Use or edit the pre-made WhatsApp template
Introduction
Using pre-made WhatsApp templates is a simple and efficient way to send messages to your customers while ensuring consistency and compliance. Instead of creating every message from scratch, you can use ready-made templates and customize them according to your campaign needs. This helps save time, maintain a professional tone, and streamline your communication process. In this article, we will guide you on how to use or edit the pre-made WhatsApp templates to better suit your messaging requirements.
Note: To learn how to create a custom template, click here.
Here are the steps to use or edit the pre-made WhatsApp template:
Step 1: Go to WhatsApp>> WhatsApp marketing >> Template
Step 2: Go to the tab based on the template category you want to select, and click the copy icon for the template you would like to use. For example, I am using the welcome_template.
Step 3: Enter the name of the template and click on the Copy button.
Note: The name of the copied template will not be the same. For example, if I copy Welcome_template, the new template will have a different name.Step 4: Customize the template according to your needs and click on Send and ask for approval.
Note: To learn about the available settings, click here.
Note: Once you click Save and request approval, it may take 3–5 minutes to get approved by Meta.
Once the template is approved, you can use it in a WhatsApp workflow or a campaign.
Note: You can also test the WhatsApp template by sending the test WhatsApp messages. To learn more, click here.
To edit the template, you can check the article -- Click here.
Important Notes:
- Template Approval is Required: All WhatsApp templates must be approved by Meta before they can be used to send messages to customers.
- Use Correct Variables: Ensure that all dynamic variables (such as customer name, discount code, or links) are correctly mapped so the message displays accurate information to customers.
- Follow WhatsApp Messaging Policies: The template content must comply with WhatsApp Business messaging policies, including avoiding spam, misleading information, or excessive promotional language.
- Keep Messages Clear and Concise: WhatsApp messages should be short, clear, and easy to understand to improve customer engagement.
- Test the Template Before Using It in Campaigns: After the template is approved, it is recommended to test the message using a workflow or internal number before sending it to a large audience.
- Ensure Customer Opt-In: You should only send WhatsApp messages to customers who have explicitly opted in to receive WhatsApp communications.
- Use Templates for Automation and Campaigns: Once approved, the template can be used in WhatsApp campaigns or automated workflows to send messages to customers.