Creating and managing WhatsApp templates helps you communicate more effectively with your customers. This guide walks you through setting up both standard and interactive WhatsApp templates, including media support and customisable call-to-action buttons. Follow these steps to get your templates created, approved by Meta, and ready to use for marketing and utility messages.

Creating a WhatsApp Template

Access Template Creation

Navigate to Settings > WhatsApp > Templates and click on Create Template.

Enter Template Details

A new section will appear where you need to provide the Template Name, Category, Language, and Header information.

  • Template Name: Use lowercase characters or underscores for the template name.
  • Category: Choose between the Marketing and Utility categories; most templates will be under the Marketing category.
  • Language: Select the desired language from the available options.
  • Header (Optional): You can add a static or variable header, with only one custom variable allowed.

📌Note: Only select the Utility option if you want the template to be sent when triggered by contacts, and it will include specific details about the interaction it relates to. For example, an order confirmation must contain an order number.

Adding Media to Your Templates

WhatsApp supports Media Templates, allowing you to include various media types such as images, videos, documents, and locations.

Complete Body and Footer Details

  • Body: Compose the message to be sent to the customer, including multiple custom variables if necessary, by clicking on Add Variable.
  • Footer (Optional): Add a static footer if needed.

📌Note: You must provide sample values for all custom variables, as Meta requires examples when submitting the template.

Setting Up an Interactive WhatsApp Template

When creating a new template, select from a variety of CTA buttons such as Visit Website, Call Phone Number, Copy Offer Code, or Marketing Opt-Out.

  • Marketing Opt-Out: Provide an option for users to opt out of marketing messages, keeping you compliant and building trust.
  • Trackable Website: Use trigger links or other website links to perform a series of actions after a single click.
  • Visit Website: Direct users to your website, boosting traffic and conversion rates.
  • Call Phone Number: Allow users to call a specified number directly from the message for immediate communication.
  • Copy Offer Code: Make it easy for users to copy promotional codes or offer details.
  • Flow: Select a Flow from the available options to guide users through a specific process.

If none of the available options suit your needs, choose the Custom CTA option.

Rearrange CTAs using the swap order button, or the 9 dots icon, or remove it from your template by clicking the "x".

Verify and Create the Template

Review the template message in the preview dialogue, then click Create.

Submit for Approval

Finally, submit the template to Meta for approval and monitor its status in the Template Tab.

Template Statuses:

  • Pending: The template has been submitted and is awaiting Meta's approval.
  • Approved: The template is verified and ready for use.
  • Rejected: The template was rejected by Meta and will need resubmitting.

Getting your WhatsApp templates set up correctly means you can send timely, personalised, and compliant messages that keep customers engaged. With the right setup, approval, and strategic use of media and interactive CTAs, your communication becomes more effective and results-driven.

Frequently Asked Questions

Q: What details do I need to provide in the Body and Footer of the template? 

  • In the Body, compose the message to be sent to the customer, including multiple custom variables if necessary. The Footer is optional and can be static.

Q: How can I provide a personalised experience with my CTA buttons? 

  • Use Personalized Website Links to create dynamic links for each customer, offering a tailored experience. Only one variable can be added to the end of a URL.

Q: What is the benefit of adding a Marketing Opt-Out button?

  • It allows users to opt out of marketing messages, keeping you compliant with regulations and building user trust.