To send WhatsApp messages via Pinnacle in Vtiger CRM, you should create predefined message templates in Pinnacle Teleservices. These templates are required for initiating conversations with customers and must be approved by Meta to ensure they meet WhatsApp’s content and policy guidelines.
Approval takes 30 minutes to 48 hours, after which the status changes from Pending to Approved. Only templates with approved status can be synced to Vtiger and used to send messages from the CRM.
Follow these steps to create a new template in Pinnacle WhatsApp:
- Log in to the Pinnacle platform.
- Click WhatsApp.
- Select WhatsApp Template. The WhatsApp Template page opens.
- Click Add WhatsApp Template. The WhatsApp Template Form Opens.
- Enter or select the following information to add a WhatsApp template:
- Template Name: Provide a unique name for your template.
- Category: Choose the appropriate category.
- Language: Select the language in which the message will be sent.
- Header: Add a header to your message. This can include text, an image, a video, or a document, depending on the template type.
- Template Type: Define the format of the message (Text or Media)
- Body: This is the main content of your message.
- Placeholders: Select variables (e.g., {{1}}, {{2}}) in the message body to dynamically insert values like names, dates, etc., when sending the message.
- Message: Write the full message you intend to send.
- Footer: Add a short closing note or disclaimer.
- Buttons: Add call-to-action buttons like Call Phone Number or Visit Website.
- Save: Save the template.
- Save and Add: Save the current template and immediately create a new one.
- Cancel: Exit without saving the template.
Note: Supported file types include JPEG and PNG for images, MP4 for videos, and PDF for documents. The maximum allowed file size is 5 MB.