Hi, Humans. How may we help you?

02. Registration of RCS message templates in Zenvia Customer Cloud
13 min
Created by Maria Malheiro on 3/6/2024 4:21 PM
Updated by Leonora Alves on 8/13/2024 11:14 AM

Registering your RCS message templates on Zenvia Customer Cloud is simple and intuitive. Before starting, make sure that the RCS channel is integrated with your account.

⚠️ Attention: This feature is only available to users with Operator or Admin profiles.

To manage and create your RCS templates, go to Settings > Message Templates > RCS.

Manage RCS Templates

To manage existing templates:

  1. Use the search or filters to locate existing templates;
  2. On the templates screen, you will see: Template ID, Name, Status, and Last Update;
  3. In the options three-dots.png, you can:
    1. Edit Template: Modify the content and settings of the existing template.
    2. Copy JSON: Obtain the JSON code of the template to use in other integrations or systems.

    3. Copy Template ID: Copy the unique identifier of the template for reference or use in other parts of the system.

    4. Delete Template: Remove the template from the system if it is no longer needed.

💡 Tip: Click the Report button to generate reports on the dispatches of the current or previous months.

Create a New RCS Template

To create a new RCS template:

  1. Click the Create New Template button and fill in the following information:
    1. Template Name: This field must be defined exclusively for your organization. Choose a name that makes the template distinguishable, especially if you have multiple message templates. Examples: boas_vindas | atualizacao_de_pagamento | delivery_status. Remember that special characters and numbers are not allowed in this field.
    2. Language: Specify the language of the message content. The selected language must match the text and content inserted in the message.
    3. Account ID: Indicate which Google service account will be linked to the template. This account will be visible to those who receive the message.
    4. Email: Define the email address to which Zenvia should send update information about the registered template.
    5. Category: In this field, indicate the purpose of the message template. It should be equivalent to the theme/subject of the message. Learn about the template categories.
  2. After defining all the fields, click Next.

Message Type

In this step, choose the desired message type. This is a crucial point, as you must choose one of the two types:

  • Simple Message: The simple message can contain variables and has a limit of 1024 characters.
  • Message with Header, Media, Footer, and Buttons: The composed message allows only 160 characters in the template body.

After choosing the message type and clicking Next, you will be directed to the next section: Template Content.

Template Content

In this step, define the content of the template, depending on the type chosen earlier, whether it's a Simple Message or a Message with Header, Media, Footer, and Buttons. See below for more details.

Simple Message

In a simple message, you should only insert the body of the message, crafting the desired content. If you prefer, you can personalize your message with variables.

Message with Header, Media, Footer, and Buttons

In this type of message, fill in the following fields:

  1. Header Text: This is the title of your message. The header can contain text, an image, a document, or a video. At the time of sending, in the Zenvia solution, there is information on how the media should be attached. It's important to note that the media does not need to be registered in advance and does not need to be fixed.
  2. Message Body: This is where you can craft your content. Only content in text format is allowed.
  3. Footer: Optional, but often used for signatures, reminders, and notes. It cannot contain variables.
  4. Buttons: Buttons bring speed and simplicity to the message recipient, as they can interact by clicking on the screen instead of typing a response, for example.
  5. Click on Finish.

💡 Tip: Download the file available just below in Attachments, "RCS Guidelines Booklet - Best Practices". Use the material as support and take advantage of the full potential of RCS to communicate with your customers through Zenvia Customer Cloud. 

Variables in the Template

A variable is the information in the message that will be replaced by the personalized data of your customers.

To include a variable, simply use two curly braces, the name of the variable, and close the two braces, as in the following example: Hello, {{name}}. We received your message at {{hours}} and will get in touch as soon as possible.

You can use variables in all text fields of the template. If the variable exceeds the message character limit, an error will occur during sending. At the time of dispatch, you will need to provide the content of the variables.

