Create an HSM Template for Requesting Contact Info on WhatsApp Business

Updated 

In an HSM Marketing or Utility template, you can add a Request Contact Info button that prompts users to share their phone numbers directly through WhatsApp. This is particularly useful when users are identified only by their BSUID/username and their phone numbers are not visible in the interface.

When a customer taps the button, WhatsApp automatically shares their number. The number is then ingested into Sprinklr, and the associated profile is updated.

Steps to Create a Request Contact Info HSM Template

1. Create an HSM Template. For steps, see Create an HSM Template for WhatsApp Business.

2. Configure Template Details.

Field 

Description 

WhatsApp Business Account 

Select the WhatsApp Business account. 

Language Code 

Select the language for the template. 

Element Name 

Enter a descriptive element name. 

Category 

Select one of the following: 

  • Marketing 

  • Utility 

Request Contact Info is supported only for these categories. 

 

Type of Message 

From the dropdown, select Request Contact Info

 

3. In the Message Details section, compose the message.

  • Enter the text to be displayed on the Request Contact Info card.

  • Use available formatting options in the text box to style the message.

  • The template automatically includes a Share Contact Info button, which customers can use to share their phone number.

4. Once the template is composed, configure asset details, properties, additional details, and sharing options.

5. Click Save.

The template is now ready to use for customer interactions on WhatsApp Business.