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How to send WhatsApp templates with an image, video, file or location from the mobile app

In the Elooo System mobile app, open Conversations, go into the WhatsApp conversation (or start a new one), pick the approved text, image, video, file or location template, check the content and send. Templates are created and approved on desktop.

Updated on

Before you start

  • Have the Elooo System mobile app installed and updated to the latest version: older versions don't show media templates.
  • WhatsApp must be connected to the account in Settings › WhatsApp (on desktop).
  • The template must be approved by Meta. Creating and approving templates is done only on the desktop version.
  • Any user with access to the account can send templates from the app.
Where to find it

Mobile app › Conversations › customer's conversation › WhatsApp channel › Templates

Step by step

Send a template in an existing conversation

  1. Open the mobile app and, if you have several accounts, pick the right one.
  2. Tap Conversations and open the customer's conversation.
  3. Make sure the selected channel is WhatsApp.
  4. Tap the Templates icon next to the text box.
  5. Pick the template. It can be text, image, video, file or location; the app shows a preview.
  6. Fill in any variables the template asks for (name, date, etc.) and check the content.
  7. Tap Send.

Start a new conversation from the app

  1. In Conversations, tap New conversation.
  2. Pick the contact and the WhatsApp channel.
  3. Since the customer hasn't written yet, you can only send an approved template: tap Templates, pick it and send.

Tips

  • Location templates are handy for sending the clinic or store address before a visit.
  • Build templates with the media already uploaded on desktop; in the app you just pick and send.
  • To track who received and read it, use the template reports on desktop.

Common problems

  • Image or video templates don't show up in the app → The app is out of date. Update it in the app store, close it and reopen.
  • No templates show up at all → Only approved templates appear. Check the status in Settings › WhatsApp › Templates on desktop.
  • I want to create or edit a template in the app → Not possible. Create or edit it on desktop and, once approved, it becomes available in the app.
  • Sending fails → Check your internet connection, that the customer's number has WhatsApp, and that the template is still active (not paused or rejected by Meta).

Frequently asked questions

Do the old templates I already had work in the app?

Yes. All previously approved media templates are available in the updated app.

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