Create and Manage WhatsApp Template Messages

How to submit a New WhatsApp Template Message?

To submit a new template message in SAMWAD App follow the steps:

1. Open the Template Section in SAMWAD App

Go to “create template” button on the top right corner.

You can also choose a pre-approved Template message and submit it for approval.

There are various details to be added while submitting a new template message from the Template Message dashboard.

As soon as the Template Message is submitted, it directly goes to WhatsApp for approval and the Status of the Message changes to PENDING.

If the Template Message complies with the WhatsApp policies and rules, it gets APPROVED, otherwise it gets REJECTED.

2. Customize the Template Message

Following are the fields and the format of the input text –

1. Template Category

There are various template categories according to the different use cases of WhatsApp Template Messages.

Given the pricing updates coming to WhatsApp API, templates in SAMWAD will now be classified under Utility, Authentication & Marketing.

  1. Utility - Transaction-focused messages used to confirm/ cancel a transaction or a subscription.

  2. Authentication - OTPs & login code messages used to authenticate a user.

  3. Marketing - All messages that relate to a business's products & services (except for transactional messages)

2. Template Language

You can choose the language of your WhatsApp template message from all the global languages and vernacular as well.

For each template message, you can only pick one language.

3. Template Name

Keep the Template Name the SAME as Template Label. Just make a few changes like writing the initial letter Small and replacing the white space with an Underscore. For example, account_update, otp_verification etc.

FORMAT – The template name can only be in lowercase alphanumeric characters and underscores. Special characters and white spaces are not allowed.

4. Template Format

The template format is your WhatsApp template message content. Write down the template message that you want to send to users after getting approved by WhatsApp.

The template message can have various dynamic values that are specific and unique to every user such as Name, OTP Number, Order ID, Payment Links etc.

These dynamic values are depicted by {{1}}, {{2}}, {{3}} and so on and so forth. If there are multiple dynamic values in a template message, it should always start with {{1}}, the next {{2}}, the next {{3}}…{{n}}.

WhatsApp Template Message has the same formatting rules as normal WhatsApp. Here are a few you must know:

  1. If you want to make some text bold - put asterisks (*) at the start and end of the phrase (*Text*).

  2. Underscores for Italics (_Text_).

  3. Tide for Strikethrough (~strikethroughText~)

  4. To make a text evenly spaced or monospaced, place three backticks on both sides of the text (```text```)

6. Add Interactive Actions to make messages more actionable: You can either add "CTAs" or “Quick Replies" to a WhatsApp Template Message.

Call to Actions: There are 3 types of Call-to-Action buttons namely URL, Phone Number and offer code. A template message can have a URL or a Phone Number or a offer code & a Phone Number both as CTA. You cannot have two CTAs of the same type with a template message.

a) URL as Call to Action – After choosing the URL as the action type, you have to write the Button Title that appears as the clickable button and Button Value is the redirection link.

b) Phone Number as Call to Action – After choosing the Phone Number as the action type, you must write the Button Title that appears as the clickable button and the Button Value is the Phone Number.

Note that the Phone Number must be written along with the country code without the plus (+) sign. If the number is submitted without the country code, it violates the format and gets rejected by WhatsApp.

c) Offer Code as Call to Action – After choosing the offer code as the action type, you have to write the offer code that appears as the clickable button.

Quick Replies: These interactive action buttons are the user response buttons. This means if the user clicks on these buttons, the text in the buttons becomes the user’s message.

The WhatsApp template messages with the Quick Reply buttons can be used to get feedback from the customers or to make customers choose between two or more given options.

3. Submit Template/ Save template Message for Approval

4. Sync with WhatsApp to know the approval status

WhatsApp Template Messages typically take 1 minute - to 24 hours to get approved!

After submitting template messages, hit the "sync with WhatsApp" button to update the status of the Template Message after submitting.

If it still doesn't show, refresh the tab once & then check the approval status.

Can I edit any approved WhatsApp Message Templates?

No! Once a WhatsApp Template Message is approved, you can't make changes or edit the Template Message. Only the dynamic values in the Template Message can be edited which is set while submitting it.

Where can I see the list of all my WhatsApp Template Messages?

To view all your Template Messages with their approval status, Go to Manage👉 Template Message.

The list of all your submitted WhatsApp template messages with their status is listed there.

After submitting the template messages, you can also see the Status across these sections – PENDING, APPROVED, ACTION REQUIRED.

There's also a drafts section where all your unsubmitted messages are saved automatically for you to edit later.

By clicking on any of the Template Message rows in the Approved section, you can preview the template message as well. You can also search for any template message by their names & approval status.

How much time does WhatsApp take to approve a template message?

Typically, WhatsApp template messages take 1 minute - 24 hours to get approved. In our experience, we have seen similar time slots for approval for different kinds of messages👇

Media Type TEXT

1 Minute - 24 Hours

Media Type IMAGE

1 Minute - 24 Hours

Media Type FILE

1 Minute - 24 Hours

Media Type VIDEO

1 Minute - 24 Hours

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