How to create and approve WhatsApp Templates?

WhatsApp’s predefined templates provide a library of ready-to-use messages created and approved by Meta. Designed to streamline your day-to-day operations, they provide practical texts for confirming appointments, sending payment reminders, reporting on order status, and more.

You can also easily edit and adapt them to suit your business, so you don’t have to design a message from scratch. This saves you time, maintains a consistent style and ensures your messages comply with WhatsApp’s policies.

Everything is ready for you to start connecting with customers quickly and securely! 

1. Create a new WhatsApp template

To access this option, follow these steps:

Go to Conversations > Settings > Message Templates.

2. Select the room you want to work in and click +New template (+Nueva plantilla).

At this point, you will be able to choose between two options:

• Create from scratch (crear desde cero): to design a completely customized template.
• Create from predefined templates (crear desde predefinidas): to start from a gallery of ready-to-use messages.

2.1. Design a completely customized template

Access this option from +New Template > Create from Scratch to create a completely customized template.

 A form will then open for you to fill in the following information:

• • Name (nombre): clearly identify your template.
  • Category (Categoría) defined by Meta: Marketing, Authentication, Utilities.
  • Language (Idioma): select the language of the message.
  • Type (Tipo): define whether you will send text, image, video, or document.
  • Header (encabezado): brief text that appears at the beginning.
  • Body (cuerpo): main content of the message.
  • Footer (pie): additional text to reinforce the information.

• Buttons (botones): 

-Quick replies: text options that the contact can tap to reply. –Multimedia actions: button with phone number and/or URL.

💡 #DopplerTip: Use the Preview button to see how your message will look before sending it to Meta for approval.

2.2. Create from predefined WhatsApp templates

Access this option from +New Template > Create from Predefined to create a new template from a gallery of ready-to-use messages, created and pre-approved by Meta.

Finding the template you need is quick and easy. Filters help you access the right message, and you can combine them to get more accurate results:

Search bar: type in keywords such as “payment,” “delivery,” or “appointment,” and you’ll see all the templates that match.

• Language: filter templates according to the language you need
• Category (required for META): this is the main filter and organizes your templates into:
• Utilities: notifications about accounts or transactions, such as purchase confirmations or reminders.
• Authentication: sending single-use security codes.
• Industry: adjust the search according to your industry or business.
• Groups: expand the section and select the checkbox for the type of message you are looking for to find it faster.

3. Configure your template.

The template gallery enables you to create templates in just a few simple steps. To do this, select a template from the gallery and click ‘Edit’.

The configuration window will then open, where you can perform the following actions:

• Assign a name: clearly identify your template so you can find it easily.
• Edit buttons: modify the button values according to your communication needs.

• Authorize: once the template is ready, authorize it to be added to the list of active templates, ready to be used in your messages.
• Customize template: if you want to adjust the body of the message, this option redirects you to the template editor, where you can make changes and then authorize its creation.

Approval status of your templates

Once you have completed the preliminary process, click the ‘Authorize’ button to create the template. You will then need to wait a few seconds, as Meta may not respond immediately. If your template was created correctly, you will see the following message:

But what does this mean? The message informs you that the template you created is pending approval by Meta and is not available for use.

The review time depends entirely on Meta; it usually takes between 24 and 48 hours, although it can sometimes take longer or be immediate (5 to 10 minutes).

These are the statuses you can see in your templates:

It is pending approval:

It is approved and ready to be used.

It was rejected and cannot be used.

Once you have completed the process, you will automatically return to the screen displaying the list of templates. Here, you can update their status according to Meta’s response. If a template has been approved, you can use it to start conversations with your contacts. 🥳

Doppler’s predefined WhatsApp message templates offer you clear, secure texts that are ready to activate in seconds. With the gallery, filters, and configuration options, you not only save time, but also ensure compliance with META policies and enhance what matters most: an authentic and effective connection with your customers.

Explore these tools, try out different filters and settings, and discover how to make your communication faster, more accurate, and more professional. Get started! 🚀