How to create Media Type WhatsApp Template?

How to create Media Type WhatsApp Template?

Prerequisites:
Your WhatsApp Business account should be connected.
Plan: Elevate. Add-on - WhatsApp Business.
Profile Permissions: WhatsApp Template -> Basic Access permissions -> "Read" & "Create".

YouTube - Kylas Native WhatsApp Integration






Step 1:
Now to create simple WhatsApp Template, go to WhatsApp Business > Templates, then click on CTA - "Create Template" button. After clicking on Create Template, you'll able to create template.






Step 2:
After clicking on Create template, Create template section will open, then at "Account Name" field, you can select any connected account as per your requirement. After selecting account, you'll be able to do conversation with your Leads/Contacts.




Step 3:
After selecting account, you can select on which entity you are creating template. Select entity as Lead/Contact, then you'll able to access that created template on that entity.



Step 4:
To access the template on the entity, you'll need to give name to that template at "Template Name" field. Give template name in the Template Name field. After giving name to the template then you will able see entity templates available with the name given while creating template.



Step 5:
While creating template, you need to select the template category at "Category" field. As there are "Marketing" and "Utility" category types. Refer Meta Template Categorization. As there are two "Marketing" and "Utility" categories. You can select category as per your requirement. After selecting category you'll be able to identify which type of template you've created. As Marketing templates are most flexible, it enable business to achieve a wide range of goals from generating awareness to driving sales and more.
Utility templates are typically triggered by user actions or request, it must include about the active or ongoing transaction, account, subscription or interaction to which they relate.




Step 6:
Select Language in "Language" field, after selecting language you can create that template in that chosen language. Now, if you need to create Media type template then, you need to select "Media" type as a Header type. After selecting Media type you'll able to attach the Image/Video/Documents type of attachments.



Step 7:
You need to add specific details in template. Add those details in the "Content" field. After adding details in the content field then you'll be able to see  those content below the header media of the template. After adding the content your see the preview of the Media type template in right side in both Android and Mac.





Step 8:
After filling all the fields, if you want to save the template then just click on the CTA - "Submit & Next". After Saving the template you'll able to see the saved template in the "WhatsApp Business > Templates" section.


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