When to use
- Start a conversation or resume contact after more than 24 hours without a reply from the customer on WhatsApp.
- Send the same personalized message to many contacts in Bulk Message Sends.
- Standardize recurring emails, such as reminders and reports.
Outside the 24-hour window, the Official WhatsApp only allows sending approved templates. Inside the window, you chat freely through the Chat.
Where they are
In the menu, go to Registrations → Templates and open Message Templates. This area brings together both channels, identified in the Channel column as WhatsApp or Email.Two types of template
Create a WhatsApp template
1
New template
In Message Templates, click Create.
2
Choose the integration
In Integration, select the WhatsApp integration. The choice cannot be changed after saving.
3
Define category and language
In the Content (WhatsApp) tab, choose the Category (Marketing, Utility or Authentication) and the Template Language.
4
Write the message
Fill in the Internal Title / Identification and the Message Body. Use the Quick Variables selector to insert variables. The Signature / Footer accepts up to 60 characters.
5
Add header and buttons (optional)
In Interactive and Multimedia Components, choose the Header Type (No Media, Text, Image, Document / PDF or Video) and up to 3 buttons: Quick Reply, Visit Website or Call Phone. The button text has up to 25 characters.
6
Save and submit for approval
Save the template. In the list, open the actions menu and click Send for Approval. Then use Sync Status to see Meta’s response.
Approval status
WhatsApp text rules
- Do not use bold with double asterisks (
**text**). Meta accepts italic, underline and strikethrough. - The message cannot start or end with a variable.
- Variables are automatically converted to Meta’s numbered format when saving and sending.
Import already approved templates
If your company already has templates created in the Meta panel, use Import from WhatsApp at the top of the list, choose the integration and click Import. Notfy shows how many were created, updated and ignored. Sync Status at the top updates the status of existing templates.Create an email template
Choose an email integration in Integration and fill in the Content (Email) tab:- Internal Title: identification for the team; it does not appear in the email.
- Email Subject: accepts variables.
- Additional Recipients: CC (visible) and BCC (hidden), with several emails separated by commas.
- Email Body: use the visual editor or turn on Code Mode (Custom HTML). The Preview tab shows the result. When switching modes, the content is not converted automatically.
Variables
Variables are replaced by the actual data at the time of sending.My template was Rejected. What should I do?
My template was Rejected. What should I do?
Review the text according to the rules above, edit the template and click Send for Approval again.
Where do I use the templates?
Where do I use the templates?
In Bulk Message Sends, in follow-up cadences and in automatic reminders. See Send lists.
Official WhatsApp
Connect the number that will send the templates.
Send lists
Use templates in bulk sends.