# How to Use DoubleTick? Product Feature Training Videos

## DoubleTick Setup

<table data-header-hidden data-full-width="true"><thead><tr><th width="127"></th><th></th></tr></thead><tbody><tr><td><a href="https://www.youtube.com/watch?v=j7xW1Nqn97w"><img src="https://img.youtube.com/vi/j7xW1Nqn97w/maxresdefault.jpg" alt="View"></a></td><td><a href="https://youtu.be/j7xW1Nqn97w">Send yourself a test message to your freshly setup WhatsApp API number - from any WhatsApp Number</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=II4fcQu1waI"><img src="https://img.youtube.com/vi/II4fcQu1waI/maxresdefault.jpg" alt="View"></a></td><td><a href="https://youtu.be/II4fcQu1waI">How to invite your team members on DoubleTick</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=u8XHgW5ojGw"><img src="https://img.youtube.com/vi/u8XHgW5ojGw/maxresdefault.jpg" alt="View"></a></td><td><a href="https://youtu.be/u8XHgW5ojGw">How team member should accept invitation to login to DoubleTick</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=qHKi3AdopIk"><img src="https://img.youtube.com/vi/qHKi3AdopIk/maxresdefault.jpg" alt="View"></a></td><td><a href="https://youtu.be/qHKi3AdopIk">Assigning reporting manager and changing reporting structure on DoubleTick</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=-rw16I1K4hc"><img src="https://img.youtube.com/vi/-rw16I1K4hc/maxresdefault.jpg" alt="View"></a></td><td><a href="https://youtu.be/-rw16I1K4hc">How to Set Up Your WABA Profile</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=6QLw_qb3xjg"><img src="https://img.youtube.com/vi/6QLw_qb3xjg/maxresdefault.jpg" alt="View"></a></td><td><a href="https://youtu.be/6QLw_qb3xjg">Adding multiple WhatsApp numbers to your account</a></td></tr></tbody></table>

## Introduction to Templates

<table data-header-hidden data-full-width="true"><thead><tr><th width="204"></th><th></th></tr></thead><tbody><tr><td><a href="https://www.youtube.com/watch?v=Iyuj3thzLBE"><img src="https://img.youtube.com/vi/Iyuj3thzLBE/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/Iyuj3thzLBE">A : What are templates and why are templates needed? What is the approval process?</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=4d2W5imx2IE"><img src="https://img.youtube.com/vi/4d2W5imx2IE/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/4d2W5imx2IE">B : What is the Approval Process for templates ?</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=HFI2pnknTHM"><img src="https://img.youtube.com/vi/HFI2pnknTHM/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/HFI2pnknTHM">C : Different types of WhatsApp Templates Categories</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=-WERsWWTDRc"><img src="https://img.youtube.com/vi/-WERsWWTDRc/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/-WERsWWTDRc">Complete guide to creating and managing templates:: Static Text and Media Templates</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=H6ZYLSpWa5I"><img src="https://img.youtube.com/vi/H6ZYLSpWa5I/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/H6ZYLSpWa5I">Template with Variables</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=ZGgOKGjZKcU"><img src="https://img.youtube.com/vi/ZGgOKGjZKcU/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/ZGgOKGjZKcU">Templates with Buttons</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=yKkPNRQa58o"><img src="https://img.youtube.com/vi/yKkPNRQa58o/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/yKkPNRQa58o">My template is not getting approved/My template is rejected. What should I do?</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=TtimeA_bhF0"><img src="https://img.youtube.com/vi/TtimeA_bhF0/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/TtimeA_bhF0">Best practices for creating effective templates. Ensure high ROI. Also prevent your number from getting banned by using STOP button</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=XQXyMJWxcpU"><img src="https://img.youtube.com/vi/XQXyMJWxcpU/maxresdefault.jpg" alt="Templates"></a></td><td><p><a href="https://youtu.be/XQXyMJWxcpU">Sending template messages via DoubleTick API. </a></p><p>How to make a public cloud media URL using Google Drive. </p><p><a href="https://youtu.be/XQXyMJWxcpU">Understand how to change the media header of the approved template with a public media URL using API. How to Pass your System attribute values as an array in the template, which will get auto-populated in place of the template variables</a></p></td></tr><tr><td><a href="https://www.youtube.com/watch?v=rzl5AAlI5Pk"><img src="https://img.youtube.com/vi/rzl5AAlI5Pk/maxresdefault.jpg" alt="View"></a></td><td><a href="https://youtu.be/rzl5AAlI5Pk">How to change template header media [image or video or pfd] of existing approved template without the need to re-register the template</a></td></tr></tbody></table>

