Templates

A template is a message WhatsApp approved before you send it. Every conversation you start needs one: every broadcast to customers outside the 24-hour window, and every Ecomm+ message such as a cart reminder or a shipping update.

You write a template once, and use it as many times as you like. The parts that change per customer, such as their name or order number, are variables filled in when you send.

flowchart LR
    W["Write it"] --> S["Submit"]
    S --> P["PENDING"]
    P --> A["APPROVED"]
    P --> R["REJECTED"]
    R --> W
    A --> U["Use it in broadcasts, Ecomm+ and flows"]

Pages in this section

Create a template

Write a template, submit it, and follow it through review. See Create a template.

Template fields

Every field on the form, what it takes, and how to fill it well. See Template fields.

Why templates get rejected

The mistakes that get templates refused, and how to avoid each one. See Why templates get rejected.

Template types

Text, media, carousels and limited-time offers, and when each one works best. See Template types.

The templates most stores need

You do not need dozens. A store can run well on about ten, and the first five cover nearly everything you will send in your first month.

TemplateCategoryTypeButtonsSent by
WelcomeMarketingTEXT or IMAGEURL: your best-sellersBroadcast
New arrivalMarketingIMAGEURL: the productBroadcast
Sale or festive offerMarketingLimited-time offer or IMAGECopy code and URLBroadcast
Restock alertMarketingIMAGEURL: the productBroadcast
Abandoned cartMarketingTEXT or IMAGEURL ending in a variable: their checkoutEcomm+
COD confirmationUtilityTEXTQuick replies: confirm and cancelEcomm+
Order confirmedUtilityTEXTNoneEcomm+
Order shippedUtilityTEXTURL ending in a variable: trackingEcomm+
Collection showcaseMarketingCarouselURL on each cardBroadcast
Feedback requestMarketingTEXTQuick replies: a ratingEcomm+

Start with Welcome, New arrival, Abandoned cart, Order confirmed and Order shipped. The order messages matter first, because customers expect them the moment they pay.

Write templates to last

A template cannot be edited once approved. Every change means a new template, a new review, and a wait. So the templates worth having are the ones you can reuse.

Put what changes in variables. "New in this week: {{1}}" can announce a different product every week. "New in: the linen summer shirt" can announce one product once.

Keep dates and prices out of the fixed text. A template saying "Sale ends 31 October" is useless on 1 November. Make the date a variable.

One purpose per template. A template that confirms an order and also advertises a sale confuses customers, and WhatsApp approves it as Marketing, which costs more and stops it reaching customers who opted out. See Template fields.


Did this page help you?