Skip to main content

Template Settings —

Introduction​

Use the Template Settings page to connect a WhatsApp (or other messaging) template to your company and control whether template-based reminders are sent.

Accessing the Page​

  1. From the left sidebar, go to Reminders.
  2. Click Template Settings.

Navigating the Page​

  • Current Settings (summary card): Shows the saved Token, selected Main Template, and Status (Active/Inactive).
  • Token Field: Input for your messaging service token.
  • Validate & Pick Template button: Verifies the token and fetches available templates you can use.
  • Template Selector: Dropdown to choose your Main Template once templates are fetched.
  • Enable Template Sending toggle: Turn template-based sending on or off.
  • Save Settings button: Saves your selections for the current company.

Note: If no company is selected, you’ll be prompted to select one first.

Key Features​

  • Token Validation & Template Discovery: Quickly verify a token and fetch templates tied to it.
  • Per‑Company Configuration: Settings are saved for the currently selected company only.
  • Status Control: Enable or disable template sending without losing your saved configuration.
  • At‑a‑Glance Summary: See the current token, selected template, and status.

Common Tasks​

1) Validate a Token and Load Templates​

  1. Paste your Messaging Service Token into the Token field.
  2. Click Validate & Pick Template.
  3. After validation, a list of available templates appears in the dropdown.
  4. (Optional) The first template may be auto-selected; you can change it from the dropdown.

2) Choose the Main Template​

  1. Open the Select Main Template dropdown.
  2. Pick the template you want to use for reminders.

3) Enable or Disable Template Sending​

  1. Use the Enable Template Sending toggle:
    • On (Active): Template reminders can be sent.
    • Off (Inactive): Template reminders are disabled.
  2. Your current status is also visible in the Current Settings card.

4) Save Your Settings​

  1. Click Save Settings.
  2. A success message confirms the changes have been saved.

Tips​

  • Company Context: Ensure the correct company is selected before making changes.
  • Token First: Always validate a new token before selecting a template.
  • Make it Active: Turn on Enable Template Sending to start using the selected template.

Troubleshooting​

  • “Please select a company first”
    Select a company in the header, then return to Template Settings.
  • “Please insert token” / “Please fill in all fields”
    Enter a valid token and choose a template before saving.
  • “Failed to fetch templates”
    Re‑check the token and try Validate & Pick Template again.
  • No Templates Shown After Validation
    The token may not have any templates associated with it. Confirm with your messaging provider.

FAQ​

  • Does disabling template sending delete my settings?
    No. Your token and selected template remain saved; only sending is paused.
  • Are settings shared across companies?
    No. Each company maintains its own token, template, and status.

Contact Support​

If you need help: