Create and use WhatsApp template

Step 1 - Open WhatsApp Templates

Open directly WhatsApp Templates in app.ldgns.be, or go to the correct account Settings, open WhatsApp and click Templates. First check that you are working in the correct account before creating a template or reviewing existing templates.

Step 2 - Start with Create Template

Click at Templates on Create Template and then choose Blank Template. This way you start from an empty template and determine the name, category, language and content yourself.

Step 3 - Choose template name, category and language

First choose a clear template name. Template names use underscores instead of spaces, for example trial lesson_confirmation_v2 or summeraction_10_dayspas_v3. In case of substantive changes, it is better to create a new version than to overwrite an old template in an unclear manner.

Then choose the category. Marketing is the general category for messages that you send to customers with a commercial or promotional purpose, such as promotions, campaigns and follow-up regarding an offer.

Utility use for practical, transactional messages. Consider an appointment reminder for tomorrow at a certain time, a reservation confirmation or an update that an order is ready or will be shipped. Authentication only use it for verification codes.

Also select the correct language before submitting the template. The selected category influences the cost per call. Because the price difference between categories can be large, do not choose Marketing as standard when the message is actually Utility.

Step 4 - Build the message

Optionally add a header. This can consist of text, an image, video, document or location. The header is especially useful when the message needs visual or additional context.

In the body, write the actual message the customer will receive. Keep the text clear, concrete and appropriate to the chosen category.

Use variables when you want to enter customer information, such as the contact's first name, the appointment time or the location name. For example, you can choose the first name of the contact via the variables icon. The variables must be in order: {{1}}, {{2}}, {{3}}. Don't skip songs.

Then enter the correct custom variable and sample value for each variable at the bottom. In this example {{1}} Contact First Name, {{2}} Appointment Time and {{3}} LocationName. This means that you can see on the right in the preview what the entire message looks like when the variables have been filled in.

Step 5 - Click Create and wait for Meta review

Click Create when name, category, language, header, body, variables, sample values, footer, buttons and preview are correct. The template is then sent to Meta for review.

Meta review can sometimes happen almost instantaneously, but can also take days. Count on extra control when you use links, images, videos, documents or words that are examined more closely by Meta. As long as the template In Review or Pending is, you are not yet using them as a final template in a workflow.

Step 6 - Find and manage the template

After creating the template, you can find it via the search function in the template overview. A new template can be used first Pending such as a test template that is still awaiting Meta review.

You can adjust, clone, delete or place a template in a folder via the row actions. Always check the status before using a template in communications or automations.

Step 7 - Use only active templates

Only use a template in Conversations, campaigns or workflows when it is active. Under workflows, open the WhatsApp action and select the exact approved template with correct language and category. Leave the WhatsApp number and variable order unchanged if you only want to switch the template.

Step 8 - Monitor status and quality

Check templates regularly for quality changes. Bee Active - Medium Quality or Active - Low Quality you look at the target group, timing, message and unsubscribe option. Bee Paused or Disabled stop using the template and create an improved version.