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Basic Template

How to Create a Basic Template in Implifie: A Step-by-Step Guide

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Last updated 25 days ago

Creating a Basic Template in Implifie is a straightforward process that allows you to streamline communication with customers. Follow these steps to create your template efficiently.

1

Access the Template Menu

  • Log in to your Implifie account.

  • Navigate to the Template Menu.

  • Select Basic Template.

  • Click on Add Template.

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3

Name your Template

Choose a unique name for your template.

Ensure the name is relevant to the purpose of your message for easy identification.

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5

Select the Template Category

Choose between Utility or Marketing based on your message type.

○ Utility: For essential service-related messages such as order updates or appointment reminders.

○ Marketing: For promotional messages like special offers, discounts, or customer engagement.

6

Choose the language

● Select the language in which you want to send the template.

● Ensure the selected language aligns with your audience’s preferences.

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Select a Header type (Optional)

You can add a header to make your message more engaging. Options include:

● Text: A simple title, which can include a variable for personalization.

● Image: Upload an image relevant to your message.

● Video: Attach a video for better engagement.

● Document: Include PDFs, brochures, or guides.

● Location: Share a specific location if needed.

If you choose Text as the header, you can add a variable such as the recipient’s name for a personalized touch.

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Add your Body

● Write the main message that will be sent to users.

● Keep it clear, concise, and relevant to the category you selected.

● If applicable, use placeholders or variables for dynamic content.

● You can also add variable to your body

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Add a footer (optional)

● The footer can be used for additional information such as company details, disclaimers, or support messages.

● This section is optional but can help provide extra context.

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Add buttons for interactions

Enhance your template by adding interactive buttons. You can choose from the following options:

  1. Phone Number Button – Allows users to call a specified number.

  2. URL Button – Directs users to a website or landing page.

  3. Quick Reply Button – Provides pre-set response options for users.

  4. Copy Code Button – Displays a code that users can easily copy, such as a discount code.

  5. WhatsApp Form Button – Allows users to fill out a form via WhatsApp.

After selecting a button type, enter the button name and the required details.

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Preview

You also get a preview option to check whether the message drafted is correct or not

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Final Step: Save and Submit for Approval

● Review your template to ensure all information is correct.

● Click Submit to send the template for approval.

● Once approved, you can start using the template in your campaigns.