WhatsApp template

Unlike other channel templates that are approved by default, you need to send each WhatsApp template for approval as soon as you create it. Facebook might take upto 48 hours to review the template. A template gets approved if it is as per the Facebook's guidelines, else it will be rejected.

The following are the different steps involved in a WhatsApp template -

  1. Create a WhatsApp and send for approval.
  2. Facebook verifies the WhatsApp template and updates the status within 48 hours.
  3. Use the approved template in your campaign.

Prerequisites

The following are the prerequisites for creating a WhatsApp template -

  • You need to have the WhatsApp channel configured under Channels.

  • Account should be active with its status as Connected.

1. Create WhatsApp template#

To create a WhatsApp template and send for approval -

  1. Navigate to your project and go to Engage > Templates.

  1. Click Create new template > Whatsapp.

  1. Configure the template using the available options and click Save.

OptionDescription
Template nameEnter a name for the template. This is used only for your reference and the client cannot see it.
Select categoryChoose for what type of messages you want to use th current template - Transactional, Marketing, or One-time passwords.
Select languageChoose the language for which you want to use the template. You can create WhatsApp templates in multiple languages.
HeaderEnter the message title If you want to include media or documents (Image, Video, Document, or Text) in your template messages, then Header Section will be of high importance. WhatsApp has certain guidelines for Header. WhatsApp Text supports upto 60 characters with only one variable.
BodyEnter the main content. Use variables wherever required. It is the most critical part of your template and is thoroughly checked by the WhatsApp team. You can use upto 1024 characters, which can include text and variables.
FooterUse this to mention something at the end of your message. You can use up to 60 words.
Button typeChoose the button type - None, Call to action (CTA) or Quick reply.
Call to action: There can be a maximum of two buttons while choosing call to action - Visit Website or Call Phone.
Quick replyYou can add a maximum of 3 quick reply buttons, each button text can have a maximum of 20 characters.
  1. To add another CTA, click Add new button.

  2. Preview the message on the right pane and click Send for approval.

The template will be sent for reviewing. You can use can use it in your campaign once Facebook approves it.

note

You can either add up to two CTAs or three Quick replies.

1.1 Add CTAs/Quick replies#

You will see these options in Buttons under Button Type.

Call to Action#

In Type of action, You can either choose between Visit Website or Call Phone. Currently it supports up to two CTAs in a template.

For the action, Visit website -

  1. In Button text, enter the label name (character limit 20) for the CTA.
  2. In the drop-down box, choose the type of URL - Static or Dynamic.
  3. In URL, enter the URL that you want recipients to redirect upon clicking the button.

For the action, Phone number -

  1. In Button text, enter the label name (character limit 20) for the CTA.
  2. In the drop-down box, choose the country of the phone number.
  3. In Phone number, enter the phone number that you want your recipients to call to.

Quick reply#

You can add a maximum of three quick reply buttons and the button text can have up to 20 characters.

Enter label names for each reply. Use the Delete icon to remove any button.

1.2 Add variables#

Variables allow you to personalize your template content for the user. You can include variables it in the Body or Footer.

You can add variables by adding two curly brackets before and after the variable name.

By doing so you define a variable user, which can contain unique names of the user you want to send out campaigns to.

You can see in the preview tab below, the variable user we just created is highlighted in blue for your own convenience.

2. Best practices to avoid rejections#

Once you send a template for approval, Facebook might approve it if everything's as per the guidelines or will reject it if it is not as per their standards.

You can see the template status on the Templates home page.

Here are some basic guidelines that you can follow to get your templates approved -

note

For a complete list of rejection reasons, see here.

  • Spelling or grammatical errors.
  • Missing variable parameters or incorrect curly braces. The correct format is {{1}}.
  • Undefined variable parameters.
  • Non-sequential variable parameters. For example, {{1}}, {{2}}, {{4}}, {{5}} are defined but {{3}} does not exist.
  • Mismatch in the defined language and the template content. For example, Spanish was select but the content is English or the content is a mixture of languages containing both Spanish and English.
  • The URL domain in your links does not belong to your business.

2.1 Examples of approved & rejected templates#

  1. The template on the left got rejected because it placed a link inside the body instead of using call to action. The one on the right got approved after removing the link.

  1. The template on the left got rejected because user didn't pass any parameter inside curly braces. The one on the right got approved after passing a parameter inside the bracket.

3. Schedule a campaign#

To learn to schedule a campaign to a user segment at the desired time, click here.


What next?

After creating a WhatsApp template, create a WhatsApp campaign using the template as explained here.