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Template Registration Best Practices

It is important to follow WhatsApp's guidelines when submitting requests for template message approvals to avoid unintended rejections. Please follow these guidelines when registering templates for WhatsApp.
You don't need to manually refresh WhatsApp template registration status.
The status will be refreshed automatically on the UI as soon as WhatsApp provides an update.
You can also view the reason for rejection in case a WhatsApp template is rejected.
Additionally, we highly recommend adding a sample to your template submission for approval.

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Note

Any edits made to the content of a message template from the WhatsApp Manager will not be synced within the platform. Please create a new template from within the platform to make use of template update requirement.

Configuring Marketing and Utility Templates

To configure a Marketing and Utility template:

  1. Go to Tools > Templates.
  2. Click Add New Template.
  3. Enter a Name for the template. Only lower case letters and underscores are allowed in this field. Do not use spaces in the template name.
  4. Select the Channel as WhatsApp.
  5. Select the one of the two template options below for Category:
    • Marketing: Send promotions or information about your products, services, or business.
    • Utility: Send messages about an existing order or account.
  6. Select the required Language. The drop-down list contains all the languages that Facebook/WhatsApp supports.
  7. Select the WABA ID of the WhatsApp Business Account that you want to associate this template with from the drop-down list.
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Configure WhatsApp Template

  1. Select the Header type. This is an optional step.
    Provide the header text if you select Text as the type for Header. You can use at most one variable in the header text.
    Select Image, Video or Document if you select Media as the Header type. In the template, you just indicate if it is an image or document that you would like to send in the template. The actual image or document is to be configured in the WhatsApp send node. Currently, only PDFs are supported for the document.

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Input Parameters

Input parameters (dynamic content or variables) in templates cannot include newline characters or more than 4 consecutive spaces.

A template with a text header appears as shown below:

474

Text Header Preview

Here is a preview of the template that contains an image in the header, variables in the message body, and a footer:

712

Image Header Preview

This is a preview of the template that contains a document in the header, variables in the message body, and a footer:

696

Document Header Preview

  1. Enter the appropriate message in the Message Body. Use the formatting icons to format the text within the message. Currently, you can format the text as follows:
    • Bold
    • Italics
    • Strikethrough
    • Monospace.
      You can also add variables in the message body. You will need to provide values for the configured variables while using the WhatsApp send node within the flow builder.

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Character Limitation for Templates

The character limitation for a template is 1024 characters including the header and footer.

  1. Provide the Footer text. This is an optional step.
  2. In the Buttons section, select the required type of button. This is an optional step.
    The buttons enable interactivity in WhatsApp messages.
    • Call-To-Action (CTA) - use his button to configure the direct call option or visiting a website option. You must configure the phone number to which the direct call is placed or the URL of the website you want to direct the users. You can have a maximum of two CTA buttons.
      The type of action can be Visit Website or Call Phone Number. For the Visit Website option, you need to specify the button text and the URL of the website. The URL can be dynamic or static. A placeholder is added as an extension of the URL in the case of a dynamic URL. You can add variables to the URL for a dynamic URL. For the Call Phone Number option, specify the button text and then the phone number. For this type of action, you can have a maximum of one button type of each type per message, i.e, one Call Phone Number button and one Visit Website button.
    • Quick Replies (QR) - use this button to configure quick replies like Yes, No, May be. You can use a maximum of three QR buttons.

The following is a preview of a message with CTA buttons:

836

Call-to-action (CTA) Buttons Message Preview

The following is a preview of a message with QR buttons:

815

Quick Replies Buttons Preview

A message with CTA buttons appears as follows:

479

Call-To-Action (CTA) Buttons

A message with QR buttons appears as follows:

500

Quick Replies Buttons

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Interactive Buttons

Within a template, you can configure either CTA buttons or QR buttons, but not a combination of these two types.

{
   "appid":"a_160730369477132030",
   "deliverychannel":"whatsapp",
   "message":{
      "template":"1024406451379326",
      "parameters":{
         "variable1":{
            "type":"url",
            "payload":"<<url_extension>>"
         }
      }
   },
   "destination":[
      {
         "waid":[
            "9199xxxxxxxx"
         ]
      }
   ]
}
{
   "appid":"a_161007122569873440",
   "deliverychannel":"whatsapp",
   "message":{
      "template":"244219340449037",
      "parameters":{
         "quickReply":[
            {
               "button_text":"Button 1",
               "payload":"<<button 1 payload>>"
            },
            {
               "button_text":"Button 2",
               "payload":"<<button 2 payload>>"
            },
            {
               "button_text":"Button 3",
               "payload":"<<button 3 payload>>"
            }
         ]
      }
   },
   "destination":[
      {
         "waid":[
            "9199xxxxxxxx"
         ]
      }
   ]
}
}
},
"destination": [
{
"waid": [
"9199xxxxxxxx"]
}]
}
  1. Click Configure Sample Content. This button enables you to send sample data to WhatsApp making it easier to identify the type of data being sent using this template. This button is enabled only when you have at least one variable is added in the header text, message body or CTA button or if the header is Media. Using this button you can also preview the sample content.
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Note

You can click + Add Variable to include a variable to Header (text type), Message Body or Call-to-Action Button.
By default the name of the variable will be $(variable1). Do not customize the default variable name, as the system will not recognize the variable within "Configure Sample" pop-up.

  1. Click Save. When you click the Save button, the template is submitted for approval to Facebook/WhatsApp. Only the approved templates appear under the list of available templates on the Templates page and also within the WhatsApp send node.

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Using WhatsApp Templates in Messaging API v1

If you have set-up a WhatsApp Template from within Tools ->Templates section, you need to use Template section when trying to reference these templates in the messaging API.

Configuring Authentication Templates

To configure an Authentication template:

  1. Go to Tools > Templates.
  2. Click Add New Template.
  3. Enter a Name for the template. Only lower case letters and underscores are allowed in this field. Do not use spaces in the template name.
  4. Select the Channel as WhatsApp.
  5. Select the Authentication template for Category.
  6. Select the WABA ID of the WhatsApp Business Account that you want to associate this template with from the drop-down list.
  7. Select the required Language. The drop-down list contains all the languages that Facebook/WhatsApp supports.
  1. Under Code Delivery Configuration, select one of the two options:
    1. Auto-fill: Selecting this option will ensure that the code is sent to your app when a customer taps the button.
  1. Copy Code: Selecting this option will ensure that the button configured with button text defined by you, allows them to copy and paste the code into your app.
  1. Under Additional Content, optionally configure one or more of the following:
    1. Add security recommendation: Appends the message body with a security recommendation.
    2. Add expiry time for the code: Adds a footer to your message conveying the expiry time.
    3. Lock this template to prevent other users to make changes: Adds selective edit rights to the template.
  2. Click Save.

Please note that you will not be able to Edit a WhatsApp Template after it has been saved (i.e., submitted for approval to WhatsApp). If you want to Lock the template (to stop other users from deleting your template), please use Lock option under the Actions dropdown.