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Whatsapp Templates Guide

Overview WhatsApp templates help teams send structured messages when a conversation requires approved business content. When To Use Templates Use templates for notifications, confirmations, reminders, and follow-up messa...

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Overview

WhatsApp templates help teams send structured messages when a conversation requires approved business content.

When To Use Templates

Use templates for notifications, confirmations, reminders, and follow-up messages that need consistent wording.

  1. Create the message template in the WhatsApp provider dashboard.
  2. Wait for approval before using it in production automations.
  3. Map template variables carefully so customer data appears in the right place.
  4. Test the message with an internal number first.

Review Notes

Keep templates concise and avoid promotional wording unless the template category allows it.