Setting up a WhatsApp Template

PREREQUISITES:

  • Active WhatsApp Subscription 

  • Meta onboarding should be completed.


If you have not completed these steps, please refer to the lesson How To SIgn Up for WhatsApp here.


Setting Up a WhatsApp Template

Step 1 : Go to  Settings -> WhatsApp -> Template tab -> Click on Create Template


Step 2 : A new section will open where you will need to fill in the Template Name, Category, Language and Header the information



The available fields are:

  1. Template Name - The name of the template should be set using lowercase characters.
  2. Category - Slecet between the Marketing and Utility Category. 
  3. Language - Select from the list of all the languages available.
  4. Header (Optional) - You can add a static or a variable header. Only 1 custom variable is allowed in the header.

Step 3 : Fill in additional details for the Body and Footer.


The available fields are:

  1. Body - The message that would be sent to the customer. You can add multiple custom variables while creating the template by clicking on Add Variable. 
  2. Footer (Optional) - You can add a static footer.

NOTE: Please fill sample value for all the custom variables added as Meta need examples to be sent while submitting the Template.


Step 4 : Verify the template message and click Create.


Step 5 :  This template is ready to send to Meta for approval.  You can track the status under the Templates Tab.


Statuses for Templates

  1. Pending - Template successfully submitted and sent to Meta for approval.
  2. Approved - Template is successfully verified and can be used for seeing messages to the customers.
  3. Rejected - The template was rejected by Meta and needs to be resubmitted. Read FAQ for re submission.

Once a template is registered, it can be used to  send/receive WhatsApp messages.


Frequently Asked Questions

 

How do we add custom variables in Header and Body of a Template?

Step 1: Click on add variable available under Header or Body.


Step 2: Click on tag icon and select the custom variable(as in this case it is contact name) and a sample text(Shubham Gupta in this case).


 

How do you submit a rejected template or edit a previously approved template?


Step 1: Click on the accordion icon and hit Edit template


Step 2:  Fill in all the information again and hit Create.

 

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