# 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