Skip to main content

Creating a WhatsApp Template (Text, Document, Image and Video)


Step 1: Access the Templates Section

  1. From the main navigation menu, click on Assets.

  2. Under Assets, select Templates.

    image.png

Step 2: Start Template Creation

1. On the Communication Templates page, click the + Create a Template button.

image.png

2. In the Mode of Communication step, select the following:

  • Select template type: Choose Promotional

  • Select communication channel: Choose WhatsApp

    image.png

Step 3: Enter Template Details

  1. In the Add Template section, fill in the details as registered in Meta.

    • Template Name: Enter a unique, descriptive name (e.g., EOSS Sale).

    • Message Type: Select Message type

    • Header Text: Text displayed prominently at the top (e.g., EOSS Sale is LIVE).

    • Sender id: Select your approved WhatsApp Business Account number

    • Body: Type your message content, including variable placeholders

    • Footer: Optional text often used for important notes or compliance (e.g., Reply 'STOP' to Unsubscribe-).

    • Template Registration ID: Enter your official template registration ID provided by the messaging authority (e.g., 1456624).

      image.png

Step 4: Inserting Personalization (Merge Tags)

To personalize your message, use Merge Tags (Placeholders).

  1. Place your cursor in the Body field where you want the personalized data to appear.

  2. Click the blue search/placeholder icon next to the body field to open the Select Placeholder window.

  3. You can use the Search merge tag field or scroll through the list to find the required field.

  4. Select the desired field, such as First Name or Discount Codes (as shown in the screenshot).

  5. The system will insert the correct merge tag into your message body (e.g., FIRST NAME).

    image.png image.png

Step 5: Add Button

You can use Dynamic URLs to track which specific customers clicked a link within your campaign, improving campaign analytics.

  1. When configuring a Visit website button, select the Dynamic URL type.

    image.png

  2. Click the search/placeholder icon next to the URL field.

  3. In the pop-up, paste your base URL and click OK to track.

  4. Click Shorten Url if your platform's tracking requires it. 

  5.  After shortening, you will see a unique placeholder (e.g., {{1}} for a merge tag) appended to the shortened URL (e.g., bll.in/GcUc{{1}}). This placeholder is typically for a Customer ID (CID) or similar tracking variable.

  6. Click Apply. The resulting URL in the button configuration will contain the tracking placeholder.

    image.png    image.png

    image.png

Step 6: Save the Template

  1. Review all the entered information, especially the message body and merge tags.

  2. Click the Save button to finalize and store your SMS template.

    image.png

Here is the WhatsApp Carousel template

Back to top