The Asset Manager for WhatsApp Distribution is designed to simplify and enhance the setup and management of WhatsApp survey distributions for both Standard and Conversational surveys. This tool allows you to create, reuse, and manage message assets within Meta’s Utility and Marketing categories, ensuring compliance while being cost-effective at scale.
With this feature, you can distribute WhatsApp surveys more quickly, whether on an ad hoc basis, through CFM workflows, through transaction uploads, or using Rule Engine-based service flows, all without the need for repeated approvals or additional setup efforts. WhatsApp Distribution enables businesses to conduct surveys directly on WhatsApp, leveraging the platform's extensive user base and high engagement levels. Teams can either choose from the pre-approved templates in the Creative Library or create a new template. You can select from the authorized WhatsApp templates for surveys, reminders, and thank-you messages.

Prerequisites

​In order to access the WhatsApp distribution, you must have access to the following View and Edit Distribution permissions at the Survey Level.

Setting Up Creatives

1. Navigate to Customer Feedback Management and go to Creative Library in the left pane.

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2. Click + Creative and select WhatsApp.

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3. Go to the Details section and fill in the details:

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   1. Go to the Creative Details section and fill details:

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      1. Name: Add a meaningful name to the creative.

      2. Description: Add a description to the creative.

      3. Tags: Select the tags from the drop-down that would act as unique identifiers.

   2. Go to the WhatsApp Message Detail Section and fill in the details:

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      1. WhatsApp Business Account: Select the WhatsApp Business Account from the drop-down.

      2. Survey Type: Choose the type of survey from the drop-down menu. You can select either a Standard Survey or a Conversational Survey.

      3. Message Type: Choose the type of message from the drop-down menu: Invitation Message, Reminder Message, or Thank You Message.

      4. Language: Select the language in which the survey message should appear.

      5. Element Name: Choose a name for the element. The Element Name represents how your asset is saved in WhatsApp Business Manager. It needs to be unique and should not include any spaces. Use 'Validate' to verify its availability.

      6. Category: Choose either Utility or Marketing from the drop-down menu.

      7. Toggle the option to stop sending survey if Meta changes template category.

   3. Go Creative Permissions section and select the details:

      1. Set User Permissions: You can select the users and user groups and provide edit or view only permissions by clicking Add User(s).

4. Click Next and go to Configuration Page:

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   1. Auto Translate: You can access the auto translate option. The Auto-translation will overwrite all text in the selected version except the unsubscription keyword. You can check the local regulations for unsubscribe requirements. The default keyword “STOP” is always supported.

   2. Go Message Header and fill the details:

      1. Header Type: You can select header text from the drop-down menu options, including Text, Image, Video, and Document. To add header text, simply input the desired text, you can include up to 60 characters. Additionally, after choosing the header type, you can upload an image, video, or document.

   3. Go to Body: You have the ability to include a message description with a maximum of 1024 characters. There are several options available to personalize the message description. Additionally, you can utilize Sprinklr AI+ to generate and enhance content. To tailor the asset, employ placeholders in order. Avoid placing a variable at the beginning or end, and refrain from using too many.

      Note: You can now insert placeholders for Profile, Transaction, Survey metadata, and Case fields with required sample values, ensuring Meta template approval and compliant, flexible asset customization.

   4. Go to Footer: The Creative footer includes a default, editable unsubscription message containing the keyword 'STOP'. While it's not mandatory to proceed, including an opt-out option is strongly recommended to respect respondents' privacy and ensure compliance with regional regulations.

   5. Click Save.

Manage WhatsApp Creative

To manage WhatsApp Creative, click the Vertical Ellipsis against a creative and access the following:

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1. Edit: You can select the edit option to modify the creative fields.

2. Add Translation: Within the Creative Library, you can manage translation workflows by adding, configuring, and previewing translations for assets.

   Once you click on the Add Translations option, you will be directed to the Add Translation page where you can choose the desired language for translation from the drop-down menu. Additionally, make sure to check the auto-translate box before clicking Add.

3. Clone: You can make a duplicate copy of the creative by selecting clone.

4. Delete: You have the ability to remove the content that has been created.