Templates & approval
Write reusable messages, prepare examples and follow the actual provider approval state.
Build around one clear message purpose. Supply realistic fictional examples for personalisation, choose the appropriate category and inspect the recipient preview.
Choose a template's business purpose
Start with the recipient's expected reason for receiving the message.
Create a valid template name
Use a stable provider-compatible identifier for the message.
Plan template names across a team
Keep the library understandable as message purposes and versions grow.
Write a utility template draft
Keep the draft tied to a specific customer request or transaction.
Write a marketing template draft
Create a clear offer with recognisable business identity and a sensible next step.
Understand authentication templates
Separate verification messages from sales or support copy.
Choose the template language
Prepare the language the audience can understand and the provider will review.
Use numbered variables correctly
Make each placeholder correspond to a clear piece of customer information.
Provide realistic variable examples
Help the reviewer and campaign operator understand the intended substitution.
Choose a safe variable fallback
Keep a personalised message understandable when a contact field is missing.
Preview a fully personalised message
Inspect the message the recipient will see rather than only the template skeleton.
Use a text header thoughtfully
Add a concise header only when it improves recognition or context.
Prepare an image-header template
Match the template's header format to the campaign image workflow.
Match attachments to template capabilities
Check the approved header before choosing campaign media.
Write a useful template footer
Use the footer for concise context that belongs on every message.
Review template buttons
Make each available button's label and destination match the customer's expected action.
Submit a template for provider review
Send a complete draft through the supported submission flow.
Understand template review statuses
Read draft, pending and approved states as different lifecycle stages.
Refresh template status automatically and manually
Use the current provider state when preparing an important campaign.
Investigate a rejected template
Address the stated issue rather than repeatedly submitting unchanged text.
Handle a paused or unavailable template
Stop depending on a message that the provider no longer allows for the intended send.
Keep template categories and campaign purposes aligned
Use a template whose actual message matches the campaign's declared purpose.
Review a shared template library
Make reusable messages discoverable and remove ambiguity about their intended use.
Prepare multilingual template examples
Review language-specific wording and variable behaviour instead of relying on literal substitution.
Retire an obsolete template from operations
Stop selecting outdated wording while preserving the explanation for earlier campaigns.
Relevant public sources
- Meta's official WhatsApp Business Platform API collectionProvider technical reference
- WhatsApp Business Messaging PolicyProvider policy