Table Reservation Created Template

This section covers the use cases of automated WhatsApp messages sent to customers when a table reservation is confirmed , along with the steps involved in setting up such automated workflow.

Use Case 1 : Reservation Confirmed

Table Reservation confirmation

When a customer books a table via your restaurant's reservation system, they should receive a WhatsApp / SMS message with:

• Date & Time of reservation

• Party size

• Customer name

Steps involved in setting up an Automated Workflow

If you have already set up the WhatsApp/ SMS template for the Table Reservation Confirmation event, then jump to this section.

A .1. Setting up the WhatsApp Template

1. Navigate to WhatsApp Templates

Step 1 : Navigate to WhatsApp Templates

1. Go to Templates > WhatsApp in the Mercuri CX dashboard.

1. Click Create Template.

2. Select the WhatsApp Account that will be used to send out WhatsApp messages.

1. Configure Template Details

Step 2 : configure template details

Fill in the basic template info:

• Template Name: table_reservation_confirmed (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]

1. Fill Template Components

Step 3 : Fill template components

Header (Optional):

Note: Headers can contain only one variable if needed, but in this case, a fixed title is considered.

1. Type: Text

2. Example Text: Reservation Confirmed

[Click here to explore different media that can be added to the header ]

Body:

1. Add the message content in the Body section of the template.

2. 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 :

Hello {{1}} ,

Thank you for your table reservation for {{2}} on {{3}}. Your table is confirmed under the name {{4}}. We are looking forward to welcoming you! If you need to make any changes or have any questions, please reply to this message.

Variables :

Add a variable value to the corresponding placeholders with a sample value

Note : Each {{ }} It is a placeholder that gets replaced dynamically during automation:

• {{1}} → Customer name

• {{2}} → Part size

• {{3}} → Date and Time

• {{4}} → Customer name

Note: Assign sample values for each variable before submitting for approval.

1. Click on Create template after filling in all the required details.

A.2. Setting up the SMS Template

1. Go to the Templates section in the left-hand menu of the Mercuri dashboard, and select SMS.

1. 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

table_reservation_confirmed

• 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:

  Hi! Your table for {#var#} is confirmed for {#var#}
  We look forward to serving you. Reply to this SMS if you have any questions.

4. Variable Mapping

Map each {#var#} to the actual data fields, like customer name , service title, start date and time .

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.

B. Adding the WhatsApp / SMS template to the Automated workflow

• Go to the Automation section in the dashboard.

• Click on Create Automation.

• Choose the automation type as Table Reservation Created from the list.

• Select the preferred communication channel as WhatsApp/ SMS, for delivering the automated message.

• Choose the approved table_reservation_confirmed template that we created in earlier steps.