What Are Template Messages?
Template messages are pre-approved messages you send through the WhatsApp Business API. Unlike free-form messages (within a 24-hour customer service window), templates can be sent at any time — but they must be approved by WhatsApp before use.
Why templates exist: WhatsApp wants to prevent spam. By requiring approval, they ensure businesses only send messages users have opted into. This protects the user experience and keeps WhatsApp as a trusted communication channel.
Template messages are the backbone of WhatsApp Business communication. Every outbound message — marketing campaigns, transactional notifications, authentication codes — requires a template. Understanding how to create, submit, and optimise templates is critical for any business using WhatsApp at scale.
Template Message Structure
Every template has four components:
| Component | Required? | Max Length | Description |
|---|---|---|---|
| Header | No | 60 characters (text) | Title or media attachment (image, video, document) |
| Body | Yes | 1,096 characters | Main message content |
| Footer | No | 60 characters | Small text (often "Reply STOP to unsubscribe") |
| Buttons | No | 2 buttons max | Quick replies or call-to-action buttons |
Variables (Personalisation)
Variables allow you to personalise templates at scale using {{1}}, {{2}}, etc.
Example:
Hi {{1}}, your order #{{2}} has been shipped! Track it here: {{3}}
When sending, you replace:
- {{1}} → Donor/customer name
- {{2}} → Order number
- {{3}} → Tracking link
Variable rules:
- Maximum 10 variables per template
- Variables must be clearly defined in your submission
- Variables can be text, numbers, or URLs
- Same variable can be used multiple times
When You Need a Template
| Scenario | Template Required? | Why |
|---|---|---|
| Customer messages you first | No (within 24 hours) | Free-form conversation |
| You message customer first | Yes | Outbound messages require templates |
| Marketing campaign | Yes | Bulk outbound |
| Order confirmation | Yes | Outbound transactional |
| Appointment reminder | Yes | Outbound utility |
| Support reply (within 24h) | No | Free-form reply |
| Donation receipt | Yes | Outbound utility |
| Event invitation | Yes | Outbound marketing |
The 24-Hour Window Rule
When a customer messages you first, you have a 24-hour window to reply with free-form messages (no template required). After 24 hours, you can only send template messages.
Strategy: Use the 24-hour window for conversational support. Use templates for anything that goes beyond the window — follow-ups, promotions, transactional updates.
Template Categories
1. Marketing Templates
- Promotional messages (sales, offers, new products)
- Newsletter summaries
- Event invitations
- Fundraising appeals
- Cost: ₹1.50 per conversation (India)
- Approval difficulty: Moderate — must show opt-in context
2. Utility Templates
- Order confirmations
- Shipping updates
- Appointment reminders
- Payment receipts
- Donation acknowledgements
- Cost: ₹0.50 per conversation (India)
- Approval difficulty: Easy — transactional messages are straightforward
3. Authentication Templates
- OTP messages
- Verification codes
- Cost: ₹0.50 per conversation (India)
- Approval difficulty: Easy — standard format, high approval rate
Category Selection Guide
| Message Type | Correct Category | Why |
|---|---|---|
| "Sale starts tomorrow!" | Marketing | Promotional content |
| "Your order has shipped" | Utility | Transactional update |
| "Your OTP is 123456" | Authentication | Verification code |
| "Donate to our cause" | Marketing | Fundraising appeal |
| "Your 80G receipt is ready" | Utility | Transactional update |
| "Event reminder: Tomorrow at 10 AM" | Utility | Appointment/Event reminder |
Choosing the wrong category can lead to rejection or account restrictions. WhatsApp actively monitors category accuracy.
How to Create a Template
Step 1: Go to WhatsApp Manager
- Open Facebook Business Suite → WhatsApp → Message Templates
- Or access directly via business.facebook.com
Step 2: Choose a Category
- Marketing, Utility, or Authentication
- Choose based on the message purpose (see table above)
Step 3: Write Your Template
Structure:
- Header (optional): Text, image, video, or document
- Body: The main message (max 1,096 characters)
- Footer (optional): Small text (max 60 characters)
- Buttons (optional): Quick replies or call-to-action
Variables: Use {{1}}, {{2}} etc. for personalisation:
Hi {{1}}, your order #{{2}} has been shipped! Track it here: {{3}}
Step 4: Submit for Approval
- Approval typically takes 24–48 hours
- WhatsApp reviews for spam, policy compliance, and quality
- You can submit up to 100 templates per day
Step 5: Test Before Sending
- Send a test message to yourself or a team member
- Verify all variables render correctly
- Check that links work
- Ensure the message reads naturally
Approval Tips (India-Specific)
What Gets Approved
- Transactional messages (order updates, receipts, OTPs) — 90%+ approval rate
- Marketing messages with clear opt-in context — 70–80% approval rate
- Messages in English or Hindi (other Indian languages also supported)
- Messages with personalization variables
- Messages with clear sender identity
- Messages with opt-out option ("Reply STOP to unsubscribe")
What Gets Rejected
- Messages without opt-in context — "You signed up for..."
