Templates

The WhatsApp Templates section allows you to create, manage, and track pre-approved message formats used for sending outbound messages via WhatsApp. These templates are required when messaging users beyond the 24-hour customer support window.

Templates Dashboard

This view lists all existing templates in your account along with their status and key details. Each row displays:

• Template Name: The unique identifier for the template.

• Description: An optional internal note.

• Status: Indicates whether the template is Approved, Pending, or rejected.

• Category: Specifies how WhatsApp should interpret the message (e.g., Marketing, Utility).

• Tags: Optional labels for grouping or filtering.

Creating Templates

Creating WhatsApp message templates involves three simple steps to design professional messages that comply with WhatsApp Business requirements.

For detailed information on creating effective WhatsApp templates, refer to the WhatsApp Template Guidelines documentation.

Step 1

Click "Create New Template" and enter template name, select category (Marketing, Utility, Authentication), and add optional description and tags.

Step 2:

Design your message content by adding header text, writing the main message adding footer text, and configuring action buttons, using the live preview to see how it appears on WhatsApp.

Header (Optional)

Bold text, image, video, or document at the top of your message that supports one variable for personalization and is ideal for highlights like "Order Confirmed" or "Account Update".

Main Content (Required)

Primary message body with formatting options (bold, italics, strikethrough, monospace) where you insert variables ({{1}}, {{2}}, etc.) for personalization.

Footer (Optional)

Simple bottom text without variables or formatting that's ideal for disclaimers like "T&Cs apply" or thank you messages.

Buttons (Optional)

Interactive elements including Call-to-Action buttons that open URLs or initiate phone calls (e.g., "Track Order", "Call Now") and Quick Reply buttons that provide predefined response options (e.g., "Yes", "No", "Connect Me").

Step 3:

Preview the complete message layout, review variable placement and button functionality, then click "Save" to submit for Meta approval.

Explore recommended templates that Angoor.ai suggests to help you build effective customer interactions and workflows from Customer Communication Template.

Best Practices

• Keep headers concise and impactful to grab user attention immediately.

• Test variable placement to ensure messages read naturally with dynamic content.

• Review WhatsApp category guidelines to ensure proper classification and approval success.