WhatsApp templates: messages approved by Meta

Where to find it

Open Settings → WhatsApp and the Templates tab. The same templates open in Marketing with the WhatsApp templates button (Marketing is there when the marketing module is on).

You need WhatsApp connected through Meta. Until WhatsApp is connected, the tab says “Connect WhatsApp first” and New template is unavailable.

What the list shows

Each template shows its name, language and category, the text, the status and the date of the last change. At the top: search by name or text and a category filter: All, Utility, Marketing, Authentication.

How to create a template

1. 1Click New template.
2. 2Template name: lowercase Latin letters, words joined by underscores, for example autumn_nails. A space turns into an underscore by itself, other characters (digits included) can’t be typed. Only you see the name, the client doesn’t.
3. 3Category: Utility for bookings, reminders and confirmations, Marketing for promotions and news, Authentication for one-time codes.
4. 4Language code: the language of the template text. English is the default, pick your clients’ language.
5. 5Above the text you can add a header: Text, Image, Video or Document. Upload the file with Upload file, after that it goes into every send by itself.

1. 1Body: the message text. Add variable puts a placeholder {{1}}, {{2}} and so on into the text: you fill in its value when sending. Give a sample for each placeholder under Example values: Meta reviews the template with them.
2. 2Footer (optional): a short line at the bottom of the message, such as your salon’s name.
3. 3Buttons (optional): quick reply, link, phone number or offer code. Up to 10 buttons in total, no more than two links, one phone and one offer code. A button label is up to 25 characters, an offer code up to 15.
4. 4On the right, Preview shows the message as the client will see it.
5. 5Click Save template. For a number connected through Meta, the template goes to review right away.

Meta review

Review takes from a few minutes to a day. The status in the list updates on its own. Only templates with the Approved status can be sent: a broadcast (Marketing → Send template) offers only those.

To change a template, choose Edit in the “⋯” menu. After saving, it goes to review again.

Tips

• ·Don’t start or end the text with a variable: Meta doesn’t accept such templates. Add variable puts the placeholder at the end of the text, so add at least a few words after it.
• ·Make the example values realistic: a name, a date, a time. Meta reviews the template with them.
• ·An image in the header stands out more than text: for a promotion, use a photo of your work or your salon.
• ·If a button link ends with {{1}}, the form asks for a sample full link for the review.

FAQ