Mastering message templates in your CRM: A step-by-step guide

Message templates can be a game-changer for growing businesses. Here is how you can create message templates in your CRM and start using them right away.

Mastering message templates in your CRM: A step-by-step guide

If you're using a customer relationship management (CRM) system, chances are you are sending a lot of messages to clients and prospects. While personalised communication is a key to building strong relationships, it can also be time-consuming to write the same types of messages over and over again. That's where message templates come in.

Message templates are pre-written messages that you can use as a starting point for your communication. They can be customised to fit the specific needs of each client or prospect, saving you time and energy while still maintaining a personal touch. They also help you maintain consistency in your communication with clients and prospects.

In this blog post, we will provide you with

  • Tips to get started with message templates
  • Guide to creating WhatsApp message templates
  • Guide to creating templates for Facebook, Instagram, and Telegram channels

By the end of this blog, you will be an expert at message templates in your CRM.


Tips to get started with message templates

Here are a few tips to create effective message templates in your CRM.

  1. Identify the types of messages you send most frequently. These could be messages to confirm appointments, follow-up messages after meetings, or messages to introduce yourself to a new contact. By identifying your most common messages, you can prioritise which templates to create first.
  2. Gather all of the necessary information you typically include in these messages. This could include your contact information, any relevant details about your business or services, and any specific language or branding you use.
  3. Start drafting your message template. Begin with a basic outline of your message and fill in the details with the necessary information. Be sure to include all the relevant details. The details that keep changing can be populated as variables.
  4. Test your message templates. Send them to a few different people to see if they are clear and easy to understand. Make any necessary adjustments based on feedback.
  5. Get approvals for the message templates wherever required. To send message templates through the WhatsApp channel in the CRM, the message templates need to be pre-approved. However, to send messages through Facebook, Instagram, and Telegram, approval for message templates is not required.

Read our blog on message templates to know more about the best practices for creating message templates, types of message templates, and how to use them for your business.


Guide to creating WhatsApp message templates

WhatsApp is an effective tool in modern sales. It has a wide reach and is cost-effective. For businesses, there are different versions of WhatsApp: WhatsApp business app and WhatsApp API. While the WhatsApp Business app is appropriate for small businesses, WhatsApp API is crafted for growing businesses.

In this blog, we shall look into how to create WhatsApp message templates for WhatsApp API.

Steps to create message templates for WhatsApp Business API

For WhatsApp business API, note that the message templates need to be approved by WhatsApp through Twilio.

After you integrate WhatsApp business API with CRM through Twilio, there are two major steps in creating and using the message templates.

  1. Create and submit the template for approval
  2. Add the approved message template to your CRM

1. Creating and submitting the template for approval

1. Login to your Twilio account.

2. Navigate to the Twilio console.

3. Click on “Messaging”. Click on “Senders”. Click on “WhatsApp templates”.

4. Click on “Submit a message template”.

Note: If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates.

5. On the next screen, fill out the necessary information and submit it. WhatsApp’s team will analyse the submitted information and either approve or reject your template.

Note: Once you submit a template, it cannot be edited through the Twilio console.

Please refer to the WhatsApp documentation to learn more about message template formatting and supported languages.


2. Adding the templates in CRM

To start using the template, you should add the template to the CRM and link it to the channels. Follow the below-given instructions.

1. Login to your CRM.

2. Click on the “Settings” icon on the top right corner of your CRM system and navigate to “Customisation”.

3. Then, navigate to the “Templates” screen.

4. Click “Create New” to create a custom template.

Note: Templates can be also created without channels but will not be available while broadcasting.

Steps to create message templates for WhatsApp Cloud API

For WhatsApp Cloud API, note that the message templates can be approved by WhatsApp directly, without any involvement of the WhatsApp partners.

1. Login to Facebook business manager.

2. Click “Message templates” on the left panel.

3. Click “Create Template”.

4. Choose Category, add the name and language, and click “Continue”.

5. Edit the template. Add Header, Choose media type for the header, content for the body, footer, buttons, and other necessary details.

Note:

  • You can create templates in multiple languages.
  • The templates will take time to get approved.

6. Click “Add sample” to add a sample media file.

7. Click “Submit”.

8. In the popup, click “Confirm”. The template will be submitted for review.

If you navigate to the template list, you can see the status of your submitted template. It can take up to 1 day to get approved from Facebook.


Guide to creating and using the templates for Facebook, Instagram, and Telegram channels

The templates for Facebook, Instagram, and Telegram channels can be created in Pepper Cloud CRM straight away and they don’t need any approvals from the respective social media platforms (unlike WhatsApp templates).

Here is the step-by-step process to create message templates.

1. Login to your CRM account.

2. Click the settings icon on the top-right corner of the screen and navigate to “Customisation” and choose “Channel Template”.

3. Click “Create New” to create a new message template.

4.  Choose the Channel. You can also select multiple channels with which you would like to associate the template.

Note: Only Facebook, Instagram, and Telegram channels will be listed in the Channel dropdown.

5. Add the name and content of the template and click “Save” to create the message template.

You can view all your templates on the listing screen.


Sending message templates to your leads and contacts

The method of sending message templates to your leads or contacts through WhatsApp, Facebook, Instagram, and Telegram is the same. However, there are a few points that need to be considered.

Points to consider:

  • Message broadcast feature is available only in WhatsApp. It is not available for any other channels.
  • In the WhatsApp channel, you can initiate a conversation by sending message templates. But, in Facebook, Instagram, and Telegram channels, you can’t initiate the conversation. However, in these channels, you can use message templates to send quick replies and avoid repetitive tasks such as writing the same messages over and again.

Steps to send message templates

1. Navigate to the “Messages” module in your CRM.

Note: Your team member can access the message module only if the admin has provided the permissions.

2. Click the message template icon in the message window.

3. In the popup, choose the template from the dropdown and add data for variables in your template. Click “send”.

Broadcasting message templates with WhatsApp broadcast feature

As mentioned above, you can use send message templates to multiple recipients with the WhatsApp broadcast feature. Here are the steps for the same.

1. Navigate to the Lead or contact module.

2. Select all the records or only selected records.

3. Click “Actions”

4. Click “Send Broadcast”

5. Add a name to your broadcast, choose Channel, and choose the template. (only approved templates associated with the channel will be visible in the dropdown). Add the variable values, if required. Click “Next”.

6. Add recipient details and schedule the broadcast. You can also test the broadcast by sending a message to your number. Click “Send”

7. You will be redirected to the “Bulk Action” screen where you can check the status of your broadcast.


Conclusion

Using message templates in your CRM can be a game-changer for your communication strategy. By saving time on repetitive messaging, you can focus on building strong relationships with your clients and prospects, ultimately leading to increased success for your business. Pepper Cloud CRM can be your partner and a friend in your sales growth journey. Talk to our friendly customer support team.


Further reading

WhatsApp Message Templates for your Business: Introduction & Examples
WhatsApp message templates are pre-approved messages that companies send to their leads. Read more about Message templates and check out a few examples in this blog.
WhatsApp promotional messages: Tips, use cases, & examples | Pepper Cloud Blog
WhatsApp has always been a fast, simple, and convenient messaging channel. Learn how you can leverage it for your business growth with WhatsApp promotional messages.