Yazi docs
  • Setting up the WhatsApp API number
    • Setting up WhatsApp number in Yazi platform
      • Add a Payment Method
      • WhatsApp Profile
      • Get your business manager verified
      • Developer Portal method of setting up
  • Using Yazi's app
    • Research Campaign Setup
      • Survey Campaign
      • Diary Study Campaign
      • AI Interview Campaign
        • AI Interview Prompt Template
    • Inviting Participants
      • Sharing Links to access research
      • Create Template message
      • Send template message
      • Template Message history/stats
    • Results
      • Interviewer Results
      • Survey Results
  • APIs & Integrations
    • Setting up event-triggers
  • WhatsApp API Pricing
    • Pricing
  • Security
    • Data Security - Executive Summary
    • Yazi Information Security Policy
    • Data Classification Policy
    • Yazi Security and Data Management Policies
    • Yazi Vendor Management Policy
    • Data Retention Policy
    • Business Continuity Plan (BCP)
  • Yazi Process
    • 🎳Quality Control Plan for Yazi Research (Pty) Ltd
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  • Create and Submit a Template message
  • Steps to Create
  1. Using Yazi's app
  2. Inviting Participants

Create Template message

PreviousSharing Links to access researchNextSend template message

Last updated 1 month ago

Create and Submit a Template message

A WhatsApp template message is a pre-formatted message that can be used to send information or updates to a group of people quickly. It is a specific message format that companies can use to send standardised notifications, such as purchase confirmations, delivery alerts, etc.

Steps to Create

1

Click "Create New" in the Share tab of a campaign or "Create" in the Broadcast Messages page

2

Specify the template details in Configuration tab

  • Give the template a Name (all lowercase, no numbers or characters)

  • Select the Type of template you want to create. i) For survey invitations, select the Marketing type. ii) For payment notifications, select the Utility type.

3

Specify the Message details in Content tab

  • Give it a Header: Either an image (Logo) or header text

  • Once you have filled in all the details, you can click ‘Create Template 🚀’

Templates typically take 1 minute - 1 day to be approved.

Example of a Generic Template Message

vbnetCopy codeHello {{1}} 👋🏽,

We're doing research into {{2}}.

We're inviting you to participate in a WhatsApp interview for this research.

Interview Details:
⏰ Questions: {{3}}

Just press 'Start Interview' to begin.

Placeholder Guide:

  • {{1}}: Participant's name.

  • {{2}}: Topic of research.

  • {{3}}: Number of questions or interview details.

Update the Body of the message. You can also add to your message body to personalise the message for each recipient.

placeholders