⚠️ Attention: If you receive the error message "Sorry, we couldn't save your template" when finalizing the registration of the message template, check the following points:

  • Unique Names: Ensure that each name is unique within the same channel. Duplicate names are not allowed.
  • Variables: Avoid using special characters in variables (such as $, commas, spaces, hyphens, cedillas, percentages, etc.). These characters may not be recognized correctly, which could cause errors when creating the template.

Now just click on Finish and your template will be automatically created and approved.

Template Categories

Understand each of the template categories and their functions:

Category Description
Marketing

Related to promotions, offers, welcomes, invitations, and requests.

Examples:

  • Thank you for your order! Use the code SAVE10 to get a 10% discount on your next purchase.
  • Hello, my name is "Maria." How can I assist you today?
  • Our store has moved. We are now closer to you. Come visit us at Calle Padre Chagas, 222.
  • You missed your appointment. Click here to reschedule.
Utility

Confirms payments, alters transactions, notifies accounts, and payments.

Examples:

  • Payment has been received. Enjoy the show!
  • Your order has been shipped and will be delivered on Friday.
  • Your password has been updated.
  • Your prepaid balance is low. Click here to top it up.
  • Your check-in has been completed. Here is your boarding pass!
  • Reminder: you have an appointment scheduled for Wednesday at 4 PM.
Other

For matters not mentioned in the other categories, such as product recommendations and newsletters.

Examples:

  • Thank you for choosing our company. Your feedback is very important to us.
  • By renewing your enrollment, you are investing not only in the present but also in building a bright future for your children. Renew here.
  • Black Friday, take advantage of unprecedented discounts of up to 70%!
  • Your item is on the way, track your order here.
Account Update

Informs about updates or changes to accounts.

Example: Hello, {{name}}! You recently registered as our customer. Welcome!

Payment Update

Contains updates or information about payments.

Example: Hello, {{name}}! We have received your payment for order {{order_name}}. We will do our best to deliver your product {{delivery_date}} as soon as possible.

Personal Finance Update

Information about personal finances.

Example: We have just received your balance request. Your balance in account {{account_number}} is R${{balance}}.

Shipping Update

Updates on order shipments.

Example: Good news! Your order {{order_number}} has just been shipped and is on its way to be delivered as soon as possible.

Reservation Update

Confirmations and reminders about reservations.

Example: Thank you for your reservation {{reservation_number}}! We look forward to seeing you on {{reservation_date}}. You can check in between 1 PM and 5 PM. If you arrive outside of this time, you can contact the reception at {{phone_number}}. See you soon!

Issue Resolution

Responses to inquiries, questions, comments, or feedback.

Example: We are currently facing an issue related to {{issue}}. We are doing everything possible to resolve this situation as quickly as possible and will keep you informed about the status here.

Schedule Update

Confirmations and reminders about scheduled appointments.

Example: Hello, {{name}}. On {{date}} at {{time}}, you have an appointment scheduled with {{doctor_name}}. We look forward to seeing you!

Transport Update

Information about transportation and transit. You can also share information about a delayed flight or where the customer can find their luggage.

Example: Hello, {{name}}. Today your trip to {{destination}} is planned with us. For now, it looks like your flight {{flight_number}} will depart from gate {{gate_number}}. Have a good trip!

Ticket Update

Updates on the status of a support ticket.

Example: Hello, {{name}}. We have received your ticket {{ticket_number}}. We will inform you when there is an update or when our team has found a solution to your problem.

Alert Update

Used to send updates or important news. This category is used for more general templates, such as updates on a ordered product or delivered service.

Example: Hello, {{name}}. Welcome! We are happy you registered with us. By SMS, you will receive your new schedule every week. If you have any questions about your schedule, feel free to ask. We are happy to help!

Automatic Reply  

Quick and automated responses about topics or statuses.

Example: Thank you for your message! On business days, we respond within 24 hours. If you have any other questions or additional information, feel free to share it!


Done! Now you know how to create RCS message templates.