# WhatsApp for Help Desk

# WhatsApp for Usedesk.com

# Usedesk

## <span style="color:rgb(0,0,0);">WhatsApp Business Connecting</span>

<span style="color:rgb(0,0,0);">Once Facebook has verified you, then you can start setting up a channel in Usedesk.</span>

<span style="color:rgb(0,0,0);"><span style="font-size:18px;">1.</span> Create a chat channel or use an existing one. Copy the chat id in the channel settings.</span>

<figure id="bkmrk-"><span style="color:rgb(0,0,0);">![snPDAIKrRwBhuq7eUI3qHx58DZFNpZWHZRRvrS6y](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-qrpyjgze.png)</span></figure><span style="font-size:18px;"><span style="color:rgb(0,0,0);">  
</span></span><span style="color:rgb(0,0,0);"><span style="font-size:18px;">2.</span> Go to the "Channels" - "API" section, click "Add".</span>

<figure id="bkmrk--1"><span style="color:rgb(0,0,0);">![yo7y87LSWgpJRfucrKDPOBlZNjNz3sYi7emJbgj6](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-hvgidtzy.png)</span></figure><span style="color:rgb(0,0,0);"><span style="font-size:18px;">  
3\. </span>After adding a channel, four configuration blocks appear on the page, in which you need to fill in the required fields:</span>

- <span style="color:rgb(0,0,0);">Channel name – enter the name of the channel, which will be displayed in the general list of channels in the "Channels" section;</span>
- <span style="color:rgb(0,0,0);">Redirect URL - your webhook, which ChatArchitect employees will provide after connecting the WhatsApp Business API (verification passing)</span>
- <span style="color:rgb(0,0,0);">JSON request – check the box to convert the request to JSON format;</span>
- <span style="color:rgb(0,0,0);">Send in UTF-8 – check the box to send a ticket in this format;</span>
- <span style="color:rgb(0,0,0);">Track Channels – Move to the right column those Usedesk channels through which this API channel should track events. In this case, this is the chat channel from item 1;</span>
- <span style="color:rgb(0,0,0);">Block "Tracking chats" – check the "All messages chat" checkbox.</span>

<span style="color:rgb(0,0,0);">Click "Save". After saving the settings, copy the secret key. 4. Transfer the data to the ChatArchitect employee for configuration on their part:</span>

- <span style="color:rgb(0,0,0);">API channel secret key (item 3)</span>
- <span style="color:rgb(0,0,0);">Chat channel identifier (item 1)</span>

<span style="color:rgb(0,0,0);">After the ChatArchitect employee sets up on their part, you will receive confirmation, then you can safely check the work of the channel.</span>

## <span style="color:rgb(0,0,0);">Using WhatsApp Business</span>

<span style="color:rgb(0,0,0);">**<span style="font-size:18px;">1.</span> Processing incoming requests**Customers can write to the phone number you connected. The message from the client goes to the "Chats" section and the "Tickets" section. Respond from any section to a customer message.Tickets:</span>

<figure id="bkmrk--2"><span style="color:rgb(0,0,0);">![Eav1jLY7OehGdX2MkONNnf3jitRn7MZQNZjgZPCj](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-pftbxpft.png)</span></figure><span style="color:rgb(0,0,0);">Chats:</span>

<figure id="bkmrk--3"><span style="color:rgb(0,0,0);">![IVatzsNUW23lVib8MviCyWhev7FF2965PjX8U6O7](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-pq7hhvvr.png)</span></figure><span style="color:rgb(0,0,0);">  
Please keep in mind the 24-hour window for standard correspondence when replying to a message.If 24 hours have passed since the client's last message, you will need to use a pre-agreed template with ChatArchitect to respond. Copy the template text and paste it into the field for sending a message. The template can contain variables that you can edit</span>

# How to create a template for WhatsApp Business API

## Step-by-step instructions how to create a template in our app

1\. First of all, you need to open [wtargeted.com/](https://wtargeted.com/) and click on the "Facebook Login" button or "Google Login" button

<figure id="bkmrk-">![embedded-image-culnv9iq.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-culnv9iq.png)</figure>2\. After you have logged in to your google \\ facebook account, you must enter your PERSONAL phone number on which there is a WhatsApp application, a verification code will be sent to it (not to be confused with the number that you connected with us)

<figure id="bkmrk--1">![embedded-image-dmfx86db.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-dmfx86db.png)</figure>3\. Put your App key and Secret and press "Yes, continue".

