When do you need a template?
Template categories
Utility
Transactional and service-related messages. Use for: Order confirmations, shipping updates, appointment reminders, account notifications, payment receipts. Approval time: Usually minutes to a few hours.Marketing
Promotional and sales-related messages. Use for: Promotional offers, product announcements, newsletters, sales campaigns, re-engagement messages. Approval time: Hours to 24 hours. Stricter review than Utility.Authentication
Verification and security messages. Use for: One-time passwords (OTP), verification codes, login confirmations, security alerts. Approval time: Standard review.Voice Call Request
Special templates that request permission to contact the customer via a WhatsApp voice call. Use for: Requesting customer consent before making a WhatsApp voice call. Approval time: Usually instant when using the standard format.Creating a template
1
Navigate to templates
Go to WhatsApp Senders → select your sender → Templates tab, or navigate directly to WhatsApp Templates. Click Create Template.
2
Configure basic settings
3
Write the template content
Templates can include the following components:Header (optional)Footer (optional)
A short line at the bottom, up to 60 characters. Commonly used for opt-out instructions or disclaimers.Buttons (optional)
- Text header: short headline up to 60 characters
- Media header: image, video, or document (coming soon)
You must provide sample values for each placeholder when creating the template. Realistic samples help Meta understand the template’s purpose and are required for approval.
- Quick Reply — Pre-defined response options (e.g., “Confirm”, “Cancel”)
- Call to Action — Link to a website or phone number
- Voice Call Request — Button to request permission for a voice call
4
Submit for approval
- Review your template content.
- Click Submit for Approval.
- The template status changes to “Pending Approval”.
- Wait for Meta’s review — this typically takes minutes for Utility and up to 24 hours for Marketing.
Approval process
Template statuses
Common rejection reasons
Promotional content in a Utility template
Promotional content in a Utility template
Problem: Including discounts, offers, or marketing language in a Utility template.Fix: Move promotional content to a Marketing template.
Missing or unclear variable samples
Missing or unclear variable samples
Problem: Placeholder variables like
{{1}} without realistic sample values.Fix: Provide samples that clearly show the variable’s purpose:{{1}}→"John Smith"{{2}}→"#ORD-12345"
"test" or "value".Aggressive or threatening language
Aggressive or threatening language
Problem: Content that could be perceived as harassment, spam, or pressure tactics.Fix: Use professional, helpful language focused on value to the customer.
URL shorteners
URL shorteners
Problem: Links using bit.ly, tinyurl, or other URL shorteners.Fix: Use full, branded URLs from your own domain.
Wrong category
Wrong category
Problem: Selecting a category that doesn’t match the content type.Fix: Match the category strictly to the content’s purpose.
Restricted content
Restricted content
Problem: Templates about alcohol, gambling, adult content, political messaging, or illegal activities.Fix: These are not permitted. Review Meta’s commerce policies before creating templates in sensitive areas.
Using approved templates
Sending template messages
Once a template is approved, send it in two ways:- Via the automation platform — Use the “Send WhatsApp Template” action in an automation flow.
- Via API — Call the send endpoint with the template ID and variable values.
Variable replacement
Map your data to the template’s numbered placeholders at send time: Template body:Editing templates
Best practices
- Name templates clearly — Use names like
appointment_reminderororder_shipped_v2, nottemplate1. - Keep messages concise — WhatsApp users expect short, direct messages with a clear call to action.
- Add interactive buttons — Quick Reply and Call-to-Action buttons (“Track Order”, “Confirm Appointment”) make it easier for customers to respond.
- Test before bulk sending — Always test a template with a single recipient before sending to a large audience.
- Create templates early — Approval can take up to 24 hours. Submit templates before you need them.
- Have backup templates — Create multiple versions of important templates so you have alternatives if one is rejected or disabled.
Next steps
- Set up automation flows to send templates automatically
- Review conversation history to see templates in action
- Configure your WhatsApp sender to connect a number