WhatsApp Templates

Use WhatsApp templates to create pre-approved messages for customer communication in WhatsApp. Templates let you send structured messages with text, media, buttons, and variables so you can reach contacts consistently and use them in broadcasts, automations, or other messaging workflows.

---

Create WhatsApp Template

Use the New WhatsApp Template page to create a WhatsApp message template with text, media, buttons, and variables. Follow the steps below to configure the template, preview how it will appear in WhatsApp, and then save it as a draft or submit it for review.

Before You Begin

• A verified WhatsApp Business Account is required to use WhatsApp templates. See WhatsApp integration.

• A positive account balance is required to send WhatsApp messages. If needed, top up your balance.

Step 1: Open the New WhatsApp Template Page

To start creating a new WhatsApp template, navigate to the Templates list and open the template creation page.

1. In the left navigation menu, go to WhatsApp → Templates.

2. In the top-right corner of the page, click + Create WhatsApp Template.

Fig. 1. WhatsApp Templates page with the Create WhatsApp Template action

Step 2: Configure Basic Template Information

Fill in the following fields:

• Name: Enter a name for your WhatsApp template.

• Category: Select a category such as Marketing or Utility.

• Language: Choose the language used in the message content.

Fig. 2. Basic information fields

Step 3: Build message content

Define the content of the WhatsApp message so recipients can clearly understand it when they receive it.

Note

Use the editor on the left to configure the Header, Body, and Footer sections. The WhatsApp message preview on the right updates as you make changes.

1. Header

The Header appears above the body text. Use it to add a short title or media before the main message.

Choose one of the following header types:

None

Select None if you do not want to include a header.

Fig. 3. Header type set to None

Text

Select Text to display a short header above the message body, such as a title, label, or short context.

1. In the Header section, select Text.

2. Enter the header text.

3. Optional: click Add Variable to insert one header variable.

4. In Placeholder Attribute, select a contact attribute.

5. In Sample, enter a fictional value for preview purposes.

Note

• The header text can be up to 60 characters long.

• A header can contain only one variable.

• Sample values are used only in the preview.

• Do not enter real customer data in sample fields.

The available Placeholder Attributes come from your contact attributes, including system and custom attributes. For more information, see Contact Attributes.

Fig. 4. Text header and variable configuration

Media

Select Media to display an image, video, or document above the message body.

1. In the Header section, select Media.

2. In Media Type, choose Image, Video, or Document.

3. Click Choose File.

4. In the Content library, upload a file or select an existing one.

5. Click Insert.

Note

Media files can be uploaded while creating the template or selected from files already available in Media Assets. For more information, see Media Assets.

Fig. 5. Media header configured with an attached file

2. Body

The Body contains the main message text shown to the recipient.

Use the body to write the main message, apply formatting, and add variables for personalization.

You can also insert variables into the body to display dynamic values, such as a recipient name or another contact attribute.

Click Add Variable to insert a placeholder such as {{1}} into the message text. Then select the Placeholder Attribute and enter a Sample value for preview purposes.

Note

• The body text can be up to 1024 characters long. Always check the preview to confirm the final formatting.

• The available Placeholder Attributes come from your contact attributes, including system and custom attributes. For more information, see Contact Attributes.

Fig. 6. Body editor

3. Footer

The Footer is an optional short line shown below the body, typically used for a disclaimer, supporting note, or brand message.

1. In the Footer section, turn on the footer toggle.

2. Enter the footer text.

Note

• The footer text can be up to 60 characters long.

• Footer text does not support variables.

Fig. 7. Footer enabled and configured

Step 4: Add Interactive Buttons (Optional)

Add Quick reply or Call to action buttons to make it easier for recipients to respond or take the next step directly from the message.

1. Click Add button.

2. Select a button group and button type.

3. Configure the fields that appear for the selected option.

Note

You can add up to 10 buttons to a single WhatsApp template.

Quick reply buttons

• Custom — Allows the recipient to respond with a custom message.

• Marketing opt-out — Enables the recipient to opt out of marketing messages.

Fig. 8. Quick reply buttons: Custom and Marketing opt-out.

Call to action buttons

• Visit website — Opens a specified URL.

• Call phone number — Dials a specified phone number.

• Copy offer code — Copies a specified code.

Fig. 9. Call to action buttons: Visit website, Call phone number, and Copy offer code.

Step 5: Preview WhatsApp Template Sample

After configuring the template, review the preview on the right to make sure the message layout, variables, buttons, and formatting appear correctly before saving or submitting it.

Fig. 10. WhatsApp template preview

Step 6: Save the Template

When the template is ready, use the action bar at the bottom of the page to save it.

• Save as Draft — saves the template without submitting it.

• Save & Submit — saves the template and submits it for review.

Note

After submission, the template status changes to Pending until Meta reviews it. Only Approved templates can be used in broadcasts or automations.

Fig. 11. Save actions for the WhatsApp template

---

Edit or Delete Templates

Use the template actions menu to edit or delete an existing WhatsApp template.

Note

The Edit action is available only when the template status is Approved, Rejected, or Paused. For other statuses, such as Draft or Pending, the Edit action is unavailable.

Warning

Before deleting a template, make sure it is not used by any active or scheduled broadcasts or automations.

To edit or delete a template:

1. Go to WhatsApp → Templates.

2. Locate the template you want to manage.

3. Click the actions menu for that template.

4. Select Edit to update the template, or Delete to remove it permanently.

Fig. 12. Templates actions menu.

---

WhatsApp Template Reference

Use this reference to understand WhatsApp template statuses, table columns, and available filters in the Templates list.

WhatsApp Template Statuses

Status	Meaning
Draft	The template is saved in your workspace but has not been submitted for review.
Pending	The template is submitted and awaiting review by Meta.
Approved	The template is approved and can be used in messaging flows.
Rejected	The template was rejected and must be updated before submitting again.
In Appeal	The rejection is under appeal/review by Meta.
Paused	The template is temporarily paused and cannot be used until it is unpaused by Meta.
Disabled	The template is disabled and cannot be used.
Limit Exceeded	The template cannot be used due to a Meta-imposed limit (shown directly in the UI).

Table Columns

Column	Description
Name	The template name.
Status	Current template status (e.g., Draft, Pending, Approved).
Category	Template category (e.g., Marketing or Utility).
Tracked URLs	URLs associated with the template (when available).

Note

To change which columns are visible in the templates table, click the Customize columns icon and turn columns on or off as needed.

Available Filters

Filter	Description
Name	Filters templates by template name.
Status	Filters templates by status (e.g., Draft, Pending, Approved, Rejected, Paused).
Category	Filters templates by category (e.g., Marketing or Utility).