Templates
Save messages you send again and again, for SMS and WhatsApp.
A template is a message you saved to use again: a welcome text, an order update, a monthly newsletter. When you write a message or a broadcast, pick a template to fill it in, change anything you like, and send.
Make a template
- In Engagement → Templates, select New template.
- Name it, and choose its Channel: SMS or WhatsApp.
- Choose its Category: what it's for.
- Write the message.
- Save.
| Category | For |
|---|---|
| Marketing | Offers, news and anything promotional. |
| Utility | Things a customer needs to know: orders, appointments. |
| Authentication | One-time codes. |
These are WhatsApp's three categories, used for every channel. A WhatsApp template takes the category Meta gave the template it uses.
Fill in each customer's name and details with placeholders, such as {{name|there}}.
WhatsApp templates
WhatsApp has its own rules: outside the 24-hour window, and for broadcasts, you can only send a template Meta approved. Write it in Goomzo, and Goomzo submits it to Meta for you.
- In New template, choose Channel WhatsApp.
- Choose its Category (marketing or utility) and Language.
- Write the message, with placeholders as above, and optionally a header, a footer and up to 3 quick replies.
- Select Save. Goomzo sends it to Meta for review, and it shows In review until Meta approves it, usually within minutes, then it's ready.
Meta's rules: the message can't start or end with a placeholder, or have two side by side; the header and footer are one line of up to 60 characters, and the footer can't have placeholders. A template you made in WhatsApp Manager can be used too: select it under Integrations → WhatsApp → Templates.
A WhatsApp template can't be sent while Meta is reviewing or has paused it, or once it's deleted from your WhatsApp account. Templates shows why, and it's ready again once Meta allows it.
Use a template
In Compose or New broadcast, choose Template in the Message section. Only templates for the channel you chose, and ready to send, are listed.
Templates can also be managed through the API: GET, POST, PATCH and DELETE on /v1/templates.
The template library, Goomzo's published templates to start from, is GET /v1/templates/library, filtered by
channel, category, industry, usecase and q; POST /v1/templates/library/{id} with { "name" } saves you
your own copy of one. A template the library doesn't have can be asked for from the library page's Contact us.
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