How to Set Up WhatsApp Templates for Bulk Messaging?

WhatsApp

Updated at Sep 11, 2024

8 min to read

BotPenguin AI Chatbot maker

Rahul Gupta

Assistant Marketing Manager, BotPenguin

BotPenguin Blogs

Understanding WhatsApp Business API and Templates

Businesses are increasingly turning to messaging platforms like WhatsApp to connect with their customers. 

However, manually crafting individual messages can be time-consuming and inefficient, especially when it comes to bulk messaging campaigns. 

This is where the power of WhatsApp templates comes into play. It allows businesses to streamline their communication efforts while maintaining a personal touch. 

According to a report by Juniper Research, the global messaging market is expected to reach $78.9 billion by 2026, with WhatsApp predicted to account for a significant portion of this growth (Messaging Platforms: Future Opportunities & Revenue Models, 2021). 

This highlights the growing importance of leveraging messaging platforms like WhatsApp for effective customer engagement.

By setting up pre-approved templates, businesses can quickly create and send personalized messages at scale, reducing the time and effort required for individual message composition. 

WhatsApp templates can be tailored to specific campaigns, product promotions, or customer segments. 

It also ensures that the messaging remains relevant and resonates with the target audience.

Let's dive straight into what makes WhatsApp Business API and templates a game-changer for chatting with customers. 

Why Use Templates for Bulk Messaging on WhatsApp?

Think of WhatsApp templates as your best conversation starters. 

They are pre-approved messages that let you chat with customers quickly, without starting from scratch every time. 

Why Use Templates for Bulk Messaging on WhatsApp?

Here’s why they're super useful:

  • Efficiency: Send the same info to many customers without typing it out each time.
  • Consistency: Every message sticks to your 'brand voice', so you sound like you, always.
  • Compliance: WhatsApp checks these templates to make sure they're user-friendly and not spammy. This keeps everyone happy.

Requirements for Utilizing WhatsApp Business API

Now, not everyone can just jump in and start sending messages. Here are the basics you need:

  • A business account: Makes sense, right? You need to be recognized as a business on WhatsApp.
  • A phone number: This will be your official business number on WhatsApp, so choose wisely.
  • Approval: WhatsApp doesn’t let just anyone send bulk messages. They check you out first to make sure you’re legit.

Setting Up Your WhatsApp Business API

WhatsApp Business API

Once you’ve decided to use WhatsApp Business API, there are a couple of steps to get you hooked up and ready to send those WhatsApp message templates.

Step 1
Register for WhatsApp Business API

Register with an official WhatsApp Business Solution Provider (BSP) to gain access to the API.

Step 2
Verify Your Business

Submit your business details for verification. This includes providing your business name, website, and contact information.

Step 3
Set Up API Integration

Integrate the WhatsApp API with your business systems using the provided documentation. This step may require technical expertise.

Step 4
Create WhatsApp Templates

Create WhatsApp Templates
Source: Trengo

Design WhatsApp templates for pre-approved messages. These templates ensure compliance with WhatsApp's messaging policies and facilitate streamlined communication.

Step 5
Submit Templates for Approval

Submit your templates for approval via the BSP dashboard. Approval ensures that your messages adhere to WhatsApp's guidelines.

Step 6
Start Messaging

Once templates are approved, start using the API to send messages to your customers, enhancing engagement and support.

 

Suggested Reading: 
Best Practices for Creating Meta Approved WhatsApp Templates

 

Crafting Effective WhatsApp Message Templates

Crafting Effective WhatsApp Message Templates

When you've got a lot to say and not much time, WhatsApp templates come to the rescue. They're like a trusty toolkit for your conversations, letting you hit send in seconds.

Complying with WhatsApp Template Guidelines

WhatsApp keeps a close eye on messages to keep the chat clean and spam-free. 

Stick to their playbook: format your message right, keep it short and sweet, and wait for the thumbs-up from WhatsApp before sending.

 

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Utilizing Template Variables for Personalization

WhatsApp message templates allow businesses to insert variable fields like, etc. to dynamically personalize messages with customer-specific information. 

These variables can be populated with details like the customer's name, account details, or any other relevant data to create highly contextualized and personalized messages. 

Leveraging template variables enables businesses to deliver tailored communications at scale while maintaining a personal touch, enhancing customer engagement and conversions. 

Building Your WhatsApp Template Library

Building Your WhatsApp Template Library  Educational Content and Industry Insights

Creating a lineup of go-to WhatsApp templates is like packing a toolbox for all your chat needs. Let's keep things tidy and practical.

Categorizing Templates for Easy Organization

Having an "Orders" section makes more sense than scrambling through piles of templates when you need to confirm a purchase quickly. 

It’s about making your templates easy to grab when you’re in the middle of a busy chat day.

 

Suggested Reading: 
How WhatsApp Messaging Templates can Boost Marketing ROI?

 

Common WhatsApp Template Use Cases

Now, let’s talk about putting these templates to work.

  • For Order Confirmations: Picture this: a customer buys something from you. They're excited. You're excited. Everything's good. 
    Then, you send a quick WhatsApp message template that says, "Hey, we got your order! It's on its way." Simple, effective, and it keeps everyone in the loop.
     
