Templates Setup

This guide follows the exact Template builder flow and explains common blockers like disabled options and failed submissions.

Overview links: Documentation Home · Settings Overview

Where to Find This

• Templates in the sidebar.
• You can also access templates from Settings → Templates.

Settings Quick Map

• Settings → Platforms: connect WhatsApp/Instagram/Facebook accounts.
• Settings → Templates: view and manage templates.
• Settings Overview

Before You Start

• You must have at least one connected platform account.
• Templates are disabled for GMB, LinkedIn, and YouTube.
• Instagram/Facebook allow interactive templates only.

Step 1: Open Templates

1. Go to Templates in the left nav.
2. Use filters to find existing templates.
3. Click Create Template to start a new one.

Step 2: Configure the Flow

1. Select an Event (or choose Other).
2. Pick a Category: Marketing, Utility, or Authentication.
3. Choose the Platform account.
4. Choose a build mode: SIA‑assisted or Manual.
5. Build your components and preview the flow.

If You Are Stuck in Setup

• Platform is disabled: you selected GMB/LinkedIn/YouTube. Pick WhatsApp, Instagram, or Facebook.
• SIA option is disabled: Instagram/Facebook or Authentication category forces Manual.
• Next button disabled: event, category, platform, or build mode is missing.

Platform Capabilities

Template Types

Components & Variables

• Components: Header, Body, Footer, Button, Card (carousel).
• Use variables like {{1}} and {{2}} inside body text.
• Variable order matters and must be mapped when sending broadcasts.
• Authentication templates require manual setup.

Flow Templates (WhatsApp Flow + Form Bridge)

Flow templates let you attach a WhatsApp Flow built from a Form. This is how a user taps a template button and is taken into a structured WhatsApp form experience.

• Set Template Type to Interactive and Interactive Type to Flow.
• Pick a Form (Campaign) from the dropdown. Only campaigns with a published WhatsApp Flow will appear.
• Set the Flow Button Text (the CTA users tap in WhatsApp).
• Optional: connect actions (API actions or template-to-template flow connections).

If you do not see your form in the dropdown, publish its WhatsApp Flow first.

Buttons & Limits

Step 3: Submit & Approval

1. Use Preview to confirm content and buttons.
2. Submit the template for approval if required.
3. Track status: Pending, Approved, Rejected.

If Submission Fails

• Missing body text: templates without a body cannot be submitted.
• Invalid interactive type: pick a type supported by the selected platform.
• Button limits exceeded: reduce buttons to match the limits table.
• WhatsApp approval rejected: simplify the text, avoid promotional spam, and resubmit.

Use Templates

• Broadcasts: Send templates at scale from a WhatsApp account.
• Agents: Trigger template replies in workflows.
• API: Use template_id and social_account_id for programmatic sends.

Need a Deeper Builder Guide?

See the full step‑by‑step guide in Template Flow Builder.

Quick Glossary

• Standard template: a business‑initiated message (WhatsApp only).
• Interactive template: lets users tap buttons or choose options.
• Flow template: an interactive template that opens a WhatsApp Flow form.

Next Steps

• Template Flow Builder
• Personalization & Variables
• Broadcasts Overview
• WhatsApp Flow Forms

Need Assistance?

If you face issues with template creation or approval, reach out to our support team.