If you're not familiar with message templates, please read this introduction first:
Introduction to Message Templates (docs.octopods.io) ➚
Introduction to Message Templates (MessageBird.com) ➚
Make sure you're familiar with the guidelines as well:
Message Template Guidelines (docs.octopods.io) ➚
Message Template Guidelines (Messagebird.com) ➚
If you don't have any approved templates in your MessageBird WhatsApp account, here's how to apply for one:
How to Apply for a New Message Template with MessageBird WhatsApp ➚
Step 1: Copy template from MessageBird
Navigate to MessageBird Dashboard → WhatsApp → Template Manager:
https://dashboard.messagebird.com/en/whatsapp-template-manager/
This should show you a list of approved templates:
Copy the template Name and Content.
Important: To copy the content, simply double click the "Content" field. Even though the template is not fully visible in MessageBird, it will be copied in its entirety.
Step 2: Paste template into your Octopods Dashboard
Navigate to your Octopods Dashboard and select your MessageBird WhatsApp account:
Click on Templates:
Select New Template:
Paste the template Name and Body (Content) from MessageBird. Make sure you copy both exactly as they appear in MessageBird:
Click on Create Template.
This will save the template into your Octopods account:
Step 3: Use the template in Intercom
To use the above template, you can either access it from the Octopods Inbox app in your Intercom sidebar (both options work):
Or from the user profile by using our Chrome browser extension:
For more information on the Inbox app:
Introduction to the Octopods Inbox app ➚
For more information on our Chrome extension: