How to add a template for WhatsApp campaigns

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Users who have connected their phone number to the WhatsApp Business API can send campaigns to their audience. Sending campaigns to all of your subscribers is possible with an approved template.

You can only create templates for transactional and triggered campaigns. Templates are designed to inform users of any changes that occur to their orders or account. The text of the message should not contain advertising content or information that the user has not requested. We recommend you take a look at some examples of templates.

In this article, you'll learn how you can create a request to add a message template and send it for WhatsApp moderation.

Go to the Chatbots section and select your WhatsApp chatbot. Go to the Templates tab and click the Add Template button to create a new template.

Alternatively, you can select a sample template and edit it. Select a template with the Example status and click on its name.

Enter a name for the template

Enter a name for the template by which you can easily find the template in your template list. You can use Latin lowercase characters, numbers, and underscores in the name.

Add template content

Enter text for the template. You can insert emoji and variables in the message as {{1}}, {{2}}. When sending a campaign using a template, you can replace the variable numbers with the required variable names.

You can also add an attachment and signature to your template.

Attachment — displayed at the top of the message. You can specify whether to add an image, file, or video to the template. Select the required action from the drop-down list and upload an example of the file.

You can add a picture directly during creating a campaign. Using an image, for example, you can add a company logo or an event banner.

Signature — displayed at the bottom of the message. You can specify additional text for the signature of the message.

Add a button

If you need to add a button, click Add button. You can specify a trigger word in the button text - when the user clicks on the button, a trigger flow will be launched for the specified word.

Also for the button, you can add a link to your website or event.

Select the language and category of the template

Select the template language and category from the drop-down list that matches your template.

The following template categories are available:

Marketing Used to achieve various marketing goals, such as increasing customer reach and sales or retargeting.
Utility Used to process customer requests, such as checking order statuses or changing subscription plans.
Authentication Used to authenticate customers using one-time codes (for example, during two-factor authentication). This type of template is not available in the chatbot template builder and can only be created using the WhatsApp Business manager app.

For more information on WhatsApp chatbot templates, see the official Meta guide.

Submit your template for moderation

After filling out the information, click Save and the template will be sent to Facebook for moderation.

When the template is verified, the status will change from Sent to Confirmed or Declined and you can start sending campaigns with the approved template by the Facebook and WhatsApp team.

If Facebook blocks a template after you use it, the template status will change to Suspended.

Using templates

You can use approved templates when creating campaigns and choose them in the Message element in your flows or when sending messages via API.

To get a structure to send template messages via the following API methods: Send a template message to a specified contact, Send a template message to a contact by a phone number, Send a campaign list by template, go to the Templates tab and next to the required template, click Copy the code. Copy the value from the window that opens and paste it into the template parameter.

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