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Integrating WhatsApp with Check: A Step-by-Step Guide

Learn how to integrate WhatsApp with Check, Box, Facebook, and AI Sensei with our detailed tutorial. Follow the exact steps to create WhatsApp template messages. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Creating WhatsApp Template Messages in AI Sensei

To create WhatsApp template messages using AI Sensei, you first need to log in to your account. After logging in, navigate to the manage section on the left sidebar to access the template message section.

Here, you will find quick guides and predefined message templates. If you want to create a message from scratch, click the plus new button. Select the category for your message, such as marketing or utility, and choose English as the language.

2. Step-by-Step Template Creation Process

Creating a template message involves several steps. First, provide a unique template name without spaces, using underscores instead. For example, use ‘send_offer_message’. Next, choose the template type based on your message content. using Pabbly Connect

Select text message for basic text.
Choose file message for images, videos, or locations.

After selecting the template type, you can compose your message in the provided box. As you type, a preview will appear on the right side. Use variables within curly braces to personalize the message for each recipient.

3. Adding Variables and Files to Your Template

When composing your message in AI Sensei, you can add variables to customize the content. For instance, if you want to include the customer’s name, you can use a variable format like {1} for the first variable.

To attach files, paste the file link directly into the message. You can also provide sample values for the variables to guide the system on what data to expect. This is crucial for ensuring your messages are correctly formatted.

4. Incorporating Interactive Buttons and Quick Replies

In your WhatsApp template, you can add interactive buttons to enhance user engagement. For example, you can create a button titled ‘Call Now’ that links to a phone number. Use the button value to input the phone number, ensuring it includes the correct country code. using Pabbly Connect

Add a button for your website with a relevant URL.
Incorporate quick replies for user responses.

These features allow you to create a more interactive experience for your customers. After finalizing your template, submit it for approval to WhatsApp.

5. Template Approval Process and Summary

Once you submit your WhatsApp template for approval, it will be reviewed by Facebook. The approval process can take anywhere from a few seconds to several hours. You can check the status of your template in the all section of AI Sensei.

After approval, your template will be ready to use for sending messages to customers. It’s essential to follow these steps carefully to ensure your templates meet WhatsApp’s guidelines.

Conclusion

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

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

In summary, integrating WhatsApp with Check, Box, Facebook, and AI Sensei can streamline your communication. By following these steps, you can create effective WhatsApp templates that enhance customer engagement and satisfaction.