Skip to main content

How to Create a WhatsApp Template in Stack

Table of Contents​

Creating WhatsApp Templates​

WhatsApp templates in Stack are essential for sending outbound messages. These templates can be customized and categorized for various use cases.

Step 1: Navigate to Template Settings​

  1. Go to: Sub-Account → Settings → WhatsApp → Template tab.
  2. Click Create Template.

Step 2: Fill In Template Details​

  • Template Name: Use only lowercase characters and no spaces.
  • Category: Choose from:
    • Marketing: For promotional content.
    • Utility: For transactional or service-related messages.
  • Language: Select the language for the message.
  • Header (Optional): Can be static or include one custom variable (e.g., {{1}}).

Step 3: Add Body and Footer​

  • Body: The main message. Use Add Variable to insert placeholders like {{1}}, {{2}}, etc.
  • Footer (Optional): A static message at the bottom of your template.

Note: You must fill in sample values for each variable, as required by Meta for review and approval.

Step 4: Review & Submit​

Review your completed template and click Create. The system will automatically submit it to Meta for approval.

Step 5: Track Template Status​

  • Pending: Awaiting Meta’s approval.
  • Approved: Ready for use.
  • Rejected: Needs editing and resubmission.

Setting Up an Interactive WhatsApp Template​

Step 1: Add Buttons​

  1. Go to Settings > WhatsApp > Templates.
  2. Click Create Template and add a button.

Step 2: Choose CTA Button Types​

  • Quick Reply: Allows users to respond with predefined options.
  • Visit Website: Directs users to your website.
  • Personalized Website Link: Customizes links for each user.
  • Call Phone Number: Enables direct calls from the message.
  • Copy Offer Code: Allows easy copying of promotional codes.
  • Marketing Opt-Out: Provides an opt-out option for marketing messages.
  1. Go to Marketing > Trigger Links > Add Link.
  2. Insert it into your template using the Add Variable option in the body text.

What's Next?​

Once your templates are approved, you can start sending them through:

  • Manual messages in Conversations
  • Workflows or Automations
  • Review Requests or Marketing Campaigns

Ensure your number is fully onboarded and your template categories are compliant before launching.

Frequently Asked Questions​

  1. How do I add custom variables in a WhatsApp Template?

    • Click on Add Variable under the Header or Body section.
    • Choose a system field like contact name, phone, etc.
    • Provide a sample value for each variable (e.g., {{1}} → “John Doe”).

  2. What are the WhatsApp Template categories?

    • Marketing: Promotions, offers, announcements.
    • Utility: Transactional messages like order updates.
    • Authentication: For OTPs or secure logins.

  3. How can I edit or resubmit a rejected template?

    • Navigate to Settings → WhatsApp → Templates.
    • Click the accordion icon next to the rejected template.
    • Click Edit Template, make changes, and click Create to resubmit.

  4. Can I use media in WhatsApp templates?

    • Yes, you can include images, videos, documents, and locations.

  5. What types of CTA buttons can I add?

    • Options include Quick Reply, Visit Website, Personalized Website Link, Call Phone Number, Copy Offer Code, and Marketing Opt-Out.

  6. What is a trigger link?

    • Trigger links allow you to track engagement and set automation rules based on clicks. Add them via Marketing → Trigger Links and insert them into your template.

  7. What happens after my templates are approved?

    • Start sending them through various Stack features like Conversations, Workflows, and Campaigns.