How to create a WhatsApp Template?

Creating WhatsApp Templates

WhatsApp templates in Stack are essential for sending outbound messages. These templates can be customized and categorized for various use cases.

Step 1: Navigate to Template Settings

1. Go to: Account → Settings → WhatsApp → Template tab.
2. Click Create Template.

Step 2: Fill In Template Details

• Template Name: Use only lowercase characters and no spaces.
• Category: Choose from:
  • Marketing: For promotional content.
  • Utility: For transactional or service-related messages.
• Language: Select the language for the message.
• Header (Optional): Can be static or include one custom variable (e.g., {{1}}).

Step 3: Add Body and Footer

• Body: The main message. Use Add Variable to insert placeholders like {{1}}, {{2}}, etc.
• Footer (Optional): A static message at the bottom of your template.

Note: You must fill in sample values for each variable, as required by Meta for review and approval.

Step 4: Review & Submit

Review your completed template and click Create. The system will automatically submit it to Meta for approval.

Step 5: Track Template Status

• Pending: Awaiting Meta’s approval.
• Approved: Ready for use.
• Rejected: Needs editing and resubmission.

Setting Up an Interactive WhatsApp Template

Step 1: Add Buttons

1. Go to Settings > WhatsApp > Templates.
2. Click Create Template and add a button.

Step 2: Choose CTA Button Types

• Quick Reply: Allows users to respond with predefined options.
• Visit Website: Directs users to your website.
• Personalized Website Link: Customizes links for each user.
• Call Phone Number: Enables direct calls from the message.
• Copy Offer Code: Allows easy copying of promotional codes.
• Marketing Opt-Out: Provides an opt-out option for marketing messages.

Setting Up Trigger Links

Step 1: Create Trigger Links

1. Go to Marketing > Trigger Links > Add Link.
2. Insert it into your template using the Add Variable option in the body text.

What’s Next?

Once your templates are approved, you can start sending them through:

• Manual messages in Conversations
• Workflows or Automations
• Review Requests or Marketing Campaigns

Ensure your number is fully onboarded and your template categories are compliant before launching.

Frequently Asked Questions

1. How do I add custom variables in a WhatsApp Template?

   • Click on Add Variable under the Header or Body section.
   • Choose a system field like contact name, phone, etc.
   • Provide a sample value for each variable (e.g., {{1}} → “John Doe”).

2. What are the WhatsApp Template categories?

   • Marketing: Promotions, offers, announcements.
   • Utility: Transactional messages like order updates.
   • Authentication: For OTPs or secure logins.

3. How can I edit or resubmit a rejected template?

   • Navigate to Settings → WhatsApp → Templates.
   • Click the accordion icon next to the rejected template.
   • Click Edit Template, make changes, and click Create to resubmit.

4. Can I use media in WhatsApp templates?

   • Yes, you can include images, videos, documents, and locations.

5. What types of CTA buttons can I add?

   • Options include Quick Reply, Visit Website, Personalized Website Link, Call Phone Number, Copy Offer Code, and Marketing Opt-Out.

6. What is a trigger link?

   • Trigger links allow you to track engagement and set automation rules based on clicks. Add them via Marketing → Trigger Links and insert them into your template.

7. What happens after my templates are approved?

   • Start sending them through various Stack features like Conversations, Workflows, and Campaigns.