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WhatsApp Template

To send one-way notifications via WhatsApp, you must use approved templates. All marketing templates, including Carousel, Document, Image, Limited Time Offer, Text, and Video, require approval from META.

Templates that do not require approval include Audio, Free Form Message, List Message, Location, Multi-Product, and Single Product templates.

Steps to Create a WhatsApp Template

  1. Access Templates:

    1. Click Templates.

    2. Click WhatsApp Templates.

  2. Manage Existing Templates:

  • Hover over any template to preview, clone, or view the status.

  • Cloned templates can be edited and will be in Draft Status. These templates need to be saved and submitted for approval.

  • Once saved, the status changes to “draft”. You can submit for Approval and the template will be Approved or Rejected based on the content within a few hours.

  1. Create a New Template:

    • Click Create Template to open the Template Builder

    • Define the sender number, give the template a name, and select a category from the dropdown. All fields are mandatory.

  2. Real-Time Preview:

    • A real-time preview on the right shows how the notification will look, updating as you make changes.

  3. Define Template Components:

    • Header (Optional):

      • Media Files: Choose from Image, Video, or Document to include in your notifications. Upload the media file, adhering to the specified size limit and format.

      • Location: Select a location for your location header.

      • Text Header: Use text as a header with up to one variable, defined during template usage in Campaigns or Journeys.

    • Message Body:

      • Add multiple variables to personalize your message, defined during template usage in Campaigns or Journeys.

      • Maximum character limit is 1024.

      • Follow WhatsApp approval guidelines. For more details, visit WhatsApp Message Templates Guidelines.

    • Footer (Optional):

      • Maximum character limit is 60.

    • Interactive Elements:

      • Call to Action (CTA) or Quick Reply Buttons:

        • Define button texts for both CTA and Quick Reply, visible to customers in the notification. Maximum character limit is 25.

        • Types of CTAs:

          • URL: Define a URL to redirect customers to a webpage.

          • Contact Number: Define a phone number for customers to call.

          • Copy offer code: Copy code button copy a text string to the device’s clipboard when tapped by the app user

    • Save and Submit:

      • Click Save to save the template. The status will be Draft.

      • Click Submit for Approval to submit the template for approval. Once approved, the template can be used in your Journeys or Campaigns.

      • Click Cancel to delete the progress made so far and not create the template.

    • Notifications

      • You can click on “Notify” in the Whatsapp templates page and enter the email address to receive the intimation of the Whatsapp Templates Approval Status.

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