<figure id="bkmrk--2">![embedded-image-hpxvqxku.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-hpxvqxku.png)</figure>4\. After this, an app menu will be opened. Click on the "Submit template" button.

<figure id="bkmrk--3">![embedded-image-a3rguoxb.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-a3rguoxb.png)</figure>5\. Select the desired language and template type.

Write your message with variables in the first column. For example, "Hello, our employee will answer you as soon as possible. Ticket {{1}} has been created." Variables should be in braces {{}}.

Write a sample message replacing the variables with meaningful information in the second column. For example, "Hello, our employee will answer you as soon as possible. Ticket \[999TTT\] has been created.". The placeholder is square brackets \[\].

Then click "Submit Template".

<figure id="bkmrk--4">![embedded-image-yowrxxbc.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-yowrxxbc.png)</figure>6\. After review, your template will appear in "Approved templates".

<figure id="bkmrk--5">![embedded-image-zyby8hqo.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-zyby8hqo.png)</figure>Don't forget to click on the "refresh" button.

# How to improve your mailling

# How to improve your Template

When preparing a mailing campaign, one of the most common questions is: *How can I create an effective newsletter without risking being blocked?* In this article, we’ll share practical recommendations to help you achieve that.

<figure id="bkmrk-">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/a4bd7642d9536283a560e6e1bff26211.png)</figure>## Text Length

Meta recommends keeping marketing templates under 500 characters to maximize customer engagement. The optimal range is 300–500 characters. In practice, this means keeping your message concise and focused: present the essence of your offer in just a few sentences instead of overwhelming readers with a wall of text.

## Personalization with Variables

Personalization significantly improves the effectiveness of your campaigns. Using variables such as the customer’s name is a simple but powerful way to make your messages feel more personal. After all, everyone appreciates being addressed directly.

## Use of Media

Adding visuals such as bright images or short videos is a proven way to increase click-through rates. High-quality media design not only attracts attention but also serves as an important driver of conversions.

## Action Buttons

Quick-reply buttons are an excellent tool for faster customer interaction. A single click is always easier than typing a response.

<figure id="bkmrk--2">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/5a4be485f54164179e0fd91d6accd817.png)</figure>In addition, action buttons can redirect users directly to your website or phone number, making the communication process seamless and convenient.

<figure id="bkmrk--4">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/1b0d31226b3c37c0f87f2036155a83a5.png)</figure>## Unsubscribe Button

Meta recommends including an “Unsubscribe” button in mass-mailing templates, and we strongly support this practice. It’s much better to give customers an easy, native way to opt out than to risk complaints or negative feedback.

<figure id="bkmrk--6">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/7441895cdfc1ce3e73dda9ab51969a43.png)</figure>## Conclusion

If you want your newsletter to deliver high engagement and strong conversion rates, make sure your template includes all of the elements listed above: concise copy, personalization, engaging visuals, action buttons, and an unsubscribe option.

**Important Note:** Templates containing images or call-to-action buttons (such as a website link or phone number) can only be approved via chat with our support team: [wa.me/421233221242  
wa.me/17377101702](https://wa.me/74956686361)

# WhatsApp for Omnidesk

# WhatsApp Business API for Deskie\Omnidesk: Installation and sending the first message.

**<span style="color: rgb(0,0,0);">In this guide, you will learn how to install our integration in <span class="hover:entity-accent entity-underline inline cursor-pointer align-baseline"><span class="whitespace-normal">Deskie</span></span> / <span class="hover:entity-accent entity-underline inline cursor-pointer align-baseline"><span class="whitespace-normal">Omnidesk</span></span> and verify the functionality of incoming and outgoing messages.  
  
</span>**<span style="color: rgb(0,0,0);">1. Open the administrator account and select “**Set up integration**”  
</span>

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/G9uimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/G9uimage.png)

2\. Go to the "**WhatsApp**" section and choose our integration "**AceBot.ru**"

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/Nqjimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/Nqjimage.png)  
  
3\. Fill in your **APP ID** and **APP SECRET**;   
Press "**Connect**" button.

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/DUSimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/DUSimage.png)

4\. Send your first message from your personal WhatsApp to your WhatsApp Business API number

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/t0Jimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/t0Jimage.png)

# How to create a template for WhatsApp Business API

## Step-by-step instructions how to create a template in our app

1\. First of all, you need to open [wtargeted.com/](https://wtargeted.com/) and click on the "Facebook Login" button or "Google Login" button

<figure id="bkmrk-">![embedded-image-culnv9iq.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-culnv9iq.png)</figure>2\. After you have logged in to your google \\ facebook account, you must enter your PERSONAL phone number on which there is a WhatsApp application, a verification code will be sent to it (not to be confused with the number that you connected with us)

<figure id="bkmrk--1">![embedded-image-dmfx86db.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-dmfx86db.png)</figure>3\. Put your App key and Secret and press "Yes, continue".

