WhatsApp Templates:
Creating multiple types of templates is supported in BIK Dashboard. These template can be used while sending campaigns or in automations and some of them can be used in Helpdesk. The following types of templates can be created in BIK Dashboard:
1. Normal Template
2. Copy Code Template
3. Limited Time Offer (LTO) Template
4. Product Carousel
5. Media Carousel
Normal WhatsApp Template:
BIK supports the integration of multiple Call-to-Action (CTA) buttons and Quick Reply Buttons (QRB) within the Normal Template.
You can use these templates as utility templates to send order updates, event updates and more.
You can also add document header, text headers which you cannot add in the carousel type of template.
You can only add one variable in the text header and only PDF files are accepted in document section.
You cannot add multiple phone buttons in the same normal template.
Steps for creating Normal template:
Navigate to "https://dashboard.bik.ai/content/my-templates".
Click on create new template button.
Enter the template name.
Select template category.
Select the message type as Normal Message.
Select the sub-category which is optional.
Click on save and continue.
After filling all the required fields Save the template, you can also save it as draft if you want to make any changes in future.
Copy Code Template:
You can now seamlessly include coupon codes within your templates.
This feature allows you to offer discounts, promotions, or special deals directly to your audience through your templates.
These coupon codes can be copied to clipboard directly by clicking on the copy code button unlike QRB.
There are some restrictions involved in this type of template:
Alpha-Numeric Codes without Spaces: Coupon codes must be alpha-numeric (containing both letters and numbers) and should not include spaces.
Limitation on Coupon Code Placement: Only the first button within the template can be designated as a coupon code. For this reason, we block the drag and drop option for the copy code button.
Steps for creating Copy Code template:
Navigate to "https://dashboard.bik.ai/content/my-templates".
Click on create new template button.
Enter the template name.
Select template category.
Select the message type as Normal Message.
Select the sub-category which is optional.
Click on save and continue.
Add Coupon code in the buttons and add sample Coupon code (you can edit it while sending campaign)
Limited Time Offers (LTO) in Templates:
With this feature, you can seamlessly include limited-time offers within your templates. This capability allows you to promote time-sensitive deals, discounts, or promotions directly to your audience through WhatsApp.
Define Validity Period: During the broadcast sending process, you can define the validity period of the offer.
There are some restrictions involved in LTO template:
Limitation on Coupon Code Placement: Only the first button within the template can be designated as a coupon code. For this reason, we block the drag and drop option for the copy code button.
URL Buttons as 2nd Button: In LTO scenarios, only URL buttons can be used as the second button within the template. To make this easier, we disable other buttons when the LTO checkbox is selected and display an error message if no second button is selected.
Alpha-Numeric Sample Codes: To maintain consistency and compatibility, sample codes for the limited-time offers must be alpha-numeric, without spaces. This format ensures ease of use and prevents potential errors during code redemption.
Handling Past-Dated Offers: If a recipient receives a broadcast with a past-dated offer, the "copy code" button will be omitted from the message. This indicates to the recipient that the offer has expired, preventing confusion and managing expectations effectively.
Text Headers and Footers: Templates with text type of headers are not allowed for LTO templates. For this reason, we disable text header and footers whenever the LTO checkbox is selected and show a tooltip if they are selected before selecting the LTO checkbox.
Steps for creating LTO template
Navigate to "https://dashboard.bik.ai/content/my-templates".
Click on create new template button.
Enter the template name.
Select template category.
Select the message type as Normal Message.
Select the sub-category which is optional.
Click on save and continue.
Add Coupon code in the buttons and add sample Coupon code (you can edit it while sending campaign).
Select the “Code will be available for limited time” check box to make it Limited Time.
You can select the expiry time while sending the campaign.
Carousel Templates:
Carousel templates offer a dynamic and interactive way to present information, products, or services to your audience. There are two types:
1. Product Carousel Template
2. Media Carousel Template
Product Carousel Template:
The Product Carousel Template allows you to craft interactive product showcases within your messages. Featuring up to 10 cards, each card can display product details and include call-to-action buttons, making it ideal for highlighting and promoting your product offerings.
Product Carousel Cards:
You can add up to 10 carousel cards.
Users simply select the desired cards while creating the template, and the corresponding cards are automatically added to the carousel template.
Context Mapper Integration:
Seamless integration with the context mapper enables users to select products effortlessly.
Before sending out the template, users can utilise the context mapper to select the products they wish to feature.
Manual addition of cards is not required as it is input-driven in the context mapper before sending the campaign.
The body and buttons remain the same for all the cards, while you can add the products while sending the template. This is only specific to the product carousel.
Steps for creating Product Carousel template:
Navigate to "https://dashboard.bik.ai/content/my-templates".
Click on create new template button.
Enter the template name.
Select template category.
Select the message type as Carousel Cards.
Select the sub-category which is optional.
Click on save and continue.
Enter the body for the product carousel template and add variables if any.
“No. of Carousel Cards (1-10)” will take the input for number of cards to be added.
Clicking on save and continue takes you to the last step where you need to add a description and at least one button.
Media Carousel Template:
The Media Carousel Template allows you to add images or videos in the carousel cards along with action buttons.
After selecting the media type in the second step and typing body for the carousel template, you can add carousel cards up to 10 cards and can add media and buttons for each card.
You can add different combinations of buttons to each carousel along with the body of the carousel card.
You can also duplicate, delete, or rearrange the carousel cards as per the requirement. Delete option will be disabled for the first card, and duplicate will be disabled when all 10 cards are added.
There is no support for the Copy Code button in the carousel type of template.
Please note that you cannot have more than 3 line breaks inside the carousel card body.
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Steps for creating Media Carousel Template:
Navigate to "https://dashboard.bik.ai/content/my-templates".
Click on create new template button.
Enter the template name.
Select template category.
Select the message type as Carousel Cards.
Select the sub-category which is optional.
Click on save and continue.
Enter the body for the Carousel template.
Type of Content will be Media and description.
Select the media type you want to add.
Add the buttons you need.
Click save and continue.
Click on the first carousel card to expand it and add media, add description and buttons
Click on the “Add Carousel Card” to add a new carousel card or you can duplicate the existing card by clicking on the duplicate card.
You can delete the card by clicking on the delete button.
Save and submit.
While creating the template there should be some text with some meaningful sentences along with variables to get the template approved.
Template may get rejected if there are more variables than the text.
FAQs:
1) Can I add multiple CTA buttons in Normal Templates?
A: Yes, you can now add multiple Call-to-Action (CTA) buttons in Normal Templates. But you cannot add multiple phone buttons.
2) How many CTAs can I include in Carousel Templates?
A: You can add two CTAs per card in Media Type Carousels and Product Carousels.
3) Can I include coupon codes in Carousel Templates?
A: No, coupon codes cannot be included in Carousel Templates.
4) What are the restrictions for Coupon Code Templates?
A: Coupon Code Templates require alpha-numeric codes without spaces, and only the first button can be a coupon code.
5) How should I handle past-dated offers in Limited Time Offers (LTO)?
A: Past-dated offers will be sent without the "copy code" button, indicating that the offer has expired.
6) Are there any limitations in Carousel Templates?
A: Yes, you cannot have more than three new lines in the carousel cards body.
7) Can I modify anything while editing active template?
No, you cannot modify Template name, type and message type while editing a active template.
8) Can I save template as draft at any step?
Yes, you can save the template as draft at any step and there is no validation of template while saving it as draft.
For further assistance or to raise feature requests related to template creation, please contact [email protected]