How to create a template in WhatsApp Business?

How to create a template in WhatsApp Business - briefly?

To create a template in WhatsApp Business, you need to follow these steps:

1. Open the WhatsApp Business app on your device.
2. Go to the Settings menu and select "Templates" or "Message Templates," then click on "Create New Template."

How to create a template in WhatsApp Business - in detail?

Creating templates in WhatsApp Business is an essential feature for organizations looking to streamline their communication and enhance customer engagement. Templates allow businesses to send pre-approved messages to customers, ensuring consistency and efficiency in communication. Below is a detailed guide on how to create a template in WhatsApp Business:

1. Understanding Template Messages:

   Template messages are pre-approved messages that you can use for one-way communication with your customers. These templates must comply with WhatsApp's Commerce and Business Policy, which includes guidelines on the content of the message, such as avoiding promotional or marketing language unless explicitly allowed.

2. Accessing WhatsApp Business API:

   To create a template, you need access to the WhatsApp Business API. This typically involves working with a WhatsApp Business Solution Provider who can help set up and manage your API credentials. Once you have access, you'll be able to use the API to send messages and manage templates.

3. Creating a Template Message:

   • Log in to Your Account: Access your WhatsApp Business account through the WhatsApp Business Solution Provider’s platform or directly via the WhatsApp Business API dashboard.
   • Navigate to Templates Section: Look for an option labeled "Templates" or "Message Templates." This section is where you can create, manage, and view all your pre-approved templates.
   • Select 'Create New Template': Choose the option to create a new template message.

4. Composing the Message:

   • Name Your Template: Provide a clear and descriptive name for your template. This will help you identify it later when selecting messages to send.
   • Enter Message Content: Compose your message, ensuring that it adheres to WhatsApp’s guidelines. Avoid using promotional language unless your business is approved for promotional messaging.
   • Use Placeholders: Incorporate placeholders for dynamic content such as customer names or order details. These placeholders will be replaced with actual data when the message is sent.

5. Submitting the Template for Approval:

   • Review Your Message: Double-check your template to ensure it meets WhatsApp’s policies and your business needs.
   • Submit for Approval: Once satisfied with your template, submit it for approval. The approval process can take up to 24 hours, depending on the volume of submissions.

6. Managing Approved Templates:

   • View Status: Check the status of your submitted templates in the "Templates" section. Approved templates will be listed and ready for use.
   • Edit or Delete: If necessary, you can edit approved templates to make changes or delete them if they are no longer needed.

7. Sending Template Messages:

   • Select Recipients: Choose the contacts or customers you want to send your template message to.
   • Personalize with Data: Replace placeholders in your template with actual customer data, such as names and order numbers.
   • Send Message: Use the API to send the personalized template message to your selected recipients.

By following these steps, businesses can effectively create and manage template messages in WhatsApp Business, ensuring that their communication with customers is efficient, consistent, and compliant with WhatsApp’s policies.