How to create and use WhatsApp templates

Follow our step by step guide on creating and using WhatsApp templates:

Tip: For more detail on what WhatsApp templates are, view our article here.

Step 1: Make a copy of the approval sheet. This is the Google doc where you'll write your templates. This should be shared with your account manager so they're able to edit it.

Step 2: For each template you want to submit, populate your approval sheet with the following (there's an example within the Google doc to follow):

Template name in lower case e.g. welcome_message
Template type
Template content, using variables for dynamic fields e.g. {{1}} - add as much content as possible as a variable - even if you don't plan to edit it now, the template will need to be resubmitted if you want to make any copy changes at all
Example content for each variable, including any links
Button copy if using a call to action or survey template type

Tip: WhatsApp requires approximately two to three times more words than variables to approve a template.

Step 3: Once you are happy with your templates send your approval sheet to support@yourmovement.org

Step 4: Your account manager will submit your templates for approval. Templates can take up to 48 hours to be approved by Meta, so it's best to start with a bank of templates which you can reuse readily. You can submit new templates and remove old ones at any time.

Step 5: Use your templates to create WhatsApp campaigns. Once approved, your templates will be available in the Content section of the campaign builder, where you can select a template and edit the variable copy to fit your campaign:

Choose your template:

Edit your variable content: