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Template Categorization Guidelines for Stack

Welcome to Stack's template categorization guidelines! These guidelines will help you select the appropriate category for your message templates. Each category is designed with specific objectives and business goals in mind. Let's explore the categories and how to effectively use them.

Table of Contents​

Marketing Templates​

Marketing templates are versatile and can help businesses achieve various goals, from increasing brand awareness to boosting sales.

Objectives and Goals​

  • Awareness: Inform customers about your business, products, or services.
  • Sales: Share promotional offers and drive sales events.
  • Retargeting: Re-engage customers who have interacted with your website or app.
  • App Promotion: Encourage app downloads and usage.
  • Build Customer Relationships: Strengthen connections with personalized messages.

Example Templates​

  • "Did you know? We installed a new tower in your area for a better network experience. Learn more at {{1}}."
  • "Enjoy 15% off your next order with code LOYAL15. Visit our site here {{1}}."
  • "You left items in your cart! Click here to checkout now: {{1}}."
  • "Download our app here {{1}} to enjoy exclusive offers."

Note: Templates with mixed content, such as order updates with promotions, are considered Marketing.

Utility Templates​

Utility templates are triggered by user actions and must include specific details about transactions, accounts, or interactions.

Objectives and Goals​

  • Opt-In Management: Confirm opt-ins or opt-outs for receiving messages.
  • Order Management: Provide updates or confirmations related to orders.
  • Account Alerts or Updates: Send important updates or reminders.
  • Feedback Surveys: Collect feedback on previous interactions.
  • Continue a Conversation: Transition conversations to WhatsApp when requested by the user.

Example Templates​

  • "Thanks for confirming opt-in! You’ll now receive notifications via WhatsApp."
  • "Your order {{1}} is confirmed. We’ll notify you once it ships."
  • "Reminder: Your subscription payment for {{1}} is due on {{2}}."
  • "How was your experience with order {{1}}? Click to fill out a survey: {{2}}."

Note: Utility templates should not contain promotional content.

Authentication Templates​

Authentication templates are used for verifying users with one-time passcodes (OTPs).

Objectives and Goals​

  • User Verification: Authenticate users securely with OTPs.

Example Templates​

  • "{{1}} is your verification code. Do not share this code."
  • "{{1}} is your verification code. This code expires in 15 minutes."

Note: Authentication templates must follow strict guidelines and cannot include URLs, media, or promotional content.

FAQs​

How can I assign a category to a template?​

When creating a message template, select the category that best matches the template's purpose. Stack will review and finalize the category based on the content. If misclassified, the template may be rejected and require revision.

What happens if my template is categorized incorrectly?​

Incorrect categorization can lead to rejection. Revise and resubmit the template under the correct category.

Can I mix content from different categories in one template?​

No, templates should be specific to one category. Mixing content can lead to misclassification and rejection.

How can I ensure my template gets approved quickly?​

  • Choose the correct category based on the content.
  • Ensure clarity and completeness of the message.
  • Follow Stack's guidelines to avoid rejection.

For more detailed instructions, refer to [How to Create a WhatsApp Template?](Insert Link Here).

Where can I find more information or request support?​

For further assistance, consult WhatsApp’s official documentation or reach out to WhatsApp Business Support.

By following these guidelines, you can improve template approval rates, ensure compliance, and maximize engagement on WhatsApp with Stack.