ExtraaEdge Docs
  • Welcome to EdgeHub - ExtraaEdge Product PlayBook
  • What is EdgeHub ?
  • CRM Overview
    • Lead List
    • My Followups
    • Failed Leads
    • Marketing Campaigns
  • Adding New Leads
    • Quick Add Lead Form
    • Add Lead Form
    • Bulk Upload
    • Automated Lead Capture with ExtraaEdge CRM
  • Managing Leads
    • Searching a Lead
    • Comma-Separated Global Search
    • Update/Edit lead details
    • Steps to Refer a Single Lead
    • Steps to Refer Bulk Leads
    • Steps to Refer Leads in Round Robin Manner
    • Update lead Status & Sub Status
    • Activities Tracking
    • Sorting Leads
    • Delete a Lead
  • My Followups
    • Adding Followup
    • Pending Followup
  • SMS Messaging To Leads
    • Sending SMS to Individual Lead
    • Sending SMS to multiple leads
  • Emailing Leads
    • Sending Email to one lead
    • Sending Email To Multiple Leads
  • Communication Automation
    • Drip Marketing
  • Calling Leads (Click to Call)
    • Calling using IVR
    • Calling using ExtraEdge Mobile App
  • Bulk Activities
    • Downloading Leads
      • Enabling Pop-Up Notifications for Seamless Data Downloads
    • Filtering Leads
    • Save List
    • Quick Actions
  • Settings Panel
    • Communication Templates
      • Creating Email Templates
      • Creating SMS Template
  • Advanced Features
    • Online Payment Collection
  • My Account
    • Forgot Password
  • Mobile App
    • Mobile Application Tutorial
    • App Permissions
  • API Docs
  • What's New in ExtraaEdge
  • All Help Videos
  • Our Story
  • TROUBLESHOOTING FAQ
    • How to hard refresh your browser
    • How to clear your mobile app cache
  • WhatsApp Business API
    • How To Create WhatsApp Templates -
    • Sample Templates -
    • How To Send Individual WhatsApp -
    • How To Send Bulk WhatsApp -
    • How To Create WhatsApp Automation
    • How To Track WhatsApp Activity-
    • How To Check WhatsApp Analytics-
    • Automation Rules To Start Off With Automation Easily -
    • Do's And Don'ts For Creating Effective WhatsApp Templates -
    • Template Guidelines By Meta -
      • Common WhatsApp Business Message Failure Codes
  • Application Tracking System
    • Application Form Tracking System
    • Application Journey -
  • ANALYTICS DASHBOARD
    • CRM Analytics Dashboard
  • ARTICLE
    • "Best Practices for Error-Free Communication Templates"
  • DATA SECURITY & PRIVACY
    • How ExtraaEdge Ensures World-Class Data Security
      • Compliance & Certifications
      • Infrastructure Security
      • Technical Protection Measures
      • Customer Data Protection Measures
      • Legal Protections
      • Continuous Monitoring & Threat Prevention
      • Conclusion
  • Resolving Communication Template Errors
  • Diagnosing Email and SMS Delivery Failures
  • Resolving Communication Automation Failures
  • Guidelines For Handling Customization Requests
  • Monitoring and Logging User Activity in ExtraaEdge CRM
  • FAQs
    • What is an Admission CRM
  • Troubleshooting IVR Calls Connectivity Issues
  • Handling WhatsApp Business API Integration Issues
  • Handling Duplicate Lead Issues Internally
  • Resolving Mobile App Cache and Refresh Issues
  • Fast Answers to simple questions
Powered by GitBook
On this page
  • ✅ Do's - Best Practices For WhatsApp Templates -
  • ❌ Don'ts - What To Avoid In WhatsApp Templates
  1. WhatsApp Business API

Do's And Don'ts For Creating Effective WhatsApp Templates -

Crafting the right WhatsApp templates ensures clear, engaging, and compliant communication.

Follow these best practices to maximize impact while adhering to WhatsApp guidelines.🚀

✅ Do's - Best Practices For WhatsApp Templates -

1️⃣ Personalization: Use variables/tokens (e.g., [First Name], [Order ID]) to make messages feel personal and relevant.

2️⃣ Clarity: Keep messages short, clear, and to the point. Avoid long paragraphs and overly complex language.

3️⃣ Call to Action: Include a clear CTA (e.g., Click here to book, Call us now, Reply YES to confirm).

4️⃣ Compliance: Follow WhatsApp’s policies & guidelines to ensure message approval and avoid violations.

5️⃣ Contact Information: Always provide a way for the recipient to reach out for more details or assistance.

6️⃣ Timeliness: Send messages at optimal times to increase open rates and engagement.

7️⃣ Relevance: Ensure the content is meaningful and useful to the recipient’s specific situation.

8️⃣ Frequency: Avoid excessive messaging to prevent spam complaints and maintain a positive user experience.

9️⃣ Formatting: Use bullet points, numbers, and short paragraphs for easy readability.

🔟 Images & Links: Use images, videos, and links only when they add value and enhance the message.

1️⃣1️⃣ Proofreading: Double-check for spelling & grammar errors to maintain professionalism.

1️⃣2️⃣ Language: Use simple and straightforward language that’s easy to understand.

1️⃣3️⃣ Urgency: Highlight deadlines and important actions that require immediate attention.

1️⃣4️⃣ Segmentation: Target the right audience by segmenting users and sending tailored messages.


❌ Don'ts - What To Avoid In WhatsApp Templates

🚫 Don’t send generic messages— always personalize them. 🚫 Avoid vague CTAs— be direct and actionable. 🚫 Don’t overuse promotional content— WhatsApp discourages spammy messaging. 🚫 Avoid sending messages at odd hours— respect customer time zones. 🚫 Don’t use excessive emojis, links, or media unless necessary. 🚫 Avoid sending too many messages in a short time to prevent user fatigue.

By following these best practices, you can create engaging, compliant, and high-converting WhatsApp templates that improve customer interactions while maintaining trust and professionalism.

PreviousAutomation Rules To Start Off With Automation Easily -NextTemplate Guidelines By Meta -

Last updated 2 months ago

Page cover image