Step 1 : Navigate to the Template menu in TextCRM.

Step 2 : Click the Create button

• Template Name (Use underscore to separate words e.g. summer_collection, underscore adds automatically on pressing “SPACE” keyboard button)
• Category & Subcategory
• Language
• Message Body (Enter parameters in this form {{parameter}}. Upon broadcast, the variable name will be replaced with the corresponding contact attribute values)

Step 3 : Manage Content

Header (Optional)

• Add a short header to summarize the template’s purpose (optional).

Body

• Write the main content of the message.
• Use placeholders like {{1}}, {{2}} for dynamic variables as needed.
• Avoid using reserved keywords.

Footer (Optional)

• Add a footer message for disclaimers or additional notes.

Step 4 : Manage Buttons

Select the type of button:

• You can choose from three types of buttons:
• None: No buttons will be included in the message.
• Call to Action: Allows you to insert actionable buttons such as:
  • Visit Website: Links to a webpage.
  • Call Now: Allows customers to make a phone call.
  • Copy Code: Shares a code or text.
• Quick Reply: Adds predefined replies that customers can select with a single tap.

Step 5 : Choose a button option

• None: Select this if you do not want to add any buttons.
• Call to Action: Choose this to insert buttons that direct users to take specific actions (e.g., visit a website or make a call).
• Quick Reply: Select this for predefined responses customers can quickly choose.

Customiz your Buttons

If you select Call to Action, follow these steps:

1. Visit Website:
   • Enter the button text in the “Button Text” field (e.g., “Visit Our Store”).
   • Choose the URL type (e.g., Web URL or App URL).
   • Enter the website URL in the “Website URL” field (e.g., https://www.example.com).
   • Click the + button to save your input.

If you select Call now , Follow thes step

• Enter the button text (e.g., “Call Us”).
• Select the country flag dropdown to ensure the correct country code.
• Enter the phone number (e.g., +880123456789).
• Click the + button to save.

If you select Copy Code , Follow thes step

• Enter the button text (e.g., “Get Discount Code”).
• Enter the offer code (e.g., SAVE10) in the “Offer Code” field.
• Click the + button to save.

If you select Quick Reply, follow these steps:

• Enter the text for the quick reply in the “Button Text” field (e.g., “Yes, I’m Interested”).
• Click the + button to save.

Note : Once you’ve added the buttons, you’ll see them displayed above the input fields. You can:

• Make edits by changing the text or values in the input fields.

• Click on each button to ensure they behave as expected.

Step 6 : Save and Send

• Ensure all required fields are filled correctly.
• Click Save / Send to Meta Review to confirm your button configuration.
• Include the buttons in your message and send them to your audience.