Choose WhatsApp templates for visit follow-ups and return invitations. You need permission to send campaigns and a connected property WhatsApp number.

Steps

  1. Open Engagement → Settings → WhatsApp engagement and choose Use recommended templates. Check Recommendation language and choose Load language if you need another language.
  2. Under Review request and reminder, choose the wording you want. Review its preview, category, header, footer, and review button.
  3. Choose a visit detail for each Message detail. Include the visit date or a description of the visit. If the wording has no review button, include Guest’s review link in the message details.
  4. Review Also prepare a return invitation if you want an optional invitation to visit again. Check its wording, then choose Add these templates.
  5. Check the approval status. For a pending template, use Check approval later. Review rejected wording in WhatsApp Manager. If an import is interrupted, choose Retry remaining requests to continue without repeating completed imports.
  6. Review the selected templates, language, and timing and privacy settings. Choose Save WhatsApp settings.

Adding templates does not send a message or turn on follow-ups. Enable the follow-ups you want in the property’s settings after the templates are approved. Delivered messages use the property’s WhatsApp balance.