<figure id="bkmrk--2">![embedded-image-hpxvqxku.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-hpxvqxku.png)</figure>4\. After this, an app menu will be opened. Click on the "Submit template" button.

<figure id="bkmrk--3">![embedded-image-a3rguoxb.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-a3rguoxb.png)</figure>5\. Select the desired language and template type.

Write your message with variables in the first column. For example, "Hello, our employee will answer you as soon as possible. Ticket {{1}} has been created." Variables should be in braces {{}}.

Write a sample message replacing the variables with meaningful information in the second column. For example, "Hello, our employee will answer you as soon as possible. Ticket \[999TTT\] has been created.". The placeholder is square brackets \[\].

Then click "Submit Template".

<figure id="bkmrk--4">![embedded-image-yowrxxbc.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-yowrxxbc.png)</figure>6\. After review, your template will appear in "Approved templates".

<figure id="bkmrk--5">![embedded-image-zyby8hqo.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-zyby8hqo.png)</figure>Don't forget to click on the "refresh" button.

# How to improve your mailling

# How to improve your Template

When preparing a mailing campaign, one of the most common questions is: *How can I create an effective newsletter without risking being blocked?* In this article, we’ll share practical recommendations to help you achieve that.

<figure id="bkmrk-">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/a4bd7642d9536283a560e6e1bff26211.png)</figure>## Text Length

Meta recommends keeping marketing templates under 500 characters to maximize customer engagement. The optimal range is 300–500 characters. In practice, this means keeping your message concise and focused: present the essence of your offer in just a few sentences instead of overwhelming readers with a wall of text.

## Personalization with Variables

Personalization significantly improves the effectiveness of your campaigns. Using variables such as the customer’s name is a simple but powerful way to make your messages feel more personal. After all, everyone appreciates being addressed directly.

## Use of Media

Adding visuals such as bright images or short videos is a proven way to increase click-through rates. High-quality media design not only attracts attention but also serves as an important driver of conversions.

## Action Buttons

Quick-reply buttons are an excellent tool for faster customer interaction. A single click is always easier than typing a response.

<figure id="bkmrk--2">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/5a4be485f54164179e0fd91d6accd817.png)</figure>In addition, action buttons can redirect users directly to your website or phone number, making the communication process seamless and convenient.

<figure id="bkmrk--4">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/1b0d31226b3c37c0f87f2036155a83a5.png)</figure>## Unsubscribe Button

Meta recommends including an “Unsubscribe” button in mass-mailing templates, and we strongly support this practice. It’s much better to give customers an easy, native way to opt out than to risk complaints or negative feedback.

<figure id="bkmrk--6">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/7441895cdfc1ce3e73dda9ab51969a43.png)</figure>## Conclusion

If you want your newsletter to deliver high engagement and strong conversion rates, make sure your template includes all of the elements listed above: concise copy, personalization, engaging visuals, action buttons, and an unsubscribe option.

**Important Note:** Templates containing images or call-to-action buttons (such as a website link or phone number) can only be approved via chat with our support team: [wa.me/421233221242  
wa.me/17377101702](https://wa.me/74956686361)

# How to initiate dialogue in Omnidesk

How to initiate dialogue in Omnidesk  
  
1\. Go to the app [https://wtargeted.com/settings](https://wtargeted.com/settings) and copy a template that you want to use by using "**Copy**" button  
  
[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/Iauimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/Iauimage.png)  
2\. After that, go to the chat where you need to initiate the conversation and paste the template text. Press "**Send**".

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/6q4image.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/6q4image.png)

# How to add templates for quick sending in Omnidesk

How to add templates for quick sending in <span class="hover:entity-accent entity-underline inline cursor-pointer align-baseline"><span class="whitespace-normal">Omnidesk  
  
</span></span>1. First, click on your profile logo in the top-right corner of <span class="hover:entity-accent entity-underline inline cursor-pointer align-baseline"><span class="whitespace-normal">Omnidesk</span></span>. Then click “**Settings**”.

