Introducing Self-Serve WhatsApp Template Creation: Automate Payment Reminders

We’re excited to announce a new feature that will simplify how you send payment reminders via WhatsApp: Self-Serve WhatsApp Template Creation.

Previously, customizing WhatsApp reminders required some extra steps and manual effort. Now, with OCTA’s latest update, you can create your own WhatsApp reminder templates directly on the platform. After creating a template, it goes through a quick review process, and once approved, it’s ready to use for all your future automated reminders.

This upgrade allows businesses to create personalized, error-free reminders and send them on autopilot, reducing the need for repetitive manual messaging.

Key Benefits of Self-Serve WhatsApp Template Creation

1. Create Custom Templates

Users can now create fully customized WhatsApp templates for payment reminders. Whether it’s a friendly reminder or a final notice, your message can be tailored to match your brand voice and the tone of your communication.

2. Automated Invoicing

Once a template is approved, it can be linked to automated reminders. No need to manually craft individual messages each time—OCTA does it for you, saving you time and ensuring consistency.

3. Error-Free Communication

AI-powered editing ensures your templates are free from common mistakes and missing fields. The system also alerts you if any mandatory fields are missing, ensuring your templates are always ready for use.

4. Time-Saving Efficiency

Instead of manually sending reminders to each client, you can set up your templates and let OCTA automate the process. This significantly reduces administrative work and allows you to focus on growing your business.

5. Simple Review Process

After creating a template, OCTA will review it to ensure it aligns with best practices, so you don’t have to worry about compliance or formatting issues. Once approved, the template is available to use instantly.

OCTA’s Self-Serve WhatsApp Template Creation feature revolutionizes the way businesses send payment reminders, offering a quick, efficient, and error-free way to automate communications. Say goodbye to manual follow-ups and hello to consistent, professional reminders that save you time and improve payment collection.

Ready to start automating your reminders? Book a demo with us today and experience the power of OCTA!