Prerequisite: You must have subscribed to the "Omnichannel" add-on.
To create a Template
- Go to the Ringover Dashboard and click on the button to configure the WhatsApp integration
- Click on “Add a Template”.
- Enter a name, then add the body text of the message.
- You’ll see that your Template is marked as “pending validation” (it will be validated by WhatsApp, which can take around 48-72 hours).
- If your Template has been validated by Whatsapp, it will be marked as active. Otherwise, it’ll be marked as inactive or rejected.
💡If your Template has been rejected, please refer to this link for further information: https://developers.facebook.com/docs/whatsapp/message-templates/guidelines/
In the meantime, pending the validation of your Template, go back to the Whatsapp integration on your Dashboard, and then you’ll need to select the agent or agent group to whom you want to assign this number (list of your agents and group) by clicking on the pen icon to the right of the number that you’ve connected.
Creating a conversation and sending messages
- Go to the Ringover Webapp or your Android application and access the Messages section, then click on the WhatsApp icon.
- Click on New Message.
- Select or enter the number that you want to send the message to.
- Select the Template you want to use, which you’ve created previously following the steps explained above.
- Click on send.
- You can only reply to messages once the contact has replied to your first message.
Notes:
- After the first Template or message sent by the agent, you have 24 hours to reply. After this period, the conversation will be set to inactive and you’ll need to send another Template to restart the conversation (you can select another one).
- If you receive a message from a contact without having sent a Template, you can reply to the contact within a 24-hour period.
Schedule a message
You have the option to schedule a message for a specific date and time. To do so, after writing your message for the desired recipient, a dropdown list next to the send button will offer you three options.