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/y3Jimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/y3Jimage.png)  
2\. Go to the "**Macros**" -&gt; "**Personal macros**" - &gt; "**Add macro**"

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/3iSimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/3iSimage.png)  
3\. Give the template a name so you can easily understand what kind of template it is. In the actions section, select “Send response to user”.

<div class="" data-is-intersecting="true" data-turn-id-container="905de888-9d54-4835-a5a6-1f565617cdd0" id="bkmrk-"><div class="relative w-full overflow-visible"><section class="text-token-text-primary w-full focus:outline-none has-data-writing-block:pointer-events-none [&:has([data-writing-block])>*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-(--header-height)" data-scroll-anchor="false" data-testid="conversation-turn-7" data-turn="user" data-turn-id="905de888-9d54-4835-a5a6-1f565617cdd0" data-turn-id-container="905de888-9d54-4835-a5a6-1f565617cdd0" dir="auto"></section></div></div>[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/IS5image.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/IS5image.png)  
4\. Paste the template text together with its ID into the text field. After that press "**Create macro**"

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/PqUimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/PqUimage.png)  
5\. After that, go to the chat, click the pencil icon there (indicated by the arrow in the screenshot), and your template will appear in the “**Personal macros**” section.

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/XFtimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/XFtimage.png)  
Done. Now you know how to add templates to quick replies inside <span class="hover:entity-accent entity-underline inline cursor-pointer align-baseline"><span class="whitespace-normal">Omnidesk</span></span>.

# WhatsApp for Slack

# WhatsApp initial configuration for Slack

## Step by step instruction

  
1\. Install our app. Use the button "**Add to Slack**" on the website  
[https://www.chatarchitect.com/product/whatsapp-and-slack-integration](https://www.chatarchitect.com/product/whatsapp-and-slack-integration)

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/image.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/image.png)

  
2\. Press "**Allow**"

<figure id="bkmrk--1">[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/ZCNimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/ZCNimage.png)

</figure>2\. Now you need to add the app to the channel where you want to use  
Go to the "**Apps**"

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/3JTimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/3JTimage.png)

3\. Choose "**ChatArchitect.com for WhatsApp**" - &gt; "**App details**" - &gt; "**View app details**"

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/VPbimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/VPbimage.png)

<figure id="bkmrk-4.-press-%22add-this-a">4. Press "**Add this app to a channel**" and choose a channel that you want to use and press "**Add**"   
[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/hXGimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/hXGimage.png)

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/rVNimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/rVNimage.png)

5. Now you need to open this channel and press "**Install**" button and fill in your APP ID and APP SECRET [![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/nKLimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/nKLimage.png)

</figure>5\. Write to your WhatsApp Business API number from your personal WhatsApp

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-05/scaled-1680-/YEjimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-05/YEjimage.png)

<figure id="bkmrk-done.-you-can-now-us">Done. You can now use our WhatsApp Business API integration in your Slack.</figure>

# How to initiate dialogue in Slack

## How to initiate dialogue in Slack  


**Video manual:** [https://www.youtube.com/watch?v=GqUpbqOvFoY](https://www.youtube.com/watch?v=GqUpbqOvFoY)  
  
1\. In Slack use command **/templates** and press **"send"** button

<figure id="bkmrk-">[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/image.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/image.png)

</figure>2\. Copy a template that you need with **template id**

<figure id="bkmrk--2">[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/ArXimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/ArXimage.png)

</figure>3\. Send a template to your client using this format:  
**(number) text of the template**

<figure id="bkmrk--4">[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/sMTimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/sMTimage.png)

</figure>

# How to create a template for WhatsApp Business API

## Step-by-step instructions how to create a template in our app

1\. First of all, you need to open [wtargeted.com/](https://wtargeted.com/) and click on the "Facebook Login" button or "Google Login" button

<figure id="bkmrk-">![embedded-image-culnv9iq.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-culnv9iq.png)</figure>2\. After you have logged in to your google \\ facebook account, you must enter your PERSONAL phone number on which there is a WhatsApp application, a verification code will be sent to it (not to be confused with the number that you connected with us)

<figure id="bkmrk--1">![embedded-image-dmfx86db.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-dmfx86db.png)</figure>3\. Put your App key and Secret and press "Yes, continue".

<figure id="bkmrk--2">![embedded-image-hpxvqxku.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-hpxvqxku.png)</figure>4\. After this, an app menu will be opened. Click on the "Submit template" button.

<figure id="bkmrk--3">![embedded-image-a3rguoxb.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-a3rguoxb.png)</figure>5\. Select the desired language and template type.

