How to add Whatsapp Template

Modified on Fri, 5 Dec, 2025 at 6:55 PM

1. Login into ClickPost Dashboard ( Link: https://dashboard.clickpost.ai/ )

2. Go to Settings --> Notifications --> Overview

3. Go to Whatsapp ( Click View Details )

4. Go to any Milestone you want to configure the template for, Click on the View Template

5. If you are configuring a template for the first time for any milestone :

After Clicking on View Template --> Click on Add new Notification

6. Fill in all the below details: If you have any doubts or issues while adding details ., please reach out to our Support team on https://clickpost.freshdesk.com/support/home

If you are facing issue to whitlist the templates and want sample templates to review , pleaase check the link below for sample templaes.

https://docs.google.com/spreadsheets/d/1skB_jOe-E1jzzmF9pkDyZxNYXacqEsw3Ox9_TsDmhl8/edit?usp=sharing