What Are Templates?
These are predefined messages that a company can create and use to send messages to its customers. They can be used across various customer service channels such as social media, with one of the preferred options being the WhatsApp Business API.
How Do Templates Help Sales Representatives?
Some of the advantages of using templates for sales teams are:
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Time-saving: By using predefined templates, you can save time by not having to design every element of your marketing materials from scratch. This allows you to focus on other important aspects of your business, such as interacting with potential customers and closing sales.
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Brand consistency: Predefined templates are usually designed with your company's brand in mind, ensuring that all your marketing materials have a consistent look and language, aligning with your company's values.
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Visual appeal: Predefined templates often have an attractive and professional design that can grab the attention of potential customers and enhance their perception of your brand.
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Personalization: Although predefined templates provide a solid foundation, they also allow you to customize and adapt them without starting from scratch to provide a more personalized response.
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Fewer errors: By using predefined templates, the chances of design and content errors are reduced, which can improve the confidence of potential customers and increase sales opportunities.
Among the types of templates that can be created are:
- Product presentation / catalog
- Data request
- Payment and shipping terms
- Order confirmation
- Marketing campaigns
In conclusion, templates allow agents to be more efficient, precise, and consistent in their responses to questions and inquiries, staying true to the company's voice and ensuring that customers receive quick and pre-established responses, ultimately increasing their long-term satisfaction and loyalty.
Using Templates on WhatsApp
There are several platforms that allow the use of message templates on WhatsApp Business, such as Optiwe, WhatsApp Business API, Twilio, and Landbot. Each of these options has its own features and benefits, so it's important to research and choose the one that best fits the company's needs.
Optiwe is an omnichannel communication platform that allows companies to automate their processes and centralize all their conversations in one place. It enables managing customer interactions using pre-configured templates through any of its channels, especially WhatsApp Business API, the official version of the app for businesses. Among its main features, Optiwe's templates are:
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Customizable and editable: all templates can be modified after creation, and agents can use them as models and personalize them to provide customers with a more suitable response, respecting the business criteria.
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Unlimited: the company can create as many templates as it deems necessary.
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Multimedia: messages can contain images, PDF files, videos, and links.
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Usable in automation processes: Optiwe allows automating communications through chatbots, allowing customers to access the predefined messages at any time, offering 24x7 assistance.
Templates and WhatsApp Marketing
So far, we have talked about using templates, but we mainly refer to the advantages of using templates to manage sales for customers communicating with the company. However, with Optiwe and its WhatsApp Business API Marketing module, it is possible to conduct effective mass campaigns to reach your customers. To conduct campaigns, meaning the company initiates contact with customers by offering, for example, a special offer, the templates to be used must be approved by WhatsApp. Once approved, they can be used on a large scale.
This way, it is possible to invite a large group of customers to:
- Learn about a particular product
- Access a special discount
- Get information about the latest updates
These campaigns have a cost determined by WhatsApp per conversation, but when used strategically, they are not significant compared to the results. To learn more about WhatsApp's pricing policy, you can access this link: https://developers.facebook.com/docs/whatsapp/pricing/
With Optiwe's module, not only can you conduct campaigns, but you can also obtain metrics on their reach and effectiveness.
In summary, using templates for sales teams can benefit them in both streamlining and making the process more effective, as well as generating opportunities through mass communication. Optiwe is one of the most recommended options for using message templates due to its wide range of customizable options and features. It's important for companies to ensure effective use of templates by customizing responses for each situation, ensuring customer satisfaction before and after the sale.
We invite you to learn more about how Optiwe can help you introduce these facilities in your company by visiting us at Optiwe or by contacting us through our WhatsApp.