Create WhatsApp Message Templates

WhatsApp Message Templates offer a powerful way for businesses to streamline communication and engage with their audience effectively. In this step-by-step guide, we'll walk you through the process of creating message templates for your WhatsApp business account, catering to various categories such as marketing, utility, authentication, and syncing your message templates in Boxly.

Here are the key steps to add a message template to the WhatsApp Business app:

1. Log in to the Meta for Developers

2. Select the App that you created for WhatsApp

   

3. Select "WhatsApp Manager" from the top menu

   

4. Under Account tools select "Message Template"

   

5. Click "Create template"

   

6. Select the category - In most cases, it will be Marketing (Custom)

   

7. Give your Template a name and choose a language

   

8. Enter the template content:

   • Header (optional)

   • Main text in "Body" including variables

   • Footer (Optional)

   

9. Add Template Variables:
   Personalise messages easily with dynamic fields:

   • {{first_name}}

   • {{last_name}}

   • {{business_name}}

   • {{phone}}

   • {{email}}
     
     These variables automatically pull data from the lead contact card, making your WhatsApp messages more engaging and efficient.

   

10. Add call-to-action buttons by clicking on the drop-down and select "Custom"

    

11. Click "Send" to submit the template for review

Once reviewed, the template will be available for use within Boxly.

Please Note: Templates are reviewed by Meta before use to ensure policy compliance

Syncing your WhatsApp Message Templates in Boxly

To Sync your WhatsApp Message Templates once you've created them in Meta:

Go to Channels
In your existing connected WhatsApp channel click the third tab called "Templates".

(If you haven't yet connected your WhatsApp channel go to this article for the step-by-step guide - Connect WhatsApp Business)

Click the "Sync Templates" button in the top right to bring all your created templates in Meta into Boxly.

The templates will be listed and their status will be shown in the Status column, you will be able to see whether or not Meta has approved the templates here.

Preview your template

Click on the eye icon on the template you want to preview your template. You can see if it's working how you want it to.

If you see a red triangle on/near a template, you can click to view the reason for the error. A common reason for a template error is video size, videos added to templates have to be below 16MB.