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Manage and create WhatsApp approved message template. WhatsApp templates enable businesses to create rich message formats designed for marketing, support, updates, and authentication. These templates streamline communication while ensuring compliance with WhatsApp

Manage and create WhatsApp approved message template

Video guide

WhatsApp templates enable businesses to create rich message formats designed for marketing, support, updates, and authentication.

These templates streamline communication while ensuring compliance with WhatsApp's messaging guidelines, helping you engage with customers effectively through this popular messaging platform.

Watch the video tutorial below Learn how to manage WhatsApp templates in Bird:

  • Create new message projects specifically for WhatsApp
  • Choose between WhatsApp Approved Templates and Reply to Open Conversation Templates
  • Select appropriate template categories (Marketing, Authentication, or Utility)
  • Design your template using Bird's WhatsApp Template Design Studio
  • Add dynamic content including text, images, buttons, and variables
  • Submit templates for Meta's review and track approval status

Creating well-designed WhatsApp templates helps improve customer engagement while maintaining compliance with Meta's requirements for business messaging.

Step-by-step guide

Follow the step-by-step guide to learn how to create and manage WhatsApp approved message template.

Step 1: Access Templates Management

  • In the main menu navigate to Developer product
  • Navigate channels
  • Open WhatsApp
  • Click on Templates management

Step 2: Create a new template

  • Click on "Create Template"
  • Select WhatsApp as your channel
  • This initiates the template creation process

Step 4: Choose a template category

  • Select the appropriate category for your template:Marketing: For promotional offers, product announcements, and engagement campaigns

  • Authentication: For sending secure login codes to customers

  • Utility: For account updates, order confirmations, and important notifications

  • Consider enabling "Allow Category Difference" if you think Meta might recategorize your template

Step 5: Select message format

Choose your desired message type:

  • Text
  • Image
  • File
  • Catalog
  • Coupon
  • Carousel
  • Multi-Product
  • Limited Time Offer
  • Flow

Step 6: Configure template details

  • Enter Project Name (internal reference)
  • Create WhatsApp Template Name (must be unique)
  • Select Default Locale (primary language)
  • Choose "Start from Scratch" or "Create with AI"
  • Click "Get Started Now"

Step 7: Design your template

  • Use WhatsApp Template Design Studio
  • Edit content by clicking elements
  • Add blocks via right panel
  • Include call-to-action buttons with links
  • Enable tracking for link shortening
  • Add quick reply buttons
  • Create dynamic variables for personalization

Step 8: Preview and finalize

  • Check preview for recipient appearance
  • Adjust settings as needed
  • Add multi-language support if required
  • Ensure dynamic variables are configured properly

Step 9: Submit for approval

  • Click "Publish"
  • Template submitted for Meta review
  • Review typically takes minutes but may take up to 24 hours
  • Monitor submission status

Step 10: Implement approved templates

  • Status automatically updates upon approval
  • Template ready for WhatsApp messaging across campaigns and journeys
  • Begin implementing in communication strategy

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