Templates Sync & Channel Updates

Templates Sync & Channel Updates

OCP allows its users to create and synchronize WhatsApp templates directly from the platform. These are the main functionalities:

  • Template Creation:
    Navigate to Content > Messenger Templates to create templates within OCP.



  • Categories Supported:

    • Marketing: Send promotions or information about your products, services or business

    • Authetication: Send codes to verify a transaction or login

    • Utility: Send messages about an existing order or account

    • Carousel: Send a single text message, accompanied by a set of up to 10 carousel cards

    • Limited-Time Offer: Allow you to display expiration dates and running countdown timers for offer codes



  • Media Attachments:
    You can include images, documents, locations, phone numbers, URLs, and reply buttons in your templates.



  • Reply Button Update: Previously, up to 3 buttons were supported. Now, up to 10 reply buttons can be added.



2. New Features

2.1 Edit WhatsApp Templates

  • Previously, templates could only be created but not edited. Now, you can:

    1. Edit existing templates.

    2. Submit changes for review directly from OCP.

    3. Approved changes will automatically update templates used in the Flow Builder.



2.2 Template Analytics

  • A new Template Message Analytics feature provides insights into:

    • Number of messages sent, delivered, and viewed.

    • Conversation costs for WhatsApp template messages.


  • How to Access:
    Navigate to OCP and click the Template Message Analytics icon.


  • Metrics are displayed in UTC time zone (not the workspace time zone).

  • These insights are useful for tracking message performance and cost efficiency.



2.3 Check-in Use

  • Feature: Easily track where templates are being used within flows.

  • How It Works:

    • Click the Check-in Use button on a template to view all flows using it.



  • Use filters to locate specific flows or message types.



  • This feature centralizes template management, allowing quick modifications to multiple flows simultaneously.

2.4 Default Values

  • Purpose: Reduce manual input when sending template messages.

  • How It Works:

    • Set default values for variables (e.g., custom fields, URLs) in templates.

    • Default values are automatically applied when sending messages but can still be modified if needed.

    • Setup:

      • Go to Message Templates, click the edit icon, and configure default values.




2.5 Enhanced Bot Template Installations

  • Objective: Simplify the process of building comprehensive chatbot solutions on the WhatsApp channel.

  • Key Updates:

    • When building chatbot templates:

      • All template messages used in a flow will be packaged with the chatbot template.

      • Default values for these templates are included.

    • Upon installing the chatbot template:

      • OCP will automatically create and synchronize all templates with their default values.

  • Important Notes:

    • Only WhatsApp Cloud is supported for this functionality.

    • Ensure the WhatsApp number is connected to the account before installing templates.

 

These updates enhance the usability, flexibility, and analytics of WhatsApp templates within OCP. With these improvements, users can now:

  • Edit and manage templates more efficiently.

  • Gain insights into template performance.

  • Streamline the process of building WhatsApp-based chatbot solutions.








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