Creating & Getting Templates Approved

Building a Template

Go to WhatsApp > Templates → Create.

Template Structure

• Header (optional) – text, image, or document.
• Body – the main message text, with placeholders for dynamic content (customer name, order number, amount due).
• Footer (optional) – small print, e.g. "Reply STOP to opt out."
• Buttons (optional) – quick-reply buttons or call-to-action links (call a number, visit a URL).

Dynamic Variables

Map each placeholder in the body/header to an actual field on the record the template will be used with (e.g. {{1}} → the invoice's Customer Name, {{2}} → Amount Due) so every sent message is personalised automatically, not copy-pasted per customer.

Approval Status

Every new/edited template must be submitted to and approved by Meta before it can be used to start a conversation:

• Draft → Pending (submitted, awaiting review) → Approved (usable) or Rejected (needs revision, most often for promotional-sounding wording without a real transactional purpose).
• An approved template can later be Paused or Disabled by Meta if quality feedback drops (e.g. too many recipients blocking/reporting it) — watch the Quality rating and adjust wording/targeting if it declines.

Approval typically takes minutes to a day; plan ahead rather than creating a template the same day you need to send it.