Managing WhatsApp Templates

Learn how to create and manage WhatsApp Business message templates in TextPeak: compose marketing and utility templates with custom content and buttons, and set up authentication templates for one-time passwords.

With TextPeak, you manage your WhatsApp Business templates on the channel that sends them, under Channel message content.

To edit an existing template or add a new one:

  1. Log in to TextPeak in your browser.
  2. Click Channels in the main menu on the left.
Screenshot of the Channels page in the TextPeak main menu

Channels in the main menu

  1. Select the channel you need to open and manage its details. Alternatively, click Add channel to create a new channel. For details, see WhatsApp Business.

    WhatsApp channel list showing several channels with Ready and Draft statuses

    A channel stays in Draft until you finish connecting it to Meta.

    4. The Channel management page opens, where you can review and/or edit the channel details.

Screenshot of the Channel message content section listing WhatsApp templates with their approval status

Channel message content

  1. Scroll to Channel message content. It lists every template the channel can send, with its approval status, its category, and its language. Here, you can create new event templates.

Creating a WhatsApp template

  1. Click New event template.

    Screenshot of the New event template button in Channel message content

    New event template

  2. The Channel message content form opens, where you provide the following:

  • Event name

  • Category (click to select the needed option from the drop-down menu: MARKETING, UTILITY, or AUTHENTICATION)

    Screenshot with selecting stream message category

    Selecting message category

  • Message language.

The next steps depend on the category you select. For MARKETING and UTILITY templates, you write the message content yourself. For AUTHENTICATION templates, WhatsApp defines the message text for you.

Marketing and Utility templates

For MARKETING and UTILITY templates, compose the message content:

  1. In the Content section, provide the message content including its header, body (required), and footer.
    You can use the RTL Editor option to write messages in one of the RTL (Right to Left) languages, like Arabic or Hebrew.
Screenshot of using RTL Editor option

Using RTL Editor option

  1. In the Buttons section, click to add the button(s) you will need for your message (Website Link, Call Phone Number, Quick reply, etc.). Also, provide the button's name and value.
Screenshot of button type selection

Button type selection

  1. Finally, preview your message and click Create Template.
Screenshot of message preview and **Create Template** button

Message preview and Create Template button

📘

NOTE

There are some rules you need to observe while creating your message.

For example, you can add only one Call Phone Number button to the message, but you are free to add as many Website Link buttons as needed.

Authentication Templates

Authentication templates deliver one-time passwords (OTPs) to your contacts. Their message content is preset by WhatsApp, so there is no Content or Buttons section to fill in:

  • The message text is fixed: the verification code followed by the security disclaimer For your security, do not share this code.
  • The Copy Code button is added automatically, letting your contacts copy the received code with one tap.

To create an authentication template:

  1. Select AUTHENTICATION as the template category.

  2. Preview your message and click Create Template.

    Screenshot with creating authentication template

    Creating authentication template

Once approved, the template appears with the Approved status and can be used for delivering one-time passwords through your OTP configurations. For details, see Creating WhatsApp Streams.

Editing and Deleting Templates

All of the templates are editable and can be deleted if needed.

Screenshot with editing template

Editing template

Once the template is approved by WhatsApp, it can be used for messaging inside your Inbox.

Screenshot with selecting template

Selecting template


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