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Templates

Quick Overview

Templates are pre-approved message structures that you send to customers over WhatsApp. This section explains which channels support templates, how the official and unofficial WhatsApp connections differ, and where to create, manage and send a template.

Connected channels showing the Manage templates button on the WhatsApp connections

What a Template Is​

A template holds the fixed parts of a message, which are the header, body, footer and buttons, plus the variables that change for each customer. A variable is written as {{1}}, {{2}} and so on, and the person sending the message fills in the value before the message goes out.

Every template belongs to one WhatsApp connection. The template list, the 24-hour sending window and the message history all follow the connection you picked when you created the template.

Templates cover three categories:

  • Marketing: promotions, offers, coupons, newsletters and announcements.
  • Utility: order confirmations, receipts, account updates, reminders and billing notices.
  • Authentication: one-time passwords, account recovery codes and account verification.
note

The template setup screen marks Authentication as Coming Soon. Choose Marketing or Utility until the category opens.

Templates Are WhatsApp Only​

WaaPY sends templates over WhatsApp, and it supports both WhatsApp connection types: the official WhatsApp connection and the unofficial WhatsApp connection. Other channels have no templates, so the Manage templates button never appears on a Telegram, Messenger, Instagram or LINE connection.

ConnectionTemplates
WhatsApp, official through MetaSupported
WhatsApp Unofficial, through a WhatsApp Web gatewaySupported
Telegram, Messenger, Instagram, LINENot supported

Official and Unofficial WhatsApp at a Glance​

Both connection types share the same template list and the same two-step creation flow. They differ in how a template is approved and in what you can build.

Official (WhatsApp)Unofficial (WhatsApp)
ApprovalMeta reviews the template before it can sendApproved on creation, no review
Main buttonSubmit to ReviewCreate Template
Sync from MetaSync Templates pulls your approved templatesNot available
ButtonsQuick Reply and Visit WebsiteNot available
Template typeDefault or Call permission requestDefault only
Spintext such as {{hi|hello|hey}}Not availableAvailable
Editing after approvalName, language and category are lockedFree to edit

Read Official (WhatsApp) and Unofficial (WhatsApp) for the full behaviour of each connection type.

Templates and the Other Messaging Tools​

  • Quick replies: a Quick Reply is a free-form message that staff type into the chat. A template is a pre-approved structure, and Meta requires one once the 24-hour customer window has closed.
  • Blast campaigns: a Blast Campaign sends an approved template to a list of contacts in bulk.
  • Automations: an automation action sends plain text. It does not pick a template.

Where to Start​

  1. Open Templates in the sidebar.
  2. Pick the WhatsApp connection the template belongs to.
  3. Create the template in two steps: the setup step, then the template details.

Continue with Managing Templates, or go straight to Creating a Template.