The Converse Template is a library of all the templates created for different purposes across multiple channels such as SMS, WhatsApp, and Facebook Messenger, etc. It helps you to easily manage and organize all templates that are necessary to conduct messaging campaigns.

You can create new templates, edit existing templates, change a template owner, and attach a template to an object. Also, it is easy to add merge fields to the templates in order to personalize each of the outgoing messages.

1. Log in to the SMS-Magic Converse application

2. Click on the Converse Templates tab. The Converse Templates page appears:

3. Click on the ‘Create New Template’ button. The New Template pop-up window appears. You can enter the basic information.

4. Enter the template text and according to your use case, tag it to single/multiple/all channels. Get in touch with our support team care@sms-magic.com for procuring channel-specific Sender IDs before using templates on channels other than SMS.

5. Once you tag a template to the WhatsApp channel, you will be asked to fill the channel-specific information along with the basic template information. Channel specific information will be only required while adding WhatsApp approved registered templates.

You can add non-registered templates as well just by tagging them with WhatsApp channel where channel-specific information won’t be required and these can be only used for sending WhatsApp session messages i.e. in the recipients 24 hr active window.

6. Once you tag a template to the Facebook Messenger channel, you will be asked to fill the channel-specific information along with the basic template information. Channel specific information will be only required while mapping template with a use-case specific Message Tag.

You can add templates without mapping them with Message Tag as well, just by tagging them with the Facebook Messenger channel where channel-specific information won’t be required and these can be only used for sending Facebook session messages i.e. in the recipients 24 hr active window.

7. You will see an option to tag templates with a content type when you have set up a new compliance configuration for your org with ‘Content-type’ as a parameter. It displays the different content types configured and it is an optional field.

8. Enter relevant details as following:

9. Click on the ‘Create’ button. The new template will be created. These templates will be available for selection based on the Sender ID selection at all messaging interfaces, i.e. if you select Sender ID which is tagged to SMS channel, you will only see templates that are tagged with SMS channel.

As a user, now you can create multimedia message templates and use them while sending messages over SMS and WhatsApp channels.

Create Media Media Message Template

• Click on the Converse Templates option to open the Templates home page, as shown below:

The Templates home page displays a list of all templates with details such as template name, template text, template type, channel, objects, content type, and last modified date. 

As and when the user scrolls down the page, new templates will appear in the list. 

As you can see in the ‘Template Text’ column, all media message templates will be identified with a small icon representing the media type (for example – audio, file, video, or image).

• Click on the ‘Create New Template’ button and the following template creation page will appear:

• Enter the name of the template in the ‘Template Name’ field
• Select the template category as ‘Media message’. For now, media message templates can be sent only via SMS and WhatsApp so only these two channels will be displayed.

• Select the primary object and enter the description in respective fields
• Once you select the channel, SMS or WhatsApp, it will display the supported file types, as shown in the screenshot below:

• Similarly, if you choose SMS and WhatsApp both channels, it will display the common media field that can be uploaded

Note: In case you do not have any number which is MMS enabled, you will see a note in the ‘Use for Channels’ section saying, ‘you do not have any MMS-enabled number’

• Once you enter the template text, you will be able to see the preview of the template on the screen on the right side, as shown below:

• Click on the ‘Save’ button to create your media message template

Once the media message template is created, you can go to the Converse Desk, send the message and check the message details in the Sent section.

• Select the contact and check the conversations as shown in the image below: 

• As shown in the above image, on the right, you will be able to see the preview of all the different files that can be shared in the message.

• All media message templates are indicated as MTM, as shown in the image above

Once you click on any attachment icon, you will be able to see the attachment preview. For instance, if you click on the video attachment icon, you will be able to see the preview of the video. Similarly, you can see the preview of audio, image, and other files sent in the media message templates.

As a user, now you can create rich media message templates and use them while sending messages over SMS and WhatsApp channels.

Create a Rich Media Message Template

• 1.Click on the Converse Templates option to open the Templates home page, as shown below:

The Templates home page displays a list of all templates with details such as template name, template text, template type, channel, objects, content type, and last modified date. 

With Rich Media Templates, now you have the button templates in the form of CTA templates and quick reply templates, as highlighted in the image above.

CTA Templates

With the CTA templates, once you click on a button, you get redirected to a website link or a call.

Quick Reply Templates

Under this, you can have maximum up to three options. Once received on the consumer side, they can simply tap on the button and the label of the button will be send as a reply.

As you can see in the image above, in the preview, you have the button templates selected.

As and when the user scrolls down the page, new templates will appear in the list. 

• Click on the ‘Create New Template’ button and the following template creation page will appear:

• In the Basic Information section, enter the template name in the ‘Template Name’ field and select the primary object from the Primary Object drop-down list
• Type the description in the description field
• Select the template category as ‘Rich Media’ and select the channels from the list of channels

Note: Rich media message templates allows users to use the WhatsApp functionalities like clickable buttons and call to action buttons

• In Insert Merge Field, select the Object type and the Merge Field to personalize your template
• Click Create once all details are filled
• Once all the details are filled, you can see the preview of your template as shown in the image below:

1. Log in to the SMS-Magic Converse application

2. Click on the Converse Templates tab. The Converse Templates page appears.

3. Select the checkbox next to the template you want to edit. The template will be selected.

4. Click on ‘Edit’ the following page will appear:

5. Click on ‘Save’ once the template is modified

6. Users will be notified with a message if a template is already in use and the following page will appear:

7. Click on ‘Cancel’ if you don’t wish to edit the template

8. Click on ‘Proceed’ if you wish to edit the template

9. Edit the details as required. The following table provides details on individual fields

5. Click on the ‘Save’ button. The template gets modified.

1. Log in to the SMS-Magic Converse application.
2. Click the Converse Templates tab. The Converse Templates page appears.
3. Select the check box next to the template which you want to assign to a new owner. The template is selected.
Select multiple check boxes and click Change Owner on the top right-hand corner if you want to change owners of multiple templates.
4. Click and then select Change Owner. The Change Owner pop-up window appears.



5. Type the first three letters to search for the user you want to move the template to. The search results appear as a drop-down list.
6. Select a User.
7. Clear the Send notification email check box if you do not want to send an email notifying the user of being assigned as the template owner.
8. Click Submit.

1. Log in to the SMS-Magic Converse application.
2. Click the Converse Templates tab. The Converse Templates page appears.
3. Select the check box next to the template you want to edit. The template is selected.
4. Click and then select Delete from the drop-down menu that appears. The Delete Template Confirmation page appears.

5. Click Delete

6. Users will be notified while deleting a template that is already in use

7. Click on the ‘Delete’ template the following message will appear:

Here, you can search for any template by typing the template name in the ‘Search’ window.

• Click on ‘Filter’ the following page will appear:

Here, you can filter the Template by choosing the template type and clicking on ‘Apply’.