Managing WhatsApp templates is key to improving your business’s communication strategy. This guide walks you through the process of creating standard and interactive templates for WhatsApp, with features such as media support and dynamic call-to-action (CTA) buttons. Following these steps will ensure that your templates are efficiently designed, approved by Meta, and optimized for use in various customer engagement scenarios.
Steps to Design a WhatsApp Template
Access the Template Builder
Begin by going to Settings > WhatsApp > Templates, then select “Create Template” to start building.
Incorporating Media into Your Template
WhatsApp offers the ability to include different types of media such as images, videos, and documents in your templates. You can also add location details if necessary.
Provide Template Information
Once the new template screen appears, you’ll need to fill in details such as the Template Name, Category, Language, and Header (optional).
Template Name: Use lowercase or underscores.
Category: Choose between Marketing or Utility.
Language: Select the template’s language.
Header: Add an optional static or dynamic header, limited to one custom variable.
Finalize Body and Footer Content
Body: Craft your message with multiple custom variables if necessary by selecting “Add Variable.”
Footer (Optional): You may add a static footer. Be sure to provide sample values for any custom variables, as Meta requires them for review.
Verify and Save Your Template
After completing the template, review it in the preview window and click on “Create” to finalize it.
Submit the Template for Approval
Send the template to Meta for approval and track its status under the Template Tab.
Template Status: Pending: Awaiting approval.
Template Status: Approved: Ready to use.
Template Status: Rejected: Needs revision and resubmission.
Creating an Interactive Template
For interactive templates, you can choose from various CTA buttons like Quick Reply, Website Link, Call Number, or Copy Offer Code.
Quick Replies: Predefined options for easy responses.
Marketing Opt-Out: An option to unsubscribe from marketing messages.
Visit Website: Drive traffic by linking to your site.
Personalized Links: Add custom URL parameters to create a personalized experience.
Call Number: Enable immediate phone contact through the template.
Copy Offer Code: Facilitate easy copying of promotional codes.
Incorporating Trigger Links
Create a Trigger Link
Go to Marketing > Trigger Links > Add Link.
Add Trigger Link to Template
In Settings > WhatsApp > Templates, choose Create Template, then add the Trigger Link in the body section.
Common Questions
Q: How can I include custom variables in the Header and Body?
A: Click “Add Variable” and choose your custom field. Provide sample data as an example.
Q: Can I add a header to my WhatsApp template?
A: Yes, but only one custom variable is allowed in the header.
Q: What information goes into the Body and Footer?
A: The body contains your message and any necessary variables. The footer is optional.
Q: How do I review and save the template?
A: Review the preview and click “Create” to save.
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