How to create a WhatsApp template (appointment reminder)?

This article explains how to create an appointment reminder WhatsApp template. This message will be sent to candidates to remind them of their upcoming appointment.

IN THIS ARTICLE
Create new template
Basic information
Edit template
Configure variables
Save and submit

Create a new template

  1. Go to the WhatsApp configuration screen in the Jobrock admin module via Admin > Branding > WhatsApp.


  2. Navigate to the Appointments tab.


  3. Click on the Lead tab.


  4. Click the Create new template button.

READ MORE: Click here for more information about different template categories and the difference between ''lead'' and ''contact'' templates

Basic information

    1. Fill in the Name of the template, this is the name for submitting the template and you may not use upper case letters or spaces between words.

      Example: generic_appointment_reminder


    2. Fill in the Display Name of the template, this name will be shown when you are managing or selecting templates.

      Example: Generic Appointment Reminder

      NOTE: The names or display names of the template will not be visible to any recipients.

    3. Choose the Marketing category of the template.

RELATED ARTICLE: Read more about the different categories of templates.

  1. Choose the Display Order of the template.


  2. Click Next to proceed to the next screen.
Fill all the fields and click 'next'

Edit template

  1. Choose the Language of the template.


  2. Choose the template structure Media & Interactive.

RELATED ARTICLE: Read more about different structures of templates.

  1. Select Header, Body, Footer and Buttons as your template building blocks.


  2. Choose Text as your header type
Choose the language, template structure, building blocks and header type

TIP: Consider using a video header instead of a text header to add a personal touch and establish a meaningful connection with candidates.

  1. Fill in the Header for the template.

    Example: Reminder: your appointment!

RELATED ARTICLE: Looking for examples in different languages? Read more here.

  1. Fill in the Body Text for the template.

    Example:

    Hello {{1}}, we have a phone appointment on {{2}}. You don't have to do anything. I will contact you by phone.

RELATED ARTICLE: Use variables such as {{1}}, {{2}}, etc. to personalize templates with names, recruiter names, vacancy or appointment details, etc. Read more about variables here.

  1. Fill in the Footer Text for the template

Example:

Has something come up? Change your appointment by clicking the button below

  1. Select Call to Action as your button type and click Add Button.
Choose a call to action button

  1. Fill in the Button Text.

    Example: Change appointment


  2. Select Appointment and select Reschedule Link.
Choose the Reschedule link as the function of the button
  1. Click Next to proceed

Configure variables

  1. Click Add Variable on the positions 1 and 2 and select the relevant variable for that position in the text

Example:

{{1}} - Contact.FirstName

{{2}} - DateTime

Choose the relevant variables from different catagories, like appointment, vacancy, etc.
  1. Provide Examples for all the variables.
Provide examples for the variables.

Save and submit

  1. Click Save to submit your template.

NOTE: It can take several hours up to days before your templates is accepted.

Related Articles