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Messaging & Templates

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WhatsApp Message Templates

Templates are pre-approved messages required for:
  • Starting a new conversation with a contact
  • Messaging contacts who haven’t replied in the last 24 hours
  • Sending broadcasts
Templates must be approved by Meta before use. Approval typically takes 24-48 hours.
If your organization uses WhatsApp Connect (the WhatsApp Web bridge) instead of the official Cloud API, templates work a little differently: a “template” is just a saved message sent as plain text through the linked device, since Connect doesn’t go through Meta’s Template API at all — there’s no approval step for those.

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Creating a Template

  1. Go to Templates → Create Template
  2. Fill in:
  1. Preview the template on the right panel
  2. Click Submit to Meta for approval

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Template Categories

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Template Variables

Templates use numbered variables {{1}}, {{2}}, etc. for personalization. These are substituted at send time. Example template body:
Example substitution:

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Auto-Filled Variables (Variable Bindings)

Instead of typing in a value for {{1}}, {{2}}, etc. every single time you use a template, you can bind each placeholder to a data source once, in the template editor — a contact field (name, first name, phone), a product field (name, price), or any other supported source. From then on, that variable auto-fills:
  • When you broadcast the template, each recipient’s own value is substituted automatically — no manual per-recipient entry.
  • When an automation sends the template, the bound value is pulled from whatever record triggered the automation.
You can still override the value manually for a one-off send from Chat; bindings are a default, not a lock.

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Template Sync from Meta

If you’ve created templates directly in Meta Business Manager:
  1. Go to Templates → Sync from Meta
  2. All approved templates are imported automatically
Or sync an individual template with the Sync button on the template card.

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Rejected Templates

If Meta rejects your template, you’ll see a rejection reason on the template card: Click Edit & Resubmit to fix and resubmit without creating a new template.

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Template Buttons

Templates support up to 3 buttons:

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Template Preview

Use the mobile preview toggle to see how the template will appear on a WhatsApp mobile device before submitting.

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Sending Templates

From Chat:
  1. Open a conversation
  2. If the 24h window is closed, only the template picker appears
  3. Select a template, fill in variables, and send
From Broadcasts: See Broadcasts & Campaigns Via API: