WhatsApp Templates

Creating templates to be used in your WhatsApp communications is a very important aspect of your use of WhatsApp as an engagement channel.

Unlike the other channels available in the platform, where your creativity can run loose as to how to create your templates, for the case of WhatsApp, there are guidelines that have been created by Metaverse, that must be followed to ensure a smooth and continuous operation of you WhatsApp account.

As these guidelines evolve with time, expanding the capabilities offered into areas that were previously restricted, a thorough understanding of the dos and don’ts of the use of your WhatsApp account as one of the tools of your business communication portfolio is a must. Keep updated on WhatsApp Business Policy and and WhatsApp Commerce Policy in detail by clicking here.

WhatsApp started with a single type of template used for transactional exchanges which were focused in addressing customer service issues. In this new release, we have included all the categories supported by WhatsApp.

As before, there are some basic but important rules that must be followed.

User consent. Opt-in needs to be explicit, via a defined process that clearly states the purpose of the communications that will be delivered. On the flip side, opting out needs to be just as clearly stated. The goal is to make the process for the users as transparent as possible.

Obtain an opt-in for each different categories of messages that you will send (E.g., order updates, relevant offers, product recommendations, etc.)

The underlying reason that WhatsApp is seeking, is to ensure that all exchanges with customers fulfill three basic elements and need to be,

• Expected. As customers have opted in to receive information from your business over WhatsApp, they will not be not surprised when they receive your messages.
• Relevant. Personalized messages to a specific person based on recent engagement with the business, pertinent and concise, with necessary information, and outline clearly, the steps needed to be taken.
• Timely: Messages are received when they are relevant.

Keep in mind that as you create templates, all of them will be vetted for compliance with Metaverse policies and undergo an approval process. Any changes will require the same approval process before it can be used.

Before you begin

You must

• Generate a Facebook Business Manager ID
• Create a WhatsApp Business Account ID (WABA)

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WhatsApp Template Status

Once the WhatsApp has been created, META will assign a quality status to the WhatsApp template, to know more about these status we recommend you go to the WhatsApp Template Quality Status section.

Creating a WhatsApp Message Template

The steps to create a WhatsApp template are the following:

1. Select +New Template, located at the top of the Templates section.

2. In the popup window that follows, select the WhatsApp option.

3. The platform will display another popup with a list of previously existing templates along with their status (Approved, Rejected, Pending). You can start from a blank template.

If you select Create Blank Template you will be defining every aspect of the template. In either case, you will be taken to the Create a new WhatsApp template section, where you will have to configure all parameters of the template, for the Blank template case.

The template creation section consists of two steps

• Metadata: This section allows users to set the metadata for a WhatsApp template, including selecting the category (Authentication, Marketing, or Utility), assigning a template name, and choosing the languages for the message template.
• Personalize: This section allows users to customize the WhatsApp message template by adding a header, body text, footer, and optional buttons. Users can input the message content for each language selected, add variables for dynamic text, and preview the message appearance on both iPhone and Android devices.