Use or edit the pre-made WhatsApp template

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.

Info
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 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.
InfoNote: 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.

Idea
Note: To learn about the available settings, click here.



Notes
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.



Important Notes:

  1. Template Approval is Required: All WhatsApp templates must be approved by Meta before they can be used to send messages to customers.
  2. 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.
  3. Follow WhatsApp Messaging Policies: The template content must comply with WhatsApp Business messaging policies, including avoiding spam, misleading information, or excessive promotional language.
  4. Keep Messages Clear and Concise: WhatsApp messages should be short, clear, and easy to understand to improve customer engagement.
  5. 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.
  6. Ensure Customer Opt-In: You should only send WhatsApp messages to customers who have explicitly opted in to receive WhatsApp communications.
  7. Use Templates for Automation and Campaigns: Once approved, the template can be used in WhatsApp campaigns or automated workflows to send messages to customers.

Next⏭️


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