# Creating Whatsapp Message Templates {% embed url="" %} {% 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 (). 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.
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. * 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.**
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.
{% 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 %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.neodove.com/admin-portal/campaigns/create-campaign/customer-details-form/create-whatsapp-templates.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.