Metadata section
Configure the Metadata section for WhatsApp message templates by selecting a category, entering a name, and choosing languages.
Configure the Metadata section by selecting a WhatsApp message template category, entering a valid template name, and choosing one or more languages.
Complete the Metadata section
- Select the category that matches the purpose of the message template.
- Enter a template name that follows the required naming rules.
- Choose each language you want to submit for approval.
Select a category
WhatsApp supports three standard message template categories: Authentication, Marketing, and Utility.
The category identifies the purpose of the message template during WhatsApp's approval process. The template content and selected category must align with the intended purpose.
Category guidelines define how message templates are classified on the platform. Each category includes details about the message objective, business goal, and example message templates.
Marketing message templates
Marketing message templates offer the greatest flexibility. Use them for goals such as increasing awareness or boosting sales.
NOTEExamples are illustrative only. Message templates that contain similar content, or match the example text below, may be categorized differently based on the exact content.
| Message Objective | Business Goal | Example Message Templates |
|---|---|---|
| Awareness | Generate awareness of your business, products, or services among customers who have subscribed to receive messages from your business on WhatsApp. | "Did you know? We installed a new tower in your area so you can enjoy a better network experience." "EliPackage is around the corner! Join us on January 4 to celebrate with friends and family." "Looking for a getaway this fall? Our newest resort just opened in San Francisco: the perfect place to relax and unwind." |
| Sales | Send general promotional offers to customers related to sales events, coupons, or other content intended to drive sales. | "As a thank you for your last order, please enjoy 15% off your next order. Use code ELIPACKAGE15 at checkout." "Refer → save! Use code FRIENDS so you both earn $15 off your next order." "Upgrade to our Premium cabin to enjoy more benefits, like additional legroom and priority boarding." |
| Build Customer Relationships | Strengthen customer relationships through personalized messages or by prompting new conversations. | "Did you think we'd forget? No way! Happy birthday! We wish you the best in the year ahead." "As we approach the end of the year, we reflect on what drives us: You. Thank you for being a valued customer. We look forward to continuing to serve you." "Hello, I am the new virtual assistant. I can help you discover products or provide support. Please reach out if I can help!" |
Utility message templates
Utility message templates typically follow a user's action or request. They must clearly reference the specific transaction, account, subscription, or interaction they apply to.
For example, an order confirmation should include the corresponding order number.
NOTEExamples are illustrative only. Message templates that contain similar content, or match the example text below, may be categorized differently based on the exact content.
| Message Objective | Business Goal | Example Message Templates |
|---|---|---|
| Opt-In Management on WhatsApp | Confirm opt-in (consent management) for receiving messages on WhatsApp as a follow-up to opt-in collected through other channels, such as a website or email. You can also confirm opt-out. | "Thanks for confirming opt-in! You're in. You'll now receive notifications via WhatsApp." "Thank you for confirming your opt-out preference. You will no longer receive messages from us on WhatsApp." |
| Order Management | Confirm, update, or cancel an order or transaction with a customer using specific order or transaction details in the body of your message. | "Thank you! Your order is confirmed. We will let you know once your package is on its way." "Hooray! Your package from the order is on its way." "Unfortunately, one item from your order is back-ordered. We will follow up with an estimated ship date." |
| Feedback Surveys | Collect feedback on previous orders, interactions, or ongoing relationships with customers. These messages should not request feedback related to potential upsell or cross-sell opportunities. | "We have delivered your order {{ordernumber}}! Please let us know if there was any issue by reaching out here: {{link}}." "Your feedback ensures we continually improve. Please click here {{linkreview}} to share your thoughts on your recent visit at our {{linkstore}} location. Thank you in advance!" |
For Authentication message templates, see Personalize Authentication Message Template.
Enter a template name
The message template name identifies the template in the Message Templates section. Names can include up to 250 characters and must use only lowercase letters, numbers, and underscores.
Choose languages
Select the message languages from the dropdown menu. Available languages include English, Spanish, and Portuguese for Brazil and Portugal.
You can choose any combination of languages for your message template. Each language goes through approval separately.
Message templates with multiple languages appear as a single entry in the Message Templates section. Each language and its approval status are shown together.
The approval status is color-coded. Each color indicates the language it applies to.
For the next configuration step, see Personalize.
Updated 9 days ago