How to create a template on WhatsApp?

How to create a template on WhatsApp - briefly?

Creating a template on WhatsApp involves designing a message that can be used repeatedly with slight variations. To do this, use the placeholder format supported by WhatsApp, such as {{1}}, {{2}}, etc., to insert dynamic content like names or dates.

How to create a template on WhatsApp - in detail?

Creating a template on WhatsApp can significantly enhance your messaging efficiency, particularly for businesses or individuals who need to send similar messages frequently. Here’s a step-by-step guide on how to create and use templates effectively:

  1. Understanding Templates:

    WhatsApp Business API allows users to create message templates that can be used for notifications. These templates help maintain consistency in communication and ensure compliance with WhatsApp's policies.

  2. Template Requirements:

    • Placeholders: Templates must include placeholders (like {{1}}) where dynamic content will be inserted.
    • Compliance: Ensure the template adheres to WhatsApp’s Commerce Policy and Business Policy, avoiding promotional or marketing content unless explicitly allowed.

  3. Creating a Template:

    • Log In: Access your WhatsApp Business account via the Facebook Business Manager.
    • Template Setup: Navigate to the "Templates" section within your WhatsApp settings. Here, you can create new templates by clicking on the “Create” button.

  4. Designing the Template:

    • Message Content: Draft your message, ensuring it is concise and informative. Include necessary placeholders where dynamic data (like customer names or order details) will be inserted.
    • Language: Choose the language for your template from the available options.
    • Category: Select an appropriate category for your template (e.g., Appointment, Shipping Update, etc.).

  5. Submitting for Approval:

    • Once you’ve designed your template, submit it for WhatsApp's approval. This step is crucial as WhatsApp reviews each template to ensure it meets their guidelines.
    • Approval Time: The review process can take a few days to a week, depending on the volume of submissions.

  6. Using Approved Templates:

    • After receiving approval, you can start using your template for sending messages. Integrate it with your CRM or messaging platform for seamless communication.
    • Dynamic Content: When sending a message, replace placeholders ({{1}}, {{2}}) with actual data relevant to the recipient.

  7. Monitoring and Compliance:

    • Regularly monitor the usage of your templates to ensure they remain compliant with WhatsApp’s policies.
    • Update your templates as needed to reflect changes in your business operations or policies.

By following these steps, you can effectively create and utilize WhatsApp message templates, enhancing both the efficiency and quality of your communications.