How to Create a Call Permission Request Template on DoubleTick

Introduction: Before your team can call customers, they need explicit permission. This article walks you through creating an approved template in simple, easy-to-follow steps.

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Step-by-Step Guide

1. Login to DoubleTick.

2. Click Templates → New Template.

3. Name your template, e.g., Outbound Calling_DoubleTick.

4. Select Utility as the category.

5. Choose Create a call permission request template to send users outside the service window.

6. Write your message:

   • Example: “Hi {{customer_name}}, our team would like to call you regarding your request.”

   • Add Yes/No Quick Reply Buttons.

7. Add dynamic variables like {{customer_name}} to personalize each message.

8. Click Save & Submit.

9. Wait for Meta approval.

Tips:

• Keep messages short, polite, and professional.

• Clearly state the purpose of the call.

• Make it easy for customers to respond with one tap.