How to Create a WhatsApp Template

July 30, 2024•2 min read

Setting Up a WhatsApp Template

If you wish to offer a different rate to certain clients, you can do so by following these two steps:

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

Details around the fields available

Template Name - The name of the template should be set using lowercase characters.

Category - Slecet between the Marketing and Utility Category.

Language - Select from the list of all the languages available.

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 Body and Footer

Details around the fields available

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.
Footer (Optional) - You can add a static footer.

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

Step 4 : Verify the template message and hit on Create

Step 5 : Now we will send this template to Meta for approval and you can track the status in the Template Tab.

Statuses for Templates

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

What's next?

Once you have a registered template, you can start using the below and product areas to send/receive WhatsApp messages.
If you still have not added a number that can be used inside WhatsApp, refer below:

Frequently Asked Questions

How do we add custom variables in the 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 the 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.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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