A . 1. Setting up the WhatsApp Template Navigate to WhatsApp Templates
1. Go to Templates > WhatsApp in the Mercuri CX dashboard.
Select the WhatsApp Account that will be used to send out WhatsApp messages.
Configure Template Details
Fill in the basic template info:
Template Name: Restaurant_order_Fulfilled
(Use an easy name to identify later)
Language: English
(or as per your customer base)
Category: UTILITY
(since it’s an informational message)
[ Understand the different categories of WhatsApp templates ]
Header (Optional):
Note: Headers can contain only one variable if needed, but in this case, a fixed title is considered.
Example Text: Order Prepared
[Click here to explore different media that can be added to the header ]
Body:
Add the message content in the Body section of the template.
To include dynamic information like order ID or customer name, use the "Add Variable" button located at the right end of the Body field.
Sample message :
Hi {{1}}, your
order #{{2}}
is now fulfilled!
Your order is ready for
{{3}}
* Thank you for ordering from us.*
Variables :
Add a variable value to the corresponding placeholders with a sample value
Note : Each {{ }}
is a placeholder that gets replaced dynamically during automation:
Note: Assign sample values for each variable before submitting for approval.
A.2. Setting up the SMS Template Go to the Templates section in the left-hand menu of the Mercuri dashboard, and select SMS .
In the top-right corner, click Create Template to begin.
3. Fill in Template Details
You’ll be directed to the SMS template creation form. Fill in the following:
Template Name : Enter a short, descriptive title so it’s easy to identify the purpose of the message.
Example
Copy Restaurant order fulfilled
Template Text :
Craft a clear and concise message (within 160 characters). You can personalize it using dynamic variables.
Click the Add Variable button in the bottom-right corner of the body section to insert placeholders.
Example:
Copy Your order {#var#} is fulfilled! It’s ready for {#var#}. Thank you for ordering from us!
4. Variable Mapping
Map each {#var#}
to the actual data fields, like restaurant order ID and fulfillment type.
5. Preview
View the SMS Preview to see how the final message will appear to customers.
6. Save the Template
Click Create to save your SMS template. It will now be available to use in campaigns, automations, or workflows.