Create a template

Templates are a structured form of messages that you send to your customers after receiving approval from Meta. So, how do we create them?

Marketing Custom Template

1. Navigate to the Dashboard -> WhatsApp -> Templates.

2. Click on “Create Template”.

3. Choose the category as Marketing -> Custom.

4. Click on Continue.

5. Name the template and choose the language.

6. Select your desired header type (optional):

   1. The header can be set to 'None'.

   2. If 'Text' is selected as the header, enter the desired text message.

   3. If 'Image', 'Video', 'Document', or 'Location' is selected as the header, you will have the option to upload the corresponding file.

7. Compose a message in the body.

8. Add a message in footer (optional).

9. Add buttons (optional):

   1. You can add up to 10 buttons, with a maximum of 2 website buttons and 1 call phone number button.

10. Click on “Submit”.

11. A notification will be shown saying the Template message sent successfully.

12. Click on sync template after 5-10 minutes to check the status of the template.

Marketing Catalogue Template

1. Navigate to the Dashboard -> WhatsApp -> Templates.

2. Click on “Create Template”.

3. Choose the category as Marketing -> Catalogue.

4. Click on Continue.

5. Name the template and choose the language.

6. Choose a Catalogue format:

   1. Catalogue message – Displays the entire product catalogue.

   2. Multi-Product Message - Showcases up to 30 selected products from the catalogue.

7. Compose a message in the body.

8. Add a message in footer (optional).

9. “View Catalogue” is the only button supported for this template.

10. Click on "Submit".

11. A notification will be shown saying the Template message sent successfully.

12. Click on sync template after 5-10 minutes to check the status of the template.

Utility Custom Template

1. Navigate to the Dashboard -> WhatsApp -> Templates.

2. Click on “Create Template”.

3. Choose the category as Utility -> Custom.

4. Click on Continue.

5. Name the template and choose the language.

6. Select your desired header type (optional):

   1. The header can be set to 'None'.

   2. If 'Text' is selected as the header, enter the desired text message.

   3. If 'Image', 'Video', 'Document', or 'Location' is selected as the header, you will have the option to upload the corresponding file.

7. Compose a message in the body.

8. Add a message in footer (optional).

9. Add buttons (optional):

   1. You can add up to 10 buttons, with a maximum of 2 website buttons and 1 call phone number button.

10. Click on "Submit".

11. A notification will be shown saying the Template message sent successfully.

12. Click on sync template after 5-10 minutes to check the status of the template.

Authentication Template

1. Navigate to the Dashboard -> WhatsApp -> Templates.

2. Click on “Create Template.

3. Choose the category as Authentication.

4. Click on Continue.

5. Name the template and choose the language.

6. Select “Copy Code” under Code delivery setup.

7. Content for authentication message can’t be templates:

   1. Additional content can be selected from the given option

8. Only one button is available for this particular template:

   1. Button text is customisable.

9. Click on "Submit.

10. A notification will be shown saying the Template message sent successfully.

11. Click on sync template after 5-10 minutes to check the status of the template.