How to send Whatsapp template with documents

If you want to send WhatsApp templates that contains attachments (such as images, pdf files, video's), you can do so through the following steps, take into account a number of actions that you must perform before you can use this.

  1. You need a login to the 360dialog client portal.

  2. Make the specific template(s).

  3. Make sure the template(s) are synced, verified and ready for use.

  4. Visible in the DialoX platform.

How to make the template(s)

When you are logged in your 360dialog account, click on the blue " Add template " button to make your template.

Give your new template a new, category, pick a language and choose for the Media & Interactive template type. This is essential for making this specific template, it should look something like this:

While creating the new template, you can use the table below to clarify your type of template and how you will use it. Once you have finished entering all the necessary fields, click preview and submit.

Type
Explanation
Details

Header

Decide your header type.

Text, image, document or video.

Body

Fill in your template here.

Use text and-or variables to make your templates more dynamic.

Footer

Fill in a footer for your template.

Set a foot note.

Button

Create custom buttons.

Phone number, quick reply, url or copy code.

In some cases the person(s) you're trying to contact, could have a feeling of discomfort when they see a outbound without a title. Please make sure to name your document before sending it. This way you can avoid not getting a reaction or incite the feeling of spam.

Templates example

Template example using the specifics stated above
Full preview of the template example

Status

Once you have submitted your new template it will be sent to the Meta group for review, these submissions normally take between 5 min's max. The template will be stored in your Templates tab with a pending status.

When the pending status has been changed to approved, you will be able to send the outbound whatsapp template including attachment type(s) with the DialoX platform.

Sending templates with custom variables

In relation to using custom fields, you fill these to store user-related variables and use it for sending outbound whatsapp templates. For instance, you have 3 variables that can carry specific context such as;

First assign the extra user related fields
Filled in Account Manager & Department user details

Example on how to use the variables

To actually use the variables that you want to make dynamic, simply type /variablename and choose from the specific variables.

Variable
Example
Explanation

{{1}}

{{user.first_name}}

When you want to personalise your template to the specific person you are trying to reach.

{{2}}

{{account_manager}}

When you want to clarify which account manager is handling this specific person you are trying to reach.

{{3}}

{{department}}

When you want to clarify which department is sending the template.

Extra controles for broadcasts

When reaching this stage you can either choose to send your broadcast now or plan your broadcast for the future. This makes a great tool for controlling newsletters, status malfunction messages, campaigns, etc.

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