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WhatsApp Template

Message-WhatsApp Provider

       1. Login to your admin account

       2. Click "Message" from the left side menu

       3. Click “WhatsApp Provider” to access the WhatsApp Provider's details.

Message-WhatsApp Template

       4. Click 3 dot to access the Options

       5. Click “Template” to access the WhatsApp Template's details.


WhatsApp Template Management Guide

WhatsApp Template - Listing Screen

1. Template List Screen

ColumnDescription
NameTemplate identifier
CategoriesTemplate type (Marketing/Utility/Authentication)
LanguageTemplate language
Portal StatusAPPROVED/PENDING/REJECTED

2. Top Bar Features

             a. Sync Button

                         i. Syncs old templates

                         ii. Shows confirmation popup

                         iii. Toggle to include old templates

                         iv. CONFIRM/CANCEL options

             b. Add Button

                         i. Creates new template

3. Template Actions

             a. Pencil Icon

                         i. Edit template configuration

                         ii. Three Dots Menu

             b. Test Template: Opens test popup

                         i. Delete: Remove template

4. Test Template Popup

FieldDescriptionRequired
Contact Number*Recipient's numberYes
Number*Select test numberYes

             a. Action Buttons:

                         i. CANCEL: Exit popup

                         ii. SUBMIT: Send test message

5. Portal Status Types

             a. APPROVED: Ready for use

             b. PENDING: Under review

             c. REJECTED: Not approved

Important Notes:

  • Verify template status before use

  • Test templates before deployment

  • Keep templates updated

  • Regular sync recommended


Create WhatsApp Template Guide

1. Required Fields

FieldDescriptionRequiredCharacter Limit
Template Name*Unique identifierYes512
Language*Template languageYes-
Categories*Marketing / Utility / AuthenticationYes-
Body*Main message contentYes1024

2. Optional Fields

FieldDescriptionCharacter Limit
HeaderNone / Text / Media-
FooterBottom section text60
ButtonsInteractive buttons-

3. Template Preview

             a. Right panel shows live preview

             b. Updates as you type

             c. Shows character count

4. Message Components

             a. Header Options

                         i. None

                         ii. Text

                         iii. Media

             b. Body Text

                         i. Main message content

                         ii. Support variables

                         iii. Multi-language support

             c. Button Types

                         i. Call to Action

                         ii. Quick Reply

                         iii. URL

5. Action Buttons

             a. CANCEL: Exit without saving

             b. ADD: Create template

Important Notes:

  • Stay within character limits

  • Preview before saving

  • Follow WhatsApp guidelines

  • Test template after creation