Templates

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Getting Started

• Create pre-approved message templates
• Use dynamic variables for personalization
• Maintain brand consistency
• Improve delivery rates
• Track template performance

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Create Template

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Template Structure

• Header (optional): Image, video, or document
• Body: Main message text (up to 1024 characters)
• Footer (optional): Additional text (up to 60 characters)
• Buttons (optional): Quick reply buttons or CTA buttons

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Create New Template

1. Go to Templates
2. Click Create Template
3. Fill in template details:
   • Name: Unique template identifier
   • Category: Select category (Marketing, OTP, etc.)
   • Header: Optional media
   • Body: Message content with variables
   • Footer: Optional footer text
   • Buttons: Add action buttons
4. Review preview
5. Click Submit for Approval

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Template Variables

Hi {{name}}, your order {{order_id}} is ready!

• {{name}} - Contact name
• {{email}} - Contact email
• {{company}} - Company name
• Or any custom field

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Template Categories

• Marketing: Promotions and campaigns
• OTP: One-time passwords and verification
• Transactional: Order confirmations, receipts
• Notification: Updates and alerts
• Account Updates: Password resets, account changes

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Approval Process

1. Submit template
2. WhatsApp reviews (usually 24 hours)
3. Status changes to:
   • Approved: Ready to use
   • Rejected: Update and resubmit
   • Pending: Under review

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Manage Templates

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View Templates

1. Go to Templates
2. See all templates with status
3. Filter by status or category

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Edit Template

1. Find template
2. For Pending templates: Can edit and resubmit
3. For Approved templates: Create new version
4. For Rejected templates: Edit and resubmit

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Delete Template

1. Open template
2. Click Delete
3. Confirm action

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Use Templates in Campaigns

1. Create campaign
2. Select Use Template
3. Choose approved template
4. Map variables to fields
5. Send

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Template Performance

1. Go to Analytics → Templates
2. View:
   • Usage count
   • Delivery rate
   • Read rate
   • Reply rate

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Best Practices

• Keep templates concise
• Test before campaigns
• Categorize appropriately
• Update based on performance
• Respect rate limits
• Include clear call-to-action
• Avoid promotional language in OTP