Message Templates

What This Guide Does — Shows how to create, activate, and archive a message template.

Why It Is Useful — Message Templates hold your reusable message content, so One-Time Messages, Automatic Messages, and Customer Journeys can all send consistent, on-brand messages without rewriting them each time.

How to Use It

1

Open Message Templates

Go to Messaging and click Message Templates in the left menu.

2

Review the Template List

Check total, active, draft, and archived templates.

3

Create a New Template

Click New Template and choose Standard template or WhatsApp (Meta-approved).

4

Fill in a Standard Template

Enter the template name, choose a channel, write the message, add a call-to-action, and save.

5

Build a WhatsApp Template

Complete Basic Info, add Content, then review and submit for approval.

6

Activate or Archive

Use the status and action controls to keep your templates organized.

Annotated walkthrough of the Message Templates list, creating a Standard or WhatsApp template, and activating or archiving a template

What You Should See — Your new template appears in the template list as Active, and is selectable from One-Time Messages, Automatic Messages, and Customer Journeys.

Tips

  • Use Archive instead of deleting a template that's no longer active, so past broadcasts and automations that used it keep their history.

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