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WHATSAPP GUIDE

Message templates

Create, review, and preview reusable WhatsApp message templates.

Before you begin

Complete the WhatsApp Business connection in onboarding before sending or scheduling WhatsApp messages.

Steps

  1. 1

    Open Templates

    In the sidebar, open WhatsApp → Templates. My Templates shows saved templates and their current status.

    Open Templates ↗
    Review the template list and status before creating a new one.
    WhatsApp Templates page with template list and New Template button

    Review the template list and status before creating a new one.

  2. 2

    Create a template

    Select + New Template. Give the template a name, choose its category and language, and write the message body. Add a header or variables when needed.

    The New Template form supports text, media, and variables.
    New Template form with name, category, language, trigger, header, and message body

    The New Template form supports text, media, and variables.

  3. 3

    Preview the message

    Use Tap to preview on a saved template to inspect how its text and buttons appear in WhatsApp.

    Check the rendered message before using the template.
    WhatsApp-style preview of a saved template

    Check the rendered message before using the template.