How to create a message template

Step 1: Go to the create page

Log in to the platform, then go to Settings > Message Templates, select one of the WhatsApp channel, and select Create.

Step 2: Choose how to start

• Create a blank template: Build the content from scratch

• Create from the template library: Start from a system default template and edit it (see the screen for examples)

• Copy an existing template: Copy a template to another WhatsApp Channel for use there. You can still edit the content after copying, then save it to send for a new review.

The steps below use Create a blank template as the example.

Step 3: Fill in the template details

Fill in the following fields in the order they appear on screen:

i. Template is visible to

Choose which group can see this template. The default is "All Groups"

ii. Name

• Made up of lowercase English letters (a–z), numbers (0–9), and underscores (_)

• Up to 512 characters

• Example: intro_message01

• Recommended to keep unique: avoid reusing a name from an existing or deleted template
  
  

iii. Template Type

Determines the format the message is displayed in. There are 4 types:

iv. Category

Determines how WhatsApp reviews this template. There are 3 options:

📌When the template type is set to "Catalog," "Single Product," or "Product Carousel," the category is automatically set to Marketing.

v. Language

Choose the language this template will be written in from the dropdown.

vii. Header

From the dropdown menu, you may choose to have no header, input text, or attach Image, a PDF Document and Video as the message Header.

• When selecting Image, Document or Video as the message Header, you will be required to upload a sample for approval.
  
  

viii. Body

The main message content, up to 1024 characters.

• You can add "Variables" in the format {{number}} (e.g., {{1}}, {{2}}), listed in order

• What variables do: at send time, the system automatically fills in each customer's own data (such as name, order number, or amount), so you don't have to edit the message for every customer by hand.

  • E.g., if the body reads "Hi {{1}}, your order {{2}} has shipped," each customer receives the message with {{1}} and {{2}} automatically replaced with their own name and order number.

• Provide a sample value for every variable, for WhatsApp's review
  
  

ix. Footer

• Supporting text shown below the message body, displayed in italic gray text

• Up to 60 characters

Example: Completed Form

x. Buttons

Buttons are interactive elements that guide the customer toward a specific action. There are 4 types:

Button quantity and combinations:

• When using only one button type:

  • up to 10 Quick Reply buttons, or
  • up to 2 URL buttons (2 static URLs, or 1 static + 1 dynamic URL), or
  • 1 Phone Number button, or
  • 1 Flow button (without other button types)
  
  

• When combining button types:

  • Quick Reply can be combined with URL and/or Phone Number: each URL or Phone Number button added reduces how many Quick Reply buttons you have available

  Buttons	Max URL buttons	Max Phone buttons	Max Quick Replies	Total buttons
  All Quick Replies	0	0	10	10
  Max URLs only	2	0	8	10
  Max Phone only	0	1	9	10
  Mixed combo	2	1	7	10

  
  
  • buttons of the same type must be grouped together in sequence:

  Combination	Status
  Quick Reply + Quick Reply	✅ Valid
  Quick Reply + Quick Reply + URL + Phone Number	✅ Valid
  URL + Phone + Quick Reply + Quick Reply	✅ Valid
  Quick Reply + URL + Quick Reply	❌ Invalid
  URL + Quick Reply + URL	❌ Invalid

📌Display tip: With 3 buttons or fewer, the template displays in full on every device, including WhatsApp desktop. With more than 3 buttons, the message shows the first 2 buttons, and the rest are collapsed into a "See all options" link.

Step 4: Preview the template

The screen shows a Preview of how the message will finally look, so you can check the layout before sending it for review.

Step 5: Save and submit for review

Once every field is filled in, select Save. The template is sent to WhatsApp for review.

Step 6: Check the review status

Select Sync to check the review progress. Review can take up to 24 hours.

Step 7: Use the template

Once the status shows "Approved," the template is ready to use for sending messages or creating a broadcast.

Template Quality Rating

Every approved template carries a quality rating — High, Medium, or Low — based on usage, customer feedback, and engagement. A higher rating means more stable use of the template; if a template keeps receiving negative feedback, its rating can drop and the template may eventually be paused. We recommend checking your templates' quality ratings regularly and adjusting content early to keep the customer experience strong.