  • Appointment Reminders: Ever forget about an appointment until the last second? We've all been there. Sending a friendly nudge through a WhatsApp business message template like, "Don’t forget, we’re seeing you at 3 PM tomorrow!" can save everyone a lot of headaches.
     
  • Promotional Offers: Everyone loves a good deal. Imagine you're scrolling through your messages, and boom, there's a special offer just for you. Using a whatsapp chatbot to send out offers makes customers feel like they’ve got the inside scoop on savings.

In these scenarios, the chatbot for WhatsApp can be your behind-the-scenes hero. It’s like having an efficient assistant who never sleeps, making sure your customers get the right messages at the right time.

Sending Bulk Messages Using WhatsApp Templates

Sending Bulk Messages Using WhatsApp Templates

Getting the word out in bulk? With WhatsApp templates, you can chat with lots of folks at once without breaking a sweat.

Choosing the Right Messaging Tool/Platform

Before blasting your messages, you'll need the right slingshot. That means picking a platform that can handle a heap of messages without a glitch. 

You want something sturdy and reliable, like a trusty car for a long road trip. So, check out your options and pick one that fits your needs like a glove.

Uploading Your Approved Templates

Once you've picked your ride, it's time to load it up. Your WhatsApp business message templates should slide into your chosen platform like letters in a mailbox. 

Targeting Your Audience for Effective Delivery

Now, think about who's on the receiving end. You wouldn't send a toy catalog to your grandma, would you? 

Group your contacts like you're sorting out socks. Make sure these WhatsApp message templates land in the right chats for people to actually find them handy.

Best Practices for Sending Bulk WhatsApp Messages

Best Practices for Sending Bulk WhatsApp Messages

Alright, you're set to go. But wait, there's a knack to this—some best practices to stick to.

Optimizing Send Time for Maximum Reach

Timing is king. It's no good sending a breakfast offer at dinner time. Pay attention to the clock, consider where your customers are, and hit send when they’re likely looking at their phones.

Tracking and Analyzing Results to Improve Performance

After your messages are out there, keep an eye on them. How did they do? Are people opening them? Look for patterns as if you're searching for clues. 

Adjust your aim based on what you find, and each message batch can only get better.

 

Suggested Reading: 
Examples of High Converting WhatsApp Messaging Templates

 

Maintaining a Consistent Brand Voice and Identity

Your messages should sound like they come from you, not just any old Joe. 

Whether it's through a WhatsApp chatbot or in person, your chat should feel as familiar as a friend's voice. Keep it consistent—your customers will appreciate knowing what to expect.

Providing Easy Opt-Out Options for Users

Lastly, remember to play fair. If someone wants out, make it smooth for them to leave. Adding an easy opt-out is like showing visitors where the door is—good manners make for good business.

Sending bulk messages with WhatsApp templates doesn't have to feel like rocket science. Keep it simple, direct, and most importantly, make it feel like you. Your customers will thank you for it.

 

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Conclusion

By leveraging pre-approved templates, companies can quickly create and send personalized messages at scale, reducing the time and effort required for individual message composition.

However, it's crucial to strike a balance between efficiency and authenticity when using templates. Over reliance on generic messages can come across as impersonal and detract from the intended customer experience. 

Businesses should aim to create dynamic templates that can be easily customized with personalized details. As it would ensure that each message feels tailored to the recipient.

Additionally, compliance with messaging regulations and obtaining proper consent from customers should be a top priority. Businesses must stay up-to-date with evolving data privacy laws and messaging guidelines to avoid potential legal and reputational risks.

As messaging platforms like WhatsApp continue to evolve and become more integrated into business operations, the effective use of templates will become increasingly important for companies looking to stay ahead of the curve and deliver exceptional customer experiences at scale.

Frequently Asked Questions (FAQs)

What do I need to start using WhatsApp templates for bulk messaging?

You'll need a WhatsApp Business account and approval for WhatsApp Business API to start sending out bulk messages using templates.

How do I create a WhatsApp template for bulk messaging?

Draft your message following WhatsApp's guidelines, then submit it through the WhatsApp Business API for approval before use.

Can I include links and media in my WhatsApp bulk messages?

Yes, you can include website links and media like images or documents in your templates to make your messages more engaging.

How long does it take for a WhatsApp template to get approved?

Approval times vary, but typically, WhatsApp reviews and approves templates within 48 hours.

Is there a limit to how many WhatsApp templates I can send in bulk?

No limit on the number of templates, but keep in mind WhatsApp monitors messaging for compliance with their policies.



 

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Table of Contents

BotPenguin AI Chatbot maker
  • Understanding WhatsApp Business API and Templates
  • BotPenguin AI Chatbot maker
  • Why Use Templates for Bulk Messaging on WhatsApp?
  • BotPenguin AI Chatbot maker
  • Setting Up Your WhatsApp Business API
  • BotPenguin AI Chatbot maker
  • Crafting Effective WhatsApp Message Templates
  • BotPenguin AI Chatbot maker
  • Building Your WhatsApp Template Library
  • BotPenguin AI Chatbot maker
  • Sending Bulk Messages Using WhatsApp Templates
  • BotPenguin AI Chatbot maker
  • Best Practices for Sending Bulk WhatsApp Messages
  • Conclusion
  • BotPenguin AI Chatbot maker
  • Frequently Asked Questions (FAQs)