## Broadcast

<table data-header-hidden data-full-width="true"><thead><tr><th width="173"></th><th></th></tr></thead><tbody><tr><td><a href="https://www.youtube.com/watch?v=b9yJ8MRGW20"><img src="https://img.youtube.com/vi/b9yJ8MRGW20/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/b9yJ8MRGW20">A : How to import your customer data to create Multiple Broadcast channels in DoubleTick via Excel upload. Send a template in the channel using the uploaded data.</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=99UTjHPu3gY"><img src="https://img.youtube.com/vi/99UTjHPu3gY/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/99UTjHPu3gY">B : How to unlock unlimited broadcast potential :: What is the conversation limit and how to increase my conversation limit?</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=9zkN8B83kZ4"><img src="https://img.youtube.com/vi/9zkN8B83kZ4/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/9zkN8B83kZ4">C : How to send broadcasts or Schedule a broadcast for future date. Explaination of Static and Dynamic Customer Attribute Data mapping while sending template. Explaination of Scheduled Broadcasts section and how to delete scheduled broadcasts.</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=1T27PFZ6xCU"><img src="https://img.youtube.com/vi/1T27PFZ6xCU/maxresdefault.jpg" alt="Templates"></a></td><td><a href="https://youtu.be/1T27PFZ6xCU">D : Important : Tips for effective broadcasting and how to ensure you don’t get blocked</a></td></tr></tbody></table>

## Customer Segment

<table data-header-hidden data-full-width="false"><thead><tr><th width="351"></th><th></th></tr></thead><tbody><tr><td><img src="/files/ISaHl2gZbuU81N8RLhoW" alt="" data-size="original"></td><td><a href="https://youtu.be/i_Qoo4_igHI">Customer Segments [ What are customer segments and why are they needed? Two types of customer segments - Static and Dynamic]</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=TDe1cS3IK2M"><img src="https://img.youtube.com/vi/TDe1cS3IK2M/maxresdefault.jpg" alt="CreateSegment"></a></td><td><a href="https://youtu.be/TDe1cS3IK2M">Creating and managing custom fields</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=DwUVwdZHHmM"><img src="https://img.youtube.com/vi/DwUVwdZHHmM/maxresdefault.jpg" alt="CreateSegment"></a></td><td><a href="https://youtu.be/DwUVwdZHHmM">How to create and manage static customer segment and dynamic customer segments on DoubleTick and understanding the difference.</a></td></tr></tbody></table>

## Effective Customer Communication

<table data-header-hidden data-full-width="true"><thead><tr><th width="347"></th><th></th></tr></thead><tbody><tr><td><img src="/files/1MHgKIUAT79xvDSBxUJA" alt="" data-size="original"></td><td> <a href="https://youtu.be/Wq6hgThHjd4">Tags</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=6vKsv9-DSXI"><img src="https://img.youtube.com/vi/6vKsv9-DSXI/maxresdefault.jpg" alt="CreateSegment"></a></td><td><a href="https://youtu.be/6vKsv9-DSXI">Customer Notes</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=A6bUHstRaaw"><img src="https://img.youtube.com/vi/A6bUHstRaaw/maxresdefault.jpg" alt="CreateSegment"></a></td><td><a href="https://youtu.be/A6bUHstRaaw">Filter</a> </td></tr><tr><td><a href="https://www.youtube.com/watch?v=TFvDegEiXUs"><img src="https://img.youtube.com/vi/TFvDegEiXUs/maxresdefault.jpg" alt="CreateSegment"></a></td><td><a href="https://youtu.be/TFvDegEiXUs">How to create and use QUICK REPLIES and save time ? Also see when and how to use MARK AS READ and CLOSE CONVERSATION buttons on chat.</a></td></tr></tbody></table>

## Analytics

<table data-header-hidden data-full-width="true"><thead><tr><th width="343"></th><th></th></tr></thead><tbody><tr><td><a href="https://www.youtube.com/watch?v=MYPtLiDy5YE"><img src="https://img.youtube.com/vi/MYPtLiDy5YE/maxresdefault.jpg" alt="CreateSegment"></a></td><td><a href="https://youtu.be/MYPtLiDy5YE">Analyzing Usage | How to use analytics to create, edit and view conversation statistics in count or graphical format</a></td></tr></tbody></table>

