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WhatsApp Automation
Getting Started
Understanding WhatsApp Templates
WhatsApp message templates are pre-approved messages that allow businesses to start conversations with customers outside the standard customer-service window.
What Are Message Templates?
Templates are structured messages reviewed and approved by Meta before use. They help businesses send notifications, updates, reminders, and promotional content while maintaining platform compliance.
Common Template Categories
Utility Templates
Used for transactional communications such as:
Order updates
Appointment reminders
Payment confirmations
Account notifications
Marketing Templates
Used for:
Promotions
Product announcements
Special offers
Customer re-engagement campaigns
Authentication Templates
Used for:
One-time passwords (OTP)
Login verification
Security confirmations
Creating a Template
Open Templates Manager.
Click Create Template.
Select a category.
Enter template content.
Submit for Meta approval.
Wait for approval status.
Template Variables
You can personalize messages using variables.
Example:
Hello {{1}}, your order #{{2}} has been shipped and is on its way.
Best Practices
Use clear and professional language.
Avoid excessive promotional content.
Personalize messages whenever possible.
Follow WhatsApp Business Messaging Policies.
Test templates before sending to large audiences.
Approval Tips
Templates may be rejected if they:
Contain misleading information
Violate WhatsApp policies
Use excessive promotional language
Include unsupported content