Create and manage WhatsApp templates

Overview

A template is a pre-approved WhatsApp message. Businesses can only start a WhatsApp conversation with a customer using a template that Meta (WhatsApp) has approved. You create templates in Uservox; Meta reviews them. Templates live under WhatsApp → Templates.

Each row shows the template’s name and language, its category, its status, how many messages were sent and tapped in the selected period, and when it was last updated. Click a row to preview the template.

Templates need a connected WhatsApp Business Account. See Connect your WhatsApp Business Account.

Create a template

Click Create template. Fill in the form on the left; the Preview on the right shows the message as customers will see it, updating as you type.

Field	Description
Name	Lowercase letters, numbers and underscores only, e.g. `service_booking_confirmation`. Other characters are replaced automatically; the form shows the name that will be saved.
Language	The language the message is written in. Create one template per language.
Category	Utility for updates about something the customer asked for (confirmations, reminders). Marketing for offers and promotions; it costs more per message. Authentication for one-time codes.
Header (optional)	A short bold title above the message. It can contain one value, `{{1}}`.
Body	The main message. Use `{{1}}`, `{{2}}`, `{{3}}`… for values that change per customer, such as a name or a date.
Sample values	One example for each `{{n}}`. Required by Meta to review the template.
Footer (optional)	A short grey line under the message, e.g. your business name.
Buttons (optional, up to 3)	Quick reply (the customer taps a reply), Visit website (opens a link) or Call phone.

When it looks right, click Submit for review.

Tips for getting approved

Pick the category that matches the content. A promotion filed as Utility is usually rejected or moved to Marketing.
Number values in order ({{1}}, {{2}}, {{3}}) and don’t start or end the body with a value.
Give realistic sample values, e.g. Priya rather than test.
Avoid excessive punctuation, all-caps and misleading text.

Approval and status

Meta (WhatsApp) approves or rejects every template, usually within minutes and sometimes up to 24–48 hours. The status in Uservox updates on its own when Meta decides.

Status	Meaning
Pending	Waiting for Meta’s review. It can’t be sent yet.
Approved	Ready to use in processes and test messages.
Rejected	Not approved. The reason is shown under the status. Fix the template and create it again.
Paused / Disabled	Meta stopped the template, usually because customers blocked or reported it. It can’t be sent until it’s fixed.

Click a template to see its details and preview. A rejected template also shows the reason.

Meta can also change a template’s category after approval, for example from Utility to Marketing, and rate its quality. These changes appear in Uservox automatically.

Refresh templates

Statuses update on their own. If a status looks out of date, or you created templates outside Uservox (for example in Meta Business Manager), click Refresh from WhatsApp. Uservox fetches the latest list and statuses and shows how many templates were refreshed, or the reason if it couldn’t.

Delete a template

Click Delete on the template’s row and confirm. The template is deleted from WhatsApp too.

After you delete a template, WhatsApp blocks its name for 30 days. Use a different name if you need a similar template sooner.

Next step

Send a test template to your own phone to see exactly how it looks.

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WhatsApp

Create and manage WhatsApp templates

Overview

Create a template

Tips for getting approved

Approval and status

Refresh templates

Delete a template

Next step

​Overview

​Create a template

​Tips for getting approved

​Approval and status

​Refresh templates

​Delete a template

​Next step

Overview

Create a template

Tips for getting approved

Approval and status

Refresh templates

Delete a template

Next step