Write your message with variables in the first column. For example, "Hello, our employee will answer you as soon as possible. Ticket {{1}} has been created." Variables should be in braces {{}}.

Write a sample message replacing the variables with meaningful information in the second column. For example, "Hello, our employee will answer you as soon as possible. Ticket \[999TTT\] has been created.". The placeholder is square brackets \[\].

Then click "Submit Template".

<figure id="bkmrk--4">![embedded-image-yowrxxbc.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-yowrxxbc.png)</figure>6\. After review, your template will appear in "Approved templates".

<figure id="bkmrk--5">![embedded-image-zyby8hqo.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-zyby8hqo.png)</figure>Don't forget to click on the "refresh" button.

# How to improve your mailling

# How to improve your Template

When preparing a mailing campaign, one of the most common questions is: *How can I create an effective newsletter without risking being blocked?* In this article, we’ll share practical recommendations to help you achieve that.

<figure id="bkmrk-">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/a4bd7642d9536283a560e6e1bff26211.png)</figure>## Text Length

Meta recommends keeping marketing templates under 500 characters to maximize customer engagement. The optimal range is 300–500 characters. In practice, this means keeping your message concise and focused: present the essence of your offer in just a few sentences instead of overwhelming readers with a wall of text.

## Personalization with Variables

Personalization significantly improves the effectiveness of your campaigns. Using variables such as the customer’s name is a simple but powerful way to make your messages feel more personal. After all, everyone appreciates being addressed directly.

## Use of Media

Adding visuals such as bright images or short videos is a proven way to increase click-through rates. High-quality media design not only attracts attention but also serves as an important driver of conversions.

## Action Buttons

Quick-reply buttons are an excellent tool for faster customer interaction. A single click is always easier than typing a response.

<figure id="bkmrk--2">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/5a4be485f54164179e0fd91d6accd817.png)</figure>In addition, action buttons can redirect users directly to your website or phone number, making the communication process seamless and convenient.

<figure id="bkmrk--4">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/1b0d31226b3c37c0f87f2036155a83a5.png)</figure>## Unsubscribe Button

Meta recommends including an “Unsubscribe” button in mass-mailing templates, and we strongly support this practice. It’s much better to give customers an easy, native way to opt out than to risk complaints or negative feedback.

<figure id="bkmrk--6">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/7441895cdfc1ce3e73dda9ab51969a43.png)</figure>## Conclusion

If you want your newsletter to deliver high engagement and strong conversion rates, make sure your template includes all of the elements listed above: concise copy, personalization, engaging visuals, action buttons, and an unsubscribe option.

**Important Note:** Templates containing images or call-to-action buttons (such as a website link or phone number) can only be approved via chat with our support team: [wa.me/421233221242  
wa.me/17377101702](https://wa.me/74956686361)

# WhatsApp for Email \ Gmail

# WhatsApp initial configuration for Email

1\. First of all, you need to install our app by using this link: [https://wa.chatarchitect.com/email-web/](https://wa.chatarchitect.com/email-web/)  
2\. In the window that opens, enter your APP ID, APP SECRET and email, which will receive messages and click "Save"

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/iYAimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/iYAimage.png)

3\. Next, check the functionality of incoming and outgoing messages. To do this, send a message from your personal number to the WhatsApp Business API number that you connected with us.

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/8Ekimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/8Ekimage.png)

# How to create a template for WhatsApp Business API

## Step-by-step instructions how to create a template in our app

1\. First of all, you need to open [wtargeted.com/](https://wtargeted.com/) and click on the "Facebook Login" button or "Google Login" button

<figure id="bkmrk-">![embedded-image-culnv9iq.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-culnv9iq.png)</figure>2\. After you have logged in to your google \\ facebook account, you must enter your PERSONAL phone number on which there is a WhatsApp application, a verification code will be sent to it (not to be confused with the number that you connected with us)

<figure id="bkmrk--1">![embedded-image-dmfx86db.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-dmfx86db.png)</figure>3\. Put your App key and Secret and press "Yes, continue".

<figure id="bkmrk--2">![embedded-image-hpxvqxku.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-hpxvqxku.png)</figure>4\. After this, an app menu will be opened. Click on the "Submit template" button.

<figure id="bkmrk--3">![embedded-image-a3rguoxb.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-a3rguoxb.png)</figure>5\. Select the desired language and template type.

Write your message with variables in the first column. For example, "Hello, our employee will answer you as soon as possible. Ticket {{1}} has been created." Variables should be in braces {{}}.

