WhatsApp templates and approvals
Create templates with CRM-field variables, submit them to Meta, understand categories and fix rejected templates.
Updated 5 Oct 2026
What you need
- A connected WhatsApp number (see Connect WhatsApp Business)
- Permission to manage templates (Owner, Admin or Marketing by default)
WhatsApp only lets businesses start a conversation — or reply after 24 hours — with a template Meta has approved. Templates are also what reminders, follow-up plans and broadcasts send.
Start from the library
Settings → Communication → Templates has a Library tab of ready templates for Indian real estate — visit confirmations and reminders, “we tried calling you”, shortlist shares, price-drop alerts, renewal reminders. Add the ones you need, adjust the words, then submit them.
Write a template
- Choose WhatsApp and give it a name (lower case and underscores; it can’t change later), a language and a category.
- Write the body — up to 1,024 characters; bold and italic work. Insert variables for CRM fields, such as the contact’s first name or the visit time. Each variable needs a review sample for Meta.
- Optionally add a header, a footer such as “Reply STOP to opt out”, and buttons.
- Submit it. Meta usually reviews within minutes to a few hours.
Categories
| Category | For |
|---|---|
| Utility | Something the person is expecting: visit confirmations, reminders, documents, payment receipts |
| Marketing | Offers, new listings, price drops, launches — needs the person’s consent |
| Authentication | One-time codes |
Meta may change the category during review. Marketing templates cost more and are held during quiet hours.
Rejected or paused
Open the template to see Meta’s note. Common fixes: a variable at the very start or end of the text, samples that don’t look real, promotional words in a utility template. Edit it and submit again. Meta can also pause a template whose quality drops; broadcasts using it pause too.
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Related articles
- Connect WhatsApp Business (Cloud API)Connect your own WhatsApp Business Account with Facebook in one click, or with your own Meta app credentials, and keep the number healthy.
- The WhatsApp 24-hour windowWhen you can type a free-form WhatsApp reply, when only templates can go out, and how the inbox shows it.
- Send a broadcastSend an approved template to a smart list or CSV — opted-out, DND and unconsented people are skipped — with approval, pacing and stats.
- Follow-up plansSequences of WhatsApp, SMS, email, calls and tasks on a business-day clock, that pause when the lead responds.
Still stuck?
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