How To Create Utility Custom Template

How To Create Utility Custom Template


1. Utility templates

Utility templates

2. Template icon

Template icon

3. Click "Create template"

Click 'Create template'

4. Utility Template

Utility Template

5. Custom Message Type

Custom Message Type

6. Language

Language

7. Language choices

Language choices

8. Continue Button

Continue Button

9. Header

Header

10. Header Types

Header Types

11. Message preview

Message preview

12. Header Type : None


13. When you select the header as text, this is how the header will appear.

When you select the header as text, this is how the header will appear.

14. Header type : Media


15. This is how the image will appear in the header.

This is how the image will appear in the header.

16. Add variable

Add variable

17. Place the cursor where you want to add the variable, and then click on "Add variable."

Place the cursor where you want to add the variable, and then click on 'Add variable.'

18. Variable values

Variable values

19. Body

Body

20. You can also select the text and apply bold or italic formatting.

You can also select the text and apply bold or italic formatting.
Footer

22. This is how the footer content will look like.

This is how the footer content will look like.

23. CTA(Call To Action)

CTA(Call To Action)

24. Note

Note

25. Action Types

Action Types

26. Action : Number


27. This is how the Number CTA button will look like.

This is how the Number CTA button will look like.

28. Click "Add CTA"

Click 'Add CTA'

29. Action : Website


30. This is how the "Website CTA" button will appear in the template.

This is how the 'Website CTA' button will appear in the template.

31. Add Quick Reply

Add Quick Reply

32. Note : Max 6 quick replies (5 reply & 1 opt-out) can be added.


33. Action Types

Action Types

34. Action : Reply


35. This is how the quick reply will look like.

This is how the quick reply will look like.

36. Action : Opt out


37. Opt out details

Opt out details

38. This is how the "Opt out" button will look like.

This is how the 'Opt out' button will look like.

39. Click "Send for approval"

Click 'Send for approval'

40. Error notification

Error notification

41. The issue lies in the header, as it allows only a single line of text to be added.

Access the specified message.
The issue lies in the header, as it allows only a single line of text to be added.

42. I have changed the header text to satisfy the condition.

Select the designated content.
I have changed the header text to satisfy the condition.

43. Also changed the text in the body by adding the variable.

Choose the specified option.
Also changed the text in the body by adding the variable.

44. Click "Send for approval"

Proceed to send the message for approval.
Click 'Send for approval'

45. You will receive this notification after successfully creating the template.

Confirm the creation of the WhatsApp template.
You will receive this notification after successfully creating the template.

46. As you can see, the template has been created, but it's currently in the pending state. Refresh the page, and it will change to the approved state.

Select the pending order status.
As you can see, the template has been created, but it's currently in the pending state. Refresh the page, and it will change to the approved state.

47. The status has been changed to "Approved" after refreshing the page.

Choose the approved order status.
The status has been changed to 'Approved' after refreshing the page.
The guide covered a range of actions in Jwero and Chatgpt applications, including template creation, message customization, adding quick replies, and sending messages for approval. These step-by-step instructions aim to facilitate employee training by streamlining processes in the specified applications.