Microsoft Teams template
Microsoft Teams is a widely used collaboration platform. Using Microsoft Teams for outbound campaigns offers several advantages for companiesto manage important notifications and reminders efficiently.
It includes pre-configured use cases like survey reminders, document upload prompts, scheduling meetups, sharing important updates, and distributing media to team members. Moreover, customization options are available to tailor content to specific needs.
To create MS Teams template, follow these steps:
On the left navigation bar, go to Engage > Templates.
Click Create new template > Microsoft Teams.
Configure the purpose of the template from the available options and click Use templates.
| Option | Description |
|---|---|
| Survey reminders | Prompt your team to complete surveys with convenient redirection URLs. |
| Document upload alerts | Send reminders for document uploads, complete with quick reply buttons to streamline the process. |
| Schedule meetings | Effortlessly schedule 1:1 meetings by asking employees about their availability. |
| Announcements | Share important updates through announcement notifications. |
| Media-enhanced templates | Send media-rich messages to your team, complete with body text and clickable buttons for quick access to new links. |
You will find a preconfigured template with options to tailor it using the available customization features as needed. Configure the template using the available options.
Option Description Template name Enter a name for the template (Only lowercase letters, numbers and underscores are allowed). This is used only for your reference and the client cannot see it. Template language Choose the language for which you want to use the template. You can create WhatsApp templates in multiple languages. Message title Enter a title for the message. This field is auto-populated based on the selected use case, but you can edit it as necessary. Media Use image to the template to make it visually appealing. Body Enter the main content. Use variables wherever required. It is the most critical part of your template and is thoroughly checked by the WhatsApp team. You can add upto 2000 characters including text and variables. Buttons Helps add CTAs to your template as explained in Button type below. Button type Choose the button type: None, Call to action, or Quick reply.
- Call to action: You can include up to three URL redirect CTAs.
- Quick reply: You can add a maximum of three quick reply buttons, with each button text limited to 20 characters.Preview your template on the right side and make any necessary corrections if needed.
Click Create template.