Create Template

1️⃣ WhatsApp Template Categories (As Per Meta) 

Meta allows only 3 approved categories:

🔹 1. Marketing

Used for:

  • Promotions

  • Offers / Discounts

  • Product announcements

  • Retargeting campaigns

  • Abandoned cart reminders (promotional tone)

Example:

Hi {{1}}, get 20% off on your next order. Use code SAVE20.

⚠ Requires user opt-in. Strict content moderation.


🔹 2. Utility

Used for:

  • Order confirmation

  • Invoice

  • Shipping update

  • Appointment reminder

  • Payment confirmation

  • Account updates

Example:

Hi {{1}}, your order {{2}} has been shipped.

Most commonly approved category.


🔹 3. Authentication

Used only for:

  • OTP

  • Login verification

  • 2FA codes

Example:

Your verification code is {{1}}. It expires in 5 minutes.

⚠ Cannot contain promotional content.

2️⃣ Step-by-Step: How to Create Template (Based on Your Dashboard UI)

 


✅ Step 1: Enter Template Name

  • Use lowercase

  • No spaces (use underscore)

  • Example:

    • order_confirmation

    • otp_verification

    • offer_campaign_jan

Rules:

  • Must be unique

  • Cannot be edited after submission


✅ Step 2: Select Category

Choose one:

  • Marketing

  • Utility

  • Authentication

⚠ Choose carefully — wrong category causes rejection.


✅ Step 3: Select Language

Choose the primary language of your message:

  • English

  • Hindi

  • Spanish

  • etc.

Each language version must be created separately.


✅ Step 4: Select Header Type

Options:

Header TypeUsage
NoneNo header
TextShort bold title
ImageBanner image
VideoPromotional video
DocumentPDF invoice, etc

Examples:

Text Header

Order Update

Image Header
Used for marketing promotions.

⚠ Media headers require sample media during approval.


✅ Step 5: Write Message Body (Required)

Use variables like:

  • {{1}}

  • {{2}}

  • {{name}} (if supported in your system)

Example (Utility):

 
Hi {{1}},
Your order {{2}} worth ₹{{3}} has been confirmed.

Important Rules:

  • Variables must be sequential ({{1}}, {{2}})

  • Do not skip numbers

  • Do not use too many variables unnecessarily

  • No URLs in authentication templates


✅ Step 6: Add Footer (Optional)

Short disclaimer or brand name.

Example:

Thank you for shopping with us.

Limit: 60 characters.


✅ Step 7: Add Buttons (Optional)

Click “Add Button”.

Types:

🔹 Quick Reply

  • Confirm

  • Cancel

  • Yes / No

🔹 Call To Action

  • Visit Website

  • Call Phone Number

Example:

  • Button 1: Track Order

  • Button 2: Visit Store

⚠ Authentication templates have limited button options.


✅ Step 8: Click “Create Template”

After submission:

  • Status: Pending

  • Reviewed by Meta

  • Approval time: Few minutes to 24 hours

You must wait for approval before sending.

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