Add WhatsApp Templates from UI

To create a WhatsApp template, you should first send it for approval through the Kaleyra.io interface. Meta will verify and approve the template and will send you an email to notify you about the status of your template. In case your template is not approved, either Meta or Kaleyra will send you an email with the reason for rejection.

The following are important reminders and updates to help you understand the template categorization.

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Notes:

  • For India-based businesses, Meta does not currently allow registering templates using the Authentication category with a one-time password and hence the same is not allowed from both the kaleyra.io UI as well as the API.
  • Kaleyra supports Marketing, Authentication, and Utility template categories.
  • Utility and Authentication have replaced the previous Transactional and OTP Templates respectively, but the Marketing Template remains the same.

To create a new WhatsApp template, follow the below steps:

  1. Sign in to your Kaleyra.io account.
  2. Go to Channels and on the WhatsApp card, click Manage.
  1. Click Configurations > Templates and then click Add Template.

The Add New Template screen appears.

  1. On the Add New Template screen complete the following:
FieldDescription
NameAdd a title to the WhatsApp template. Contain only lowercase alphanumeric characters and underscores ( _ ). Other characters or white space are not allowed.
LanguageSelect the language of the template from the drop-down list. The default is English.
CategorySelect the category from the drop-down list. Supported categories are Authentication, Marketing, and Utility. For more information see the WhatsApp Template Category page.
HeaderSelect the Header type from the drop-down list. The options available are Media (Image, Video, or Document), Text, and None. If you are selecting a media type, please attach the supporting image, video, or document in the Sample Content field.

Note: This field is optional.
BodyEnter the template body in the given space. It allows up to 1024 characters and also can have Static or Dynamic fields.

For example, You made a purchase for {{$1}} using a credit card ending in {{$2}}.
Sample BodyEnter the sample body text based on the Body field by updating the details in the variables.

For example, You made a purchase for {{bag}} using a credit card ending in {{7511}}. In the example, {{$1}} variable is updated with bag and {{$2}} variable is updated with {{7511}}.

Note: Updating the correct variable in the Sample Body will help speed up the approval of the template as it helps the reviewer understand the use case during the review process.
FooterEnter the footer in the text box.

Note: This field is optional.
ButtonSelect the Button type from the drop-down list.

The options available are Quick Reply, Phone Number, and URL. For more information on Button type, see Send Interactive Message and Media Template.

Note: This field is optional.

Click + Add Button to add an additional button or the Delete icon to delete a button.

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Note:

The Allow Meta to Change Template Category checkbox is selected by default. By checking this box you are allowing Meta to re-assign the category as per Meta's Template guidelines. This action prevents templates from being rejected for miscategorization. You can perform this action only while creating templates.

  1. Click Submit to submit the template and initiate the approval process. Your template is now sent for approval. You can see the list of created templates and