How do I create Clickatell WhatsApp Templates for WhatsApp messaging?

You can use Clickatell WhatsApp Templates created by you on Clickatell and approved by WhatsApp to send WhatsApp messages to your customers. 

Step 1: Create a template on the Clickatell website
Follow these steps to create Clickatell Templates on Clickatell:

1. Log in to your Clickatell account.
2. Click WhatsApp. You will be directed to the My WhatsApp Accounts screen.
3. Look for Message Templates.
4. Click Add New Template. You will be directed to the New Message Template screen.
5. In the Template Details section, provide a name, category, and language.
6. In the Template Content section:
   1. Type in your WhatsApp Message content as per the rules mentioned
   2. Choose the required Header, Footer, and Buttons options
7. Click Submit.

You will be directed to the Templates screen where the Clickatell WhatsApp Template created by you is successfully displayed under Message Templates. This Clickatell WhatsApp Template created by you will have to be approved by WhatsApp. 

5. After approval by WhatsApp approval, copy the approved Clickatell WhatsApp Template Body.

Step 2: Navigate back to Vtiger CRM
Follow the below steps to use Clickatell WhatsApp Template on Vtiger CRM:

1. Login to your CRM account.
2. Click the User Menu.
3. Click Marketing.
4. Look for Marketing Enablement.
5. Click WhatsApp Templates.
6. Click +Add Template.

You will be directed to the Create WhatsApp Template page.

1. Enter the below details:
   1. Content: Paste the copied Clickatell WhatsApp Template Body in the Content section.
   2. Template Name: Provide a name to the Clickatell WhatsApp Template.
2. Click Save.

Note: 
The Clickatell WhatsApp Template names are available in the Select WhatsApp Template dropdown list in the Contacts module.

• Assigned to: Creator of the Template.
• Module: The only desired modules where you want the specific Clickatell WhatsApp Templates to be available.
• Merge Field: The selected fields will display and add to the Clickatell WhatsApp Template Content.
• The field’s data selected will appear by default in the Contacts module> Send WhatsApp Message> Message Body section.

You have now successfully created the Clickatell WhatsApp Template on Vtiger CRM.

You will now be able to view the Clickatell WhatsApp Template you created in the List View of the WhatsApp Template module, as shown below.