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  • Get started with WhatsTool Business
  • 📌WHATSTOOL BUSINESS
    • Create an account in WhatsTool Business.
    • How to connect your number to WhatsApp API ?
    • WhatsTool Business Demo - Complete Walkthrough
    • Quick Short Videos
  • 📖Meta Guide
    • Q&A Best Practices
      • 1. How to verify facebook business account ?
      • 2. How to see quality score ?
      • 3. How to apply for green tick ?
      • 4. How often phone number status changes ?
      • 5. What are the types of error code for failed message ?
      • 6. How to request review to enable the business manager account ?
      • 7. Template guidelines
      • 8. How to Edit display name and delete the Whatsapp API Number ?
      • 8. How to disable 2FA in the Meta
    • Frequently asked questions
    • Q&A Best Practices
  • 🈁CHATS
    • WhatsTool Business Chats Guide
    • Shared Inbox
    • Reply Box
    • Q&A Best Practices
      • 1. How to initiate a new chat ?
      • 2. How to send a template ?
      • 3. How to send a catalog product ?
      • 4. How to send a quick reply ?
      • 5. How to request payment ?
      • 6. How to add private note ?
      • 7. How to assign label, team member & status in chat ?
      • 8. How to send multiple media in chat ?
      • 9. How to assign labels, custom field & status in bulk ?
      • 10. How to use click to chat ?
    • Efficiently using Chats
  • 📕CONTACTS & CRM
    • WhatsTool Business Contacts guide
    • Features
      • Labels
      • Custom Field
      • Status
      • Quick Reply
    • Q&A Best Practices
      • 1. How to import CSV to add Contacts ?
      • 2. How to add contacts manually ?
      • 3. How to start campaign by selecting contacts ?
      • 4. How to edit the contacts ?
    • Efficiently using Contacts & CRM
    • Frequently asked questions
  • 📣CAMPAIGN
    • WhatsTool Business Campaign guide
    • Broadcasting the message
    • Campaign Analytics
    • Q&A Best Practices
      • 1. How to create a campaign ?
      • 2. How to schedule a campaign ?
      • 3. How to send session message in bulk ?
      • 4. How to retarget the customer using analytics ?
    • Efficiently using the Campaign
    • Frequently asked questions
  • 🤖BOTS
    • WhatsTool Business Bot guide
    • Ask Questions
      • Ask Email
      • Ask Text
      • Ask Date
      • Ask Number
      • Ask Address
      • Ask URL
      • Ask Location
      • Ask Phone
    • Bot Actions
      • Assign Conversation
      • Update Contact Fields
      • Unassign Conversations
      • Update Conversation Fields
    • Set up Default Bot
    • Q&A Best Practices
      • 1. How to create my customise bot message ?
      • 2. How to get the feedback using the bot and retrieve the data in Google sheet ?
    • Efficiently using the Automation
    • Frequently asked questions
  • 🛒COMMERCE
    • WhatsTool Business Commerce guide
    • Connect the Catalog with Meta
    • Q&A Best Practices
      • 1. How to connect my catalogs in WhatsApp API ?
      • 2. How to create a catalogue ?
      • 3. How to add product items to catalogue ?
    • Frequently Asked Questions
    • Efficiently using the Ecommerce
  • 📄TEMPLATES
    • WhatsTool Business Templates guide
    • Q&A Best Practices
      • 1. How to create a template ?
    • Efficiently using Templates
    • Frequently asked questions
  • 🛠️SETTINGS
    • WhatsApp API Number
      • 1. How to update the whatsapp profile ?
    • Manage Team
      • 2. How to add team member in WhatsTool Business ?
      • 3. How to assign team member in assignment rule ?
    • Media Gallery
  • 💰Pricing
    • WhatsApp Conversation Credit (WCC)
    • WhatsTool Platform Pricing
    • Team Member - Add-Ons
  • 🖇️App Integration
    • Google Sheet
    • Zoho CRM
    • Pabbly Integration
    • Razorpay
    • Page
    • Shopify
    • Facebook Ads
  • 👨‍💻API DOCS
  • Miscellaneous
    • WhatsApp Business API - Unsupported Messages
    • Commonly asked questions in support
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  1. TEMPLATES

WhatsTool Business Templates guide

Learn how to create effective WhatsApp message templates for marketing. Follow guidelines, avoid restricted content, and get your templates approved hassle-free.

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Last updated 10 months ago

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WhatsApp marketing uses pre-approved message templates by Meta, including broadcasts, greetings, and ads. Have your most-used messages approved for smooth communication.

Rules for creating WhatsApp templates

For your WhatsApp messages to get approved, follow these simple guidelines:

  1. Template Name: Use only lowercase letters, numbers, and underscores. The name should be relevant to the WhatsApp Message Content.

For Instance: If you are creating a Welcome Message Template, the name should be welcome_message not any random name like jjjhhhh or shopify_template.

  1. Restricted Content: Avoid promoting restricted items like drugs, weapons, etc.

  2. No Sensitive Data: Don't ask for financial or sensitive information.

  3. Variable Format: Use {{variableName}} for variables, and provide samples for clarity.

For example:

{{name}} = John

{{price}} = 138 INR or

{{companyName}} = WhatsTool Business

Once you have created your template you can submit it for approval. It can take up to 24 hours for an approval decision to be made. Once a decision has been made, a tag will appear with your WhatsApp Message Template.

WhatsApp Template Categories

Template messages can be divided into three categories:

  1. UTILITY

  2. MARKETING

  3. AUTHENTICATION

Utility templatesAuthentication templatesMarketing templates

Utility templates are usually triggered by a user action or request. They should include specific details about the current transaction, account, subscription, or interaction. For instance, an order confirmation must have an order number.

Any template containing both utility and marketing content will be considered a marketing template.

WhatsApp templates Status

Once a template message is created and approved, it can have the following statuses:

Template Status
Description

Pending

Your template has been submitted and is awaiting review. Be patient; it's in the queue for the approval process

Submitted

Your template is in the process of being reviewed by WhatsApp/Meta. Wait for approval; the review typically takes around 24 hours.

Recently Approved

Your template has met WhatsApp's guidelines. Wait for the status to change to Approved to share the Template.

Approved

Your template is ready to use. Start sending your approved messages to contacts.

Rejected

Your template didn't meet WhatsApp's guidelines and needs adjustments. Re-create your template as per feedback and resubmit for review.

Error

An issue occurred during the template process; it might be incomplete or incorrect (wrong template category, or invalid link in the CTA). Review the template for errors and resubmit the template if needed.

Template Approval Process

Each template must be reviewed and approved by Meta before being sent to customers. When you send a template approval request, Meta immediately validate its category.

  • If Meta agrees with the category you selected, the template status is set to PENDING; the template will then go through template review.

  • If Meta disagrees with your designation, the template will be created, but its status is set to REJECTED .

We recommend including the allow_category_change to Yes in your template creation request. This will prevent your template from being rejected due to miscategorization and ensure it continues to template review process.

The review process can take up to 24 hours. You can only send templates with an Approved status.

WhatsApp Template Types

You can only send Templates that have Approved status. The following template types can be sent:

  • Text Templates: These are your classic message templates with just words.

  • Media templates: Think of these like flyers or mini-presentations you can send through WhatsApp.

  • Interactive message templates: These templates let users take action within the message, like clicking buttons or making selections.

  • Multi-Product Message templates: Imagine a mini-catalog you can send through WhatsApp to show off different options.

  • Location-based message templates: These templates can include a map or directions, useful if you have a physical store or offer location-based services.

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Learn more.