Write a sample message replacing the variables with meaningful information in the second column. For example, "Hello, our employee will answer you as soon as possible. Ticket \[999TTT\] has been created.". The placeholder is square brackets \[\].

Then click "Submit Template".

<figure id="bkmrk--4">![embedded-image-yowrxxbc.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-yowrxxbc.png)</figure>6\. After review, your template will appear in "Approved templates".

<figure id="bkmrk--5">![embedded-image-zyby8hqo.png](https://bookstack-support-u7942.vm.elestio.app/uploads/images/gallery/2026-03/embedded-image-zyby8hqo.png)</figure>Don't forget to click on the "refresh" button.

# How to improve your mailling

# How to improve your Template

When preparing a mailing campaign, one of the most common questions is: *How can I create an effective newsletter without risking being blocked?* In this article, we’ll share practical recommendations to help you achieve that.

<figure id="bkmrk-">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/a4bd7642d9536283a560e6e1bff26211.png)</figure>## Text Length

Meta recommends keeping marketing templates under 500 characters to maximize customer engagement. The optimal range is 300–500 characters. In practice, this means keeping your message concise and focused: present the essence of your offer in just a few sentences instead of overwhelming readers with a wall of text.

## Personalization with Variables

Personalization significantly improves the effectiveness of your campaigns. Using variables such as the customer’s name is a simple but powerful way to make your messages feel more personal. After all, everyone appreciates being addressed directly.

## Use of Media

Adding visuals such as bright images or short videos is a proven way to increase click-through rates. High-quality media design not only attracts attention but also serves as an important driver of conversions.

## Action Buttons

Quick-reply buttons are an excellent tool for faster customer interaction. A single click is always easier than typing a response.

<figure id="bkmrk--2">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/5a4be485f54164179e0fd91d6accd817.png)</figure>In addition, action buttons can redirect users directly to your website or phone number, making the communication process seamless and convenient.

<figure id="bkmrk--4">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/1b0d31226b3c37c0f87f2036155a83a5.png)</figure>## Unsubscribe Button

Meta recommends including an “Unsubscribe” button in mass-mailing templates, and we strongly support this practice. It’s much better to give customers an easy, native way to opt out than to risk complaints or negative feedback.

<figure id="bkmrk--6">![](https://138018.selcdn.ru/KB_images/omnideskru/11972/364862/7441895cdfc1ce3e73dda9ab51969a43.png)</figure>## Conclusion

If you want your newsletter to deliver high engagement and strong conversion rates, make sure your template includes all of the elements listed above: concise copy, personalization, engaging visuals, action buttons, and an unsubscribe option.

**Important Note:** Templates containing images or call-to-action buttons (such as a website link or phone number) can only be approved via chat with our support team: [wa.me/421233221242  
wa.me/17377101702](https://wa.me/74956686361)

# How to initiate dialogue in Email

<div class="" data-is-intersecting="true" data-turn-id-container="request-69ea3163-6f84-83ea-a391-465f6f8a5969-2" id="bkmrk-%C2%A0how-to-initiate-a-d"><section class="text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [&:has([data-writing-block])>*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" data-scroll-anchor="false" data-testid="conversation-turn-8" data-turn="assistant" data-turn-id="request-69ea3163-6f84-83ea-a391-465f6f8a5969-2" dir="auto"> **How to initiate a dialogue via Email if a conversation with the client already exists.**

</section></div>1\. First of all, you need to open your personal account [https://wtargeted.com/settings](https://wtargeted.com/settings) and copy a template by using "**copy**" button

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/w3Eimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/w3Eimage.png)  
2\. After that, go to Email, select the conversation you need to initiate, open it, and paste the template text into the chat thread (including the ID — it is only visible to you; the client will not see it).

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/kDuimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/kDuimage.png)

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/gQAimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/gQAimage.png)  
 **How to initiate a dialogue with a client if no prior dialogue exists** 1. First of all, you need to open your personal account [https://wtargeted.com/settings](https://wtargeted.com/settings) and press **"Sender"** button

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/Bhuimage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/Bhuimage.png)  
2\. In the top field, select the template you want to send.  
In the bottom field, enter the client’s number you want to send it to.  
Also, check the “**Copy text to CRM**” option.

[![image.png](https://support.chatarchitect.com/uploads/images/gallery/2026-04/scaled-1680-/33Timage.png)](https://support.chatarchitect.com/uploads/images/gallery/2026-04/33Timage.png)

# WhatsApp for any Help Desk