.
You can validate the status of each template from the templates section in Atom to ensure that all are approved and available for use.
Parameters cannot be added to the beginning or end of the templates, as this prevents creation due to invalid format.