Approved Template Message Setup

We start with an inventory of the messages your business needs to send. We look at your customer journey and list moments where a message helps: order confirmation, shipping update, payment reminder, appointment confirmation, appointment reminder, feedback request, abandoned enquiry follow-up, renewal notice, event invitation, offer announcement. We separate messages that are clearly transactional from those that are promotional, because WhatsApp treats categories differently and they may be priced differently under Meta’s current pricing. We then check that your account is ready: a verified business in Meta Business Manager, a connected number, display name approval and an access method, either through a provider or direct. If any of these are not in place, we guide you through them; see the broader platform services under WhatsApp Business API. For each template, we write the text with variables placed where real data will go, and we add sample values for review. We follow the writing rules WhatsApp expects: clear purpose, no misleading content, no requests for sensitive data, correct grammar, and no variable placeholders at the very start or end of a message or next to each other with no text between them. We keep the wording specific and polite and avoid language that pushes people. We choose the correct category and the right components: header, body, footer and buttons. For example, a booking confirmation might include a quick-reply button to confirm and a button to reschedule. Marketing templates include an easy opt-out option where required. We submit templates to Meta through your management tool and monitor the result. If a template is rejected or recategorised, we read the reason, adjust wording and resubmit. We keep a naming convention and a register of templates, with their category, language, use, variables and status, so your team knows which to use. We test sending to your own numbers, check how variables fill, how buttons behave and how messages display on different phones. We also set up opt-in capture on your website forms, QR codes or checkout, with a clear statement of what customers will receive. Finally we explain the 24-hour customer service window: after a customer messages you, you can reply freely for a limited period, and templates are needed outside it. We include simple rules for your team and your chatbot. We cannot guarantee delivery of every message, since recipients can block or limit businesses, and quality ratings affect sending limits, so we advise on sending only relevant messages. For ongoing help after launch, see customer support workflows.