Create a Twilio Template

📗 TIP

This guide uses the no-code approach to build a template. For more information on how to build templates using some programming, please read Twilio’s documentation.

In your Twilio console, go to the Develop tab.
Select Messaging > Content Template Builder.

Content Template Builder
Press the Create new button.

Create New
Enter template name.
Template Name

📒 NOTE
Use only lowercase letters, number and underscores for spaces.
Select template language.

Template Language
Select ‘Media’ content type.

Media Content

📗 TIP
This content type will allow for PDF attachments. If you do not plan to send attachments, you can choose the ‘Text’ content type. For more information on content types, visit Twilio Docs.
Press the Create button.

Create
In the Content section, enter your message in the ‘Body’ field.

Content Body

📗 TIP
Add variables in double curly brackets in the following format: {{ventrata.variable_name}}. For a list of all variables, please see the Twilio Variables page.
Enter media URL in the following format: https://api.ventrata.com/{{pdf_path}}

Media URL

📗 TIP
This is the Ventrata URL where the PDF tickets are pulled from.
Press the Save button to save your Content Template.

📒 NOTE
You have the option to press the Save and submit for WhatsApp approval button, which will send your template to Meta for review. Typically, within 48 hours a response is provided. Read more about the approval process in Twilio Docs. A WhatsApp account needs to be connected to save a template with WhatsApp approval. Please see Twilio docs on how to Connect WhatsApp for more information
Enter sample data, for example:
- {{product.name}} = Old Town Hall
- {{date}} = 16 Mar 2024
- {{tour.time}} = 9:30 PM
- {{pdf_path}} = download.pdf?booking=edc7e137-32c3-486c-98fd-294e8c23d354&locale=en&order=3ac40889-6f2f-4691-872b-289996eb5059
Sample Data
Press the Save with samples button.

Save with Samples
If you saved with WhatsApp approval, select a template category
Marketing - the template is used to include promotions, informational updates, or invitations for customers to take action.
Utility - the template is used to help inform customers about a specific, agreed-upon request about an ongoing transaction, including post-purchase notifications and recurring billing statements
Submit for WhatsApp Review
You have the option to allow WhatsApp to recategorise this template if they believe the selected category is not applicable for your template.

Allow WhatsApp to Recategorise This Template
Then press the Submit button.
Submit

All of your templates can be then found on the Content Template Builder main page with a WhatsApp approval status indicator.

📒 NOTE

You are not able to edit the template after you save it. You can duplicate a template, change its details and save the duplicate with the same name. If needed, you can then delete the original template.

Content Templates

Create Ventrata Campaign

Log in to your Ventrata dashboard.
Go to Products > Campaigns.

Campaigns
Press the + New Campaign button.

New Campaign
Enter a campaign name.
Keep the ‘Active’ field ticked.

Campaign Name
Select the ‘Twilio’ campaign manager.

Campaign Manager
Select your Twilio template.

Campaign Template
You can include a promotion.

Promotion
Check ‘Scheduled’ to send campaigns automatically when conditions specified using the below parameters are met:
- bookings made between the selected dates and times
  
  Booking Date Range
- travel dates between the specified dates
  
  Travel Date Range
- X days before or after Travel Date, Booking Date, Redemption Date or Cancellation Date
  
  Schedule
Target your campaign at bookings specified by ‘Booking Sources’, ‘Booking Types’ and ‘Booking Statuses’.

Campaign Targets
Target specific languages.

Customer Languages
Select what type of channel the campaign should use to deliver receipts (email or sms only).

Campaign Channels
Target specific destinations, products and resellers.

Blacklist/Whitelist
Press the Create Campaign button.

Create Campaign