> For the complete documentation index, see [llms.txt](https://docs.neodove.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neodove.com/admin-portal/campaigns/create-campaign/customer-details-form/create-whatsapp-templates.md).

# Creating Whatsapp Message Templates

{% embed url="<https://youtu.be/vmDWYxx9Z5E>" %}

{% hint style="success" %}
Enhance customer communication efficiency by utilizing **pre-drafted message templates** through three mediums i.e., WhatsApp, Email, and SMS.
{% endhint %}

### This **feature** helps in:-

***

* Sending **personalized messages** to your leads.
* This not only improves customer communication but also enhances the chances of **converting prospects**.
* Send messages directly without the need to **save** the customer's number in your contact book, all with just **one click**.

## Steps to Create Template:

***

1\. **Log in** to your NeoDove account (<https://connect.neodove.com/>).                                                                                                                    2. Create a **campaign** (Go to Pipeline > Type of Pipeline > Create Campaign).                                                                                 3. Fill in the **Basic Details** Campaign Form.                                                                                                                                         4. Now, go to the **Engagement Form**.                                                                                                                                                                                                  5. Post that need to click on the '**Add Question**' button from the bottom of the screen.                                                                                                                                                                                                                                                                                                          6. All the question types will appear from there, then need to click on the '**Send Message**' option.

<figure><img src="/files/OkuKNR8haOisPT49ykCg" alt=""><figcaption></figcaption></figure>

7. Post selecting, the '**Send Message**' section will get set in the Engagement Form and it will be visible in the **Preview section** as well to show how it will look like from an **user perspective**.
8. Now proceed to create your **Custom Message Template** based on your specific needs.

***

* Give the '**Send Message**' button a label. **For Example -** Company details, Car Quotation.
* Now **compose** a message that you wish your customers to receive, tailored to your requirements. You can also include **useful links** in your message.&#x20;
* Upon selecting the '**Send Message'** option, a **default message** appears along with it in the script form.
* The **default message** includes a greeting like "Hi, ({**Contact\_Name**})", followed by the body of the message, and concludes with "Regards, {(**User\_Name**}}". The format of {{**Contact\_Name**}} and {(**User\_Name**}} indicates variables that automatically **fetch** the required details from the database, which helps you send **personalised messages**.
* The '**Send Message**' option appears when the call is being disposed of as '**Yes, Connected**'. If you want to make the option visible for '**Not Connected**' calls as well, you need to enable the '**Display on Not Connected**' option.
* You can even **pre-attach a file**, including any document or image, in the '**Send Message**' option, up to **10 MB** that you will be able to find under the **Preference section.**

<figure><img src="/files/Cb78UP138DLyIvcSAHsk" alt=""><figcaption></figcaption></figure>

9. You can create **Multiple Message templates** based on your specific requirements. **For example**:  You can have a Message template for thanking customers for their time, or a Message template for sending quotations or brochures, and so on.
10. After creating the **Message templates**, click on the '**Save Changes**' button present below.

<figure><img src="/files/1hGxSoME86wUQoIegA5J" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Note:** Users or agents can easily access and utilize pre-drafted '**Send Message**' buttons created in the web portal during their mobile calling process, allowing them to efficiently send **relevant message templates** to customers based on the call's requirements.
{% endhint %}