- Generic promotional messages ("Buy now! 50% off!")
- Messages that look like spam (ALL CAPS, excessive emojis)
- Messages requesting sensitive information (passwords, financial data)
- Messages with misleading content
- Messages that violate WhatsApp's Commerce Policy
Common Rejection Reasons and Fixes
- Missing opt-in context — Add "You signed up for updates on [date]" or "As a valued donor..."
- Too promotional — Use value-first language: "Here's what your donation accomplished" instead of "Donate now!"
- Unclear sender identity — Include your business name in the first line: "Hi {{1}}, this is [NGO Name]..."
- Variables without context — Ensure {{1}} is clearly defined: "Hi {{1}} (Donor Name)..."
- Missing opt-out — Add "Reply STOP to unsubscribe" for marketing templates
- Wrong category — Marketing messages in Utility category get rejected
Approval Rate by Category (India)
| Category | Approval Rate | Common Issues |
|---|---|---|
| Authentication | 95%+ | Rare rejections |
| Utility | 85–90% | Missing transaction details |
| Marketing | 70–80% | Missing opt-in, too promotional |
Template Examples
Good Utility Template (Donation Receipt)
Hi {{1}},
Thank you for your donation of {{2}} to {{3}}!
Your 80G receipt (#{{4}}) is attached. This donation is eligible for deduction under Section 80G of the Income Tax Act, 1961.
Questions? Reply to this message.
— {{3}} Team
Good Marketing Template (Fundraising)
Hi {{1}},
Thanks for supporting {{2}}! Here's what your donation accomplished this month:
{{3}}
See the full impact report: {{4}}
Reply STOP to unsubscribe.
Good Utility Template (Order Confirmation)
Hi {{1}},
Your order #{{2}} has been confirmed!
Items: {{3}}
Total: {{4}}
Delivery: {{5}}
Track your order: {{6}}
Bad Template (Will Be Rejected)
SALE SALE SALE! 50% OFF EVERYTHING! BUY NOW! CLICK HERE! DON'T MISS OUT!
Why it fails: ALL CAPS, excessive punctuation, no personalisation, no opt-in context, no sender identity, no opt-out.
Best Practices
- Always include opt-in context — "You signed up for..." or "As a valued donor..."
- Personalise — Use variables for names, order numbers, dates
- Keep it short — Under 200 characters for better delivery
- Include your business name — Users should know who's messaging
- Add an opt-out — "Reply STOP to unsubscribe"
- Test before sending — Send a test message to yourself first
- Choose the right category — Marketing vs Utility affects cost and approval
- Use buttons wisely — Quick replies reduce friction; CTAs drive action
- Monitor quality rating — Poor quality = higher costs or account restriction
- Create template variants — A/B test different messages for better performance
Cost Optimization
- Utility templates are cheaper than marketing (₹0.50 vs ₹1.50)
- Service conversations are free for the first 1,000/month
- Batch sends — Don't send 1,000 individual messages; use broadcast lists
- Monitor quality rating — Poor quality = higher costs or account restriction
- Use the right category — Mis-categorising marketing as utility can get your account banned
- Optimise for replies — Every reply opens a free service conversation window
Cost Comparison by Template Type
| Template Type | Cost per Conversation | Best For |
|---|---|---|
| Marketing | ₹1.50 | Promotions, fundraising, events |
| Utility | ₹0.50 | Order updates, receipts, reminders |
| Authentication | ₹0.50 | OTPs, verification codes |
| Service (customer-initiated) | ₹0 (first 1,000/month) | Support, queries |
Common Mistakes
- Choosing the wrong category — Marketing in Utility category = account ban
- Not personalising — Generic messages get lower engagement and higher opt-out rates
- Forgetting opt-out — Required for marketing templates; missing it = rejection
- Overusing marketing templates — Use utility where possible (cheaper, higher approval rate)
- Not monitoring quality rating — Check weekly in WhatsApp Manager
- Creating too many templates — Start with 5–10 core templates; add as needed
- Not testing variables — Broken variables ({{1}} showing as-is) look unprofessional
What We Recommend
- Start with 3 core templates: Welcome message, donation/order confirmation, monthly update
- Choose the right category — Utility for transactional, Marketing for promotional
- Personalise everything — Use variables for names, amounts, dates
- Test before sending — Always send a test message first
- Monitor quality rating — Check weekly; address issues immediately
- A/B test — Create 2–3 variants of each template and measure performance
- Keep templates fresh — Update seasonal templates quarterly