## Basic Bots & Automations

<table data-header-hidden data-full-width="true"><thead><tr><th width="341"></th><th></th></tr></thead><tbody><tr><td><img src="/files/5HIQqE4j3WkbzXzHwkRv" alt="" data-size="original"></td><td><a href="https://youtu.be/B03VXVVufQk">Introduction to Bots and Flows on DoubleTick</a></td></tr><tr><td><img src="/files/uegjueQPIIzFb5aq6HvN" alt="" data-size="original"></td><td><a href="https://youtu.be/lETquPLgsbk">Triggers over view</a></td></tr><tr><td><img src="/files/BMxVRinD17LE7WEiVQwg" alt="" data-size="original"></td><td><a href="https://youtu.be/_YMMRf_c148">Action over view</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=du5Y9qZ32PU"><img src="https://img.youtube.com/vi/du5Y9qZ32PU/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/_YMMRf_c148">Automatically Send a hello message when a customer says Hi and assign one of your team members to the chat.</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=_moksRGgG0g"><img src="https://img.youtube.com/vi/_moksRGgG0g/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/_moksRGgG0g">Automatically Send a template message when a new row gets added to Google sheet.</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=zLzf_0hagBw"><img src="https://img.youtube.com/vi/zLzf_0hagBw/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/zLzf_0hagBw">Automatically Send a template message when a customer is assigned an agent.</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=A8oHEMK1Fuw"><img src="https://img.youtube.com/vi/A8oHEMK1Fuw/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/A8oHEMK1Fuw">How to send an interactive message with 3 buttons when a new lead comes and also apply a new lead Tag</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=bC3CGIrV-kE"><img src="https://img.youtube.com/vi/bC3CGIrV-kE/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/bC3CGIrV-kE">When a new lead is received form CTWA[Click to WhatsApp Ad] | Automatically send message with 10 options [Interactive List] | and then push the data to Google Sheet</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=g7ZtFiZLOr8"><img src="https://img.youtube.com/vi/g7ZtFiZLOr8/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/g7ZtFiZLOr8">Send a sorry message when a customer clicks on the unsubscribe button on your template and automatically opt the customer out to ensure they don’t receive future messages</a>.</td></tr><tr><td><a href="https://www.youtube.com/watch?v=7FvaCi2gn4s"><img src="https://img.youtube.com/vi/7FvaCi2gn4s/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/7FvaCi2gn4s">DRIP CAMPAIGN BOT : Sequence 3 follow-up TEMPLATE messages in a gap of 4 hours using TIME DELAY ACTION COMPONENT | This trigger should be when a template gets delivered via broadcast or inside a chat. Test it out by giving a gap of 10 seconds between each templates to be delivered."</a></td></tr></tbody></table>

## Advanced Bots

<table data-header-hidden data-full-width="false"><thead><tr><th width="337"></th><th></th></tr></thead><tbody><tr><td><a href="https://www.youtube.com/watch?v=Itf3SlLuWVw"><img src="https://img.youtube.com/vi/Itf3SlLuWVw/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/Itf3SlLuWVw">How to create QR code or WhatsApp Chat links that redirects your customer to Your WA API number and triggers a bot automatically.</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=pD-w6AKLu4c"><img src="https://img.youtube.com/vi/pD-w6AKLu4c/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/pD-w6AKLu4c">On receiving Data From Google Form via Google Sheet, send a template immediately and schedule a birthday message as per the Date of Birth captured in Form. Use same concept to receive data via webhooks while keeping the remaining bot journey untouched.</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=U3Kpx5sA_qg"><img src="https://img.youtube.com/vi/U3Kpx5sA_qg/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/U3Kpx5sA_qg">Making API calls from DoubleTick Bot builder | Using Conditions to branch paths before and after API calls | Demonstration on how to use the API response in furthur bot flow.</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=AWo6e__aGg0"><img src="https://img.youtube.com/vi/AWo6e__aGg0/maxresdefault.jpg" alt="Bots"></a></td><td><a href="https://youtu.be/AWo6e__aGg0">How to Create custom Chat Widgets, link with bots and create automated journey for your website traffic</a></td></tr></tbody></table>

## Settings

<table data-header-hidden data-full-width="true"><thead><tr><th width="335"></th><th></th></tr></thead><tbody><tr><td><a href="https://www.youtube.com/watch?v=xGr7iTtlH6E"><img src="https://img.youtube.com/vi/xGr7iTtlH6E/maxresdefault.jpg" alt="Settings"></a></td><td><a href="https://youtu.be/xGr7iTtlH6E">How to recharge your wallet and access invoices from DoubleTick | Why healhy wallet balance is important for preventing bots and template messages broadcast failure | Understanding the data in conversation cost report and who can access it.</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=3HZPneaSssM"><img src="https://img.youtube.com/vi/3HZPneaSssM/maxresdefault.jpg" alt="Settings"></a></td><td><a href="https://youtu.be/3HZPneaSssM">Edit profile details like name, login number [with option to change for owner], and email ID. BONUS - why email ID is required and how to use agent info in bot.</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=5j4vRet56tg"><img src="https://img.youtube.com/vi/5j4vRet56tg/maxresdefault.jpg" alt="Settings"></a></td><td><a href="https://youtu.be/5j4vRet56tg">Roles | How to create a custom role to restrict access of my team members | How to change role of existing team member | Difference between WABA role &#x26; Org role</a></td></tr><tr><td><a href="https://www.youtube.com/watch?v=aPqP0MggLVI"><img src="https://img.youtube.com/vi/aPqP0MggLVI/maxresdefault.jpg" alt="Settings"></a></td><td><a href="https://youtu.be/aPqP0MggLVI">How to use Webhooks to pass event based DoubleTick data to 3rd Party CRM or ERP for real-time update | Where to find the developer key and sample Webhook Payloads</a></td></tr></tbody></table>

## Facebook Business Manager Verification

<table data-header-hidden data-full-width="true"><thead><tr><th width="334"></th><th></th><th data-hidden></th></tr></thead><tbody><tr><td><a href="https://www.youtube.com/watch?v=ssRK_4tkDKs"><img src="https://img.youtube.com/vi/ssRK_4tkDKs/maxresdefault.jpg" alt="FBMVerification"></a></td><td><a href="https://youtu.be/ssRK_4tkDKs">How to get your Facebook Business Manager Verification done successfully and unlock unlimited broadcasting potential.</a></td><td></td></tr></tbody></table>


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