How to Create and Submit WhatsApp Message Templates: Complete Step-by-Step Guide for Businesses

Master the process of creating professional WhatsApp message templates that get approved by Facebook quickly and integrate seamlessly with your automation workflows.

WhatsApp message templates are essential for professional business messaging on the platform. Whether you're sending delivery notifications, marketing campaigns, or authentication codes, understanding how to create and submit templates through Facebook's approval system is crucial for any business looking to automate their WhatsApp communications.

This comprehensive guide will walk you through the entire process of creating WhatsApp message templates using Notifyer System, from initial setup to successful automation integration.

Understanding WhatsApp Message Templates

WhatsApp message templates are pre-approved message formats that businesses must use when initiating conversations with customers. These templates ensure compliance with WhatsApp's business policies while enabling personalized, professional communication at scale.

Key advantages of using WhatsApp templates:

Template Categories and Pricing Structure

Selecting the correct category is critical for template approval. Facebook strictly enforces proper categorization, and incorrect selection will result in automatic rejection.

Authentication Templates

Purpose: Login codes, verification messages, security alertsCost: 4-5 cents per messageBest for: Two-factor authentication, password resets, account verification

Marketing Templates

Purpose: Promotional messages, special offers, product announcementsCost: 5-6 cents per messageBest for: Sales campaigns, new product launches, seasonal promotions

Utility Templates

Purpose: Order updates, delivery notifications, appointment remindersCost: 4-5 cents per messageBest for: Transactional communications, service updates, booking confirmations

Cost-saving advantage: After sending your first template message, you can exchange unlimited follow-up messages with that customer for 24 hours without additional charges, making WhatsApp templates highly cost-effective for customer service.

Complete Template Creation Process

Step 1: Verify WhatsApp Account Connection

Before creating templates, ensure your WhatsApp Business account is properly connected to Notifyer System. Your dashboard should display a connection confirmation message. If not connected, complete the account embedding process first.

Step 2: Initiate Template Creation

Access the template creation section in your Notifyer System dashboard and select "Create New Template" to begin the process.

Step 3: Set Template Name and Format

Create a template name following these specific requirements:

Step 4: Select Appropriate Category

Choose your category based on the primary purpose of your message:

For Authentication: Security codes, login verification, account alertsFor Marketing: Promotional content, special offers, product announcements
For Utility: Order status, delivery updates, appointment confirmations, service notifications

Critical note: Incorrect categorization is the primary reason for template rejection. Review your message content carefully before selecting a category.

Step 5: Configure Language Settings

Select the primary language for your template. For businesses serving multiple markets, create separate templates for each language to ensure optimal customer experience.

Step 6: Design Message Content

Templates support multiple content formats to enhance customer engagement:

Text-Only Messages:Focus on clear, professional communication that provides value to the recipient.

Messages with Media Headers:

Media Requirements:

Step 7: Craft Your Message Body

Write professional message content that serves your business objectives:

Professional delivery notification example:"Dear Valued Customer, your order has been dispatched and will arrive within the specified timeframe. We appreciate your business and remain available for any questions regarding your purchase."

Professional appointment reminder example:"This is a courtesy reminder about your upcoming appointment scheduled for tomorrow. Please arrive 15 minutes early to complete any necessary documentation. Contact us if you need to reschedule."

Step 8: Implement Variables for Personalization

Variables enable message customization while maintaining template compliance:

Variable Implementation:

Professional variable usage:

Step 9: Add Interactive Buttons

Interactive buttons significantly improve customer engagement and response rates:

Quick Reply Buttons:Enable customers to respond with predefined options such as "Confirm Delivery," "Request Callback," or "Schedule Reschedule."

Call Buttons:Provide direct access to your customer service team with properly formatted phone numbers including country codes.

URL Buttons:Direct customers to specific pages such as order tracking portals, appointment scheduling systems, or product information pages. URLs can be static or include dynamic variables for personalized experiences.

Button Strategy:

Step 10: Review and Submit Template

Before submission, conduct a thorough review:

Content Verification:

Compliance Check:

Submit your completed template for Facebook approval through the platform interface.

Step 11: Monitor Approval Process

Approval Timeline:

Status Monitoring:Access the templates section in your dashboard to track approval status. Templates display as Pending, Approved, or Rejected with detailed feedback for any issues.

Step 12: Configure Automation Integration

Once approved, integrate your templates with automation platforms:

Zapier Integration Process:

Make Integration Process:

Step 13: Test Template Functionality

Pre-Launch Testing:

Performance Monitoring:After launch, track key metrics including delivery rates, customer response rates, and button engagement to optimize future templates.

Advanced Template Strategies

Optimizing for Higher Approval Rates

Content Best Practices:

Variable Strategy:

Multi-Template Workflows

Sequential Messaging:Design template sequences for complete customer journeys, such as order confirmation, shipping notification, delivery confirmation, and follow-up satisfaction survey.

Conditional Logic:Use automation platforms to send different templates based on customer behavior, purchase history, or geographic location for more targeted communication.

Integration with Business Systems

CRM Integration

Connect your template system with customer relationship management platforms to:

E-commerce Integration

For online retailers, integrate templates with:

Troubleshooting Common Issues

Template Rejection Solutions

Category Mismatch:Review your message content and ensure it aligns with the selected category. Promotional content requires Marketing category, while transactional updates use Utility category.

Policy Violations:Review WhatsApp Business Policy documentation and remove any prohibited content. Ensure compliance with advertising standards and customer privacy requirements.

Inadequate Variable Examples:Provide realistic, professional example values that accurately represent how variables will be used in live messages.

Technical Integration Issues

API Authentication Problems:

Template Access Issues:

Performance Optimization

Analytics and Metrics

Key Performance Indicators:

Continuous Improvement

A/B Testing Strategies:

Template Iteration:Based on performance data, create improved versions of your templates to enhance customer engagement and business outcomes.

When to Consider Notifyer by WhatsAble

Consider Notifyer by WhatsAble if your business requires:

Notifyer System provides enterprise-level infrastructure for businesses requiring professional WhatsApp communication at scale, complete with dedicated support and advanced feature sets.

Professional Support and Assistance

For technical assistance, template optimization guidance, or integration support, contact our expert team at team@whatsable.app.

Our specialists provide comprehensive support including:

Conclusion

Successfully creating and implementing WhatsApp message templates requires attention to detail, compliance with platform policies, and strategic thinking about customer communication. By following this comprehensive guide, businesses can develop templates that achieve quick Facebook approval while driving meaningful customer engagement and supporting automation objectives.

Focus on providing genuine value through your communications, maintaining professional standards across all customer touchpoints, and continuously optimizing based on performance analytics. With proper implementation, WhatsApp templates become a powerful tool for customer relationship management and business growth.

Begin with simple utility templates for essential business communications, then expand to more sophisticated marketing and authentication templates as your expertise develops. The investment in properly structured WhatsApp messaging pays dividends through improved customer satisfaction, increased engagement rates, and streamlined business operations.

Ready to transform your customer communication? Start creating your first professional WhatsApp message template today and discover how automated messaging can enhance your customer relationships while improving operational efficiency.

This guide covers WhatsApp Business Platform message templates through Notifyer System. For the latest platform updates and advanced features, consult our technical documentation or contact our support specialists.