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Basic WhatsApp Template Creation

Create dynamic, personalized, and Meta-compliant WhatsApp templates in Mark360.ai for marketing, support, and transactional use cases. Whether you're starting from scratch or editing a prebuilt one from our Template Library, this guide will walk you through every step.

Key Components of a WhatsApp Template​

ComponentDescription
HeaderOptional. Appears at the top. Can be Text, Image, Video, Document, or Location. Only one allowed per template.
BodyMain message content. Can contain variables like {{name}} or {{order_id}}. Keep it clear and personalized.
FooterOptional. Useful for legal text, unsubscribe message, or signature.
ButtonsAdd Quick Reply, Call-To-Action (URL/Phone), or WhatsApp Flow buttons.

Create a WhatsApp Template from Scratch​

  • Navigate to WhatsApp > Message Templates

    Setup Organization

  • Click: + Create Template

    • On the top-right corner, click the ➕Create Template button.

Step 2: Define Basic Details​

  • Template Name

  • Category: Marketing, Utility

  • Language: Select supported Meta language for your audience

    Setup Organization

Step 3: Add Header (Optional)​

Choose format:

  • Text (max 60 chars)
  • Image: .jpeg, .jpg, .png (up to 5 MB)
  • Video: .mp4, .3gpp (up to 16 MB)
  • File: Max 100 MB
  • Location: Static only

The uploaded media is only for Meta approval. You can replace it while sending.

Step 4: Draft the Message Body​

  • Write the core message with optional variables (e.g. {{name}}, {{date}})
  • Provide sample values for variable fields for Meta review
  • Example: Reply with STOP to unsubscribe
  • Or include your brand’s tagline

Step 6: Add Buttons (Optional)​

Button Types:​

  • Quick Replies (max 10)

  • Call-To-Action (CTA):

    • URL Buttons (up to 2)
    • Phone Button (1 max)
    • Copy Code Button (1 max)

  • Flow (Form): Launch interactive WhatsApp Forms

    Setup Organization

You can’t mix CTA + Quick Replies in one section. You can rearrange button positions using the "Swap" option.

Final Check & Submit​

  • Review all components
  • Click Submit for Approval

Meta Reclassification Alert: Meta may reclassify your template category (e.g., Utility → Marketing), which affects pricing.

Edit a Template from the Template Library​

  • Go to WhatsApp > Message Templates > Select From Library

    Setup Organization

  • Select a ready-to-use template

    Setup Organization

  • Click Use Template and modify components (category, text, buttons, footer)

  • Click Submit for Approval

Check Template Status​

Click the Sync button to refresh the status after submission.

Setup Organization

Approval can take 1–24 hours. Once approved, wait 15 minutes before testing or broadcasting.

Test a Template​

  • Only test templates that are in Approved or Recently Approved state
  • For newly approved ones, wait 15 minutes to avoid test errors

Template Configurations (Reply Settings)​

After approval:

  • Click ⋮ (three dots) next to the template name > Configurations
  • Assign responses to:
    • A Bot Flow
    • A Team Member
    • A Team

You can also configure what happens when users reply to buttons.

Handle Partial URLs Intelligently​

If you paste the full URL in a dynamic field instead of the suffix, Mark360.ai intelligently cleans up duplicates and ensures a valid link is sent.

Works across:

  • Inbox
  • Broadcasts
  • Bot Messages
  • Public API
  • Flows & Sequences

This works with or without tracking enabled in the template settings.

Best Practices​

  • Use clear and concise messaging
  • Add personalization via variables
  • Include unsubscribe options to maintain quality rating
  • Avoid generic messages that may lead to user reports
  • Monitor performance of templates regularly

Let your WhatsApp communication shine with rich, interactive, and rule-compliant templates – only on Mark360.ai.