SMS Templates tab view in Salesforce using WatBox

Step 1 : Sign Up for a Bitly Account

  • Go to the following URL to sign up: https://bitly.com/a/sign_up

  • Enter your email address and create a password.

  • You will receive a verification email. Click the link in the email to verify your account.

Template creation form fields in WatBox interface

Step 2 : Optional Step

  • The next step after email verification is optional and can be skipped.

Fetch Fields button to insert Salesforce merge fields

Step 3 : Create a Group

  • Navigate to : Settings → Groups → Add New Group

  • Enter a name for your group.

  • Note : At least one group is required. If a group already exists, you can skip this step.

Message body input using merge fields like FirstName
Upload media file for MMS template creation
Upload media file for MMS template creation

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Campaign use of SMS templates with WhatsApp integration
Dynamic message preview using WatBox SMS templates

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