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DocsWhatsApp, SMS & emailMessage templates
WhatsApp, SMS & email · 3 min read

Message templates

Reusable messages you can send again and again — WhatsApp templates need approval before use, email templates don't.

Why this matters

WhatsApp requires every business message template to be pre-approved, so a campaign can't be sent with brand-new, unapproved wording — this protects you from having a campaign silently rejected. Templates also just save you from writing the same message from scratch every time.

How templates work

WhatsApp templatesSubmitted for approval before they can be used in a campaign or automation — once approved, reusable indefinitely.
Email templatesNo approval needed — build and use immediately, searchable and filterable by category.

Creating a template

  1. Open Manage Templates

    Inside the WhatsApp or Email tab.

  2. Write your message

    Use placeholders like a client's name where useful.

  3. Submit (WhatsApp only)

    WhatsApp templates go through approval before use.

  4. Reuse it

    Once ready, select it whenever you send a campaign or set up an automation.

An expired or rejected WhatsApp template is the most common reason a campaign silently doesn't go out — keep templates current and re-approved if their wording changes.
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