How do I edit WhatsApp templates synced from Pinnacle in Vtiger?
Follow these steps to edit Pinnacle Templates in Vtiger:
- Log in to the CRM.
- Click the Main Menu.
- Go to Tools.
- Go to Templates.
- Click WhatsApp Templates. The WhatsApp Templates page opens.
- View synced templates from Pinnacle with the Source as Pinnacle.
- Select a template. The Editing WhatsApp Template window opens.
- Edit or view the following information in the Editing WhatsApp Template window:
- Header: Specifies the header section of the template.
- Media Type: Specifies the file type used in the header, if media is included.
- Content: Displays the main message body.
- Footer: Specifies the footer section of the template.
- Buttons: Displays any buttons added to the message, such as call to action or Quick Reply.
- Template Name: The name of the template.
- Template ID: A unique ID assigned to the template.
- Assigned To: Indicates the CRM user or team responsible for managing the template.
- Language: Specifies the language of the template message.
- Status: Displays the current approval status (Approved, Pending, or Rejected).
- Category: Indicates the type of communication the message serves (e.g., marketing).
- Module: Specifies the CRM module (e.g., Contacts or Leads).
- Merge Fields: Used to map placeholder variables (e.g., {{1}}, {{2}}) in the message content to actual CRM fields.
- Click Save.