Learn how to integrate Dynamic with WhatsApp using Pabbly Connect. Follow our detailed tutorial for creating WhatsApp message templates and automating your communication. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Creating WhatsApp Message Template in Dynamic

The first step in integrating Dynamic with WhatsApp is creating a WhatsApp message template. This template is essential for sending messages through the official WhatsApp business API. To start, access the template section in the Dynamic dashboard. using Pabbly Connect

Click on the green button labeled ‘New Template Message’ to begin creating your template. You will be prompted to provide a name for your template. For example, you might name it ‘Send Form Submission Message’. Next, select the appropriate category for your message, such as ‘Utility’ for a basic thank-you message.

2. Adding Message Content and Variables

After creating the template, the next step is to add the actual content. In the message body, you can write a thank-you message, such as ‘Thank you for submitting the form’. This is where you can also add dynamic content using variables. using Pabbly Connect

  • Add variables for dynamic content, like the submitter’s name.
  • Include any attachments, such as PDF files, by adding their URLs.
  • Format your message and add emojis as needed.

Ensure that the variables are correctly placed within the message. For instance, you might want to include the submitter’s name and email in the message body. This personalization helps enhance user engagement.

3. Setting Up Call-to-Action Buttons

The next step in the integration process is to add call-to-action buttons to your WhatsApp message template. You can create two types of buttons: a quick reply button or a call-to-action button. For instance, you might want to add a button labeled ‘Visit Now’ that links to your website. using Pabbly Connect

To set this up, provide text for the button and the corresponding URL, such as ‘https://www.abc.com’. Additionally, you can create another button for calling a phone number by simply entering the button text and phone number. This makes it easy for users to take action directly from the message.

4. Submitting the Template for Approval

Once your WhatsApp message template is ready with all the necessary content and buttons, the next step is to submit it for approval. Click on the ‘Save and Submit’ button. Ensure that you have selected the right category that matches your message content to avoid rejection. using Pabbly Connect

After submission, the template will go into draft mode and will await approval from Facebook. The approval process can take from 30 minutes to 2 business days. Make sure to review your template in the preview section to confirm everything is in order before submitting.

5. Using the Approved Template to Send Messages

Once your template is approved, you can start using it to send messages to your customers via WhatsApp. This is where the integration with Dynamic and Pabbly Connect comes into play. You can automate the process of sending messages whenever a form is submitted. using Pabbly Connect

Using the approved template, you can utilize Dynamic’s features to ensure that messages are sent automatically with the correct dynamic content filled in. This integration streamlines communication and enhances customer engagement, making it easier for businesses to connect with their clients.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating Dynamic with WhatsApp using Pabbly Connect is a powerful way to enhance your business communication. By following the steps outlined in this tutorial, you can create effective WhatsApp message templates, automate message sending, and improve customer interaction.