Twilio WhatsApp Extension with SuiteCRM

Business Account Messaging Template Requirement.

For business accounts, outgoing messages require an approved template from Twilio. We must create a template via Content Template Builder and submit it to Twilio for approval. Once approved, all messages will be sent based on this template.

A new field for adding the messaging service ID has been implemented in WhatsApp Settings.

Go to Twilio for configuring messaging service ID.

Link to create: Messaging Service ID https://console.twilio.com/us1/develop/sms/services?frameUrl=%2Fconsole%2Fsms%2Fservices%2Fcreate%3Fx-target-region%3Dus1

Users now need to create a template and get it approved by Twilio.

NOTE:

Users creating a template in the Content Template Builder should have the ability to add images directly within the template. Images should be added within the template itself, not via an external image uploader. The option to add images should be integrated into the template-building process. If a template is created, it must include the option for image addition within the template.

Creating Generic Templates with Dynamic Variable Insertion

Content Template Builder: The content template should be dynamic to allow flexibility in message customization.
Twilio Integration: When integrating with Twilio, users need to add variables in the specific order required for their messaging needs.
CRM Content Variable Field: The same order of variables used in Twilio must be mirrored in the CRM Content Variable Field. This alignment ensures that the dynamic content is accurately populated when messages are sent through the CRM.

Note:

When utilizing the WhatsApp content builder, images should be incorporated directly within the content builder itself. There is no need to use the Image Uploader in the WhatsApp popup.

By maintaining the order and ensuring proper alignment between Twilio and the CRM, users can create effective and personalized messages for their communication needs.

Content Variables are comma separated (,) The Content Variables should be organized sequentially, with each variable separated by a comma.

When you have a template with $lead_first_name and $lead_last_name as variables. Then you can add the Content Variables as below

Click on Save and Submit for WhatsApp Approval.

We have obtained the Content SID.

We have implemented two fields within the email template. The Content SID received from Twilio needs to be added to the set email template, and the content variables which have been added in Twilio in the required order, that need to be entered in the same variable order in the CRM.