Whatsapp Templates

This guide will help partners of BotPenguin use the WhatsApp Templates section in the Partner Panel. With this feature, you can add pre-built WhatsApp message templates for your end users. Follow the steps below to configure and manage these templates efficiently.

Prerequisites

1. Customer Account: Ensure you have a customer account created in the panel and assigned a plan. If you need help creating a customer, please refer to the linked documentation.

Customer Management | BotPenguin for Partners

1. WhatsApp Bot: Make sure the customer account has a WhatsApp bot created. If not, use the provided link to learn how to create a WhatsApp bot.

WhatsApp Chatbot | BotPenguin for Partners

Step-by-Step Guide

Step 1: Create a Customer

1. Navigate to the Customers section in your Partner Panel.

2. Follow the linked documentation to create a customer account.

3. Log in to the newly created customer account.

Step 2: Create a WhatsApp Bot

1. If the WhatsApp bot is not already created for this customer, refer to the linked documentation and create one.

2. Once created, navigate to the bot in the customer account.

Step 3: Create WhatsApp Templates

1. In the customer account, go to the WhatsApp Automation section.

2. Locate the Templates section.

3. Create the required templates:

   • Follow the linked documentation for a detailed guide on how to create WhatsApp templates.

   • You can create multiple templates, such as announcements, sales alerts, or other use cases.

WhatsApp Template Setup | BotPenguin for Partners

Step 4: Add Templates to the Partner Panel

1. Navigate back to the Partner Panel.

2. Go to the Configurations section and click on WhatsApp Templates.

3. Click the Create / Add Template button.

Step 5: Fill in the Template Details

1. Template Name:

   • Provide a descriptive name. For example, if the template is for a 50% sale announcement, name it Sale Announcement or Sale Alert.

2. Customer:

   • Select the customer account where you created the template.

3. Platform:

   • Choose WhatsApp from the dropdown menu.

4. Template:

   • Select the template you created earlier.

5. Template Category:

   • Choose the appropriate category from the dropdown.

6. Tags:

   • Assign relevant tags from the dropdown.

7. Description:

   • Add a brief description, such as, “This template is for announcing sales to customers.”

8. Upload Image:

   • Upload an appropriate image related to the template.

9. Click on Create Template.

Step 6: Manage Templates

1. Once created, the template will appear in the templates table.

2. The table includes options to:

   • Enable Visibility: Use the toggle to make the template visible to all customers in the Partner Panel.

   • Edit or Delete: Use the actions button in the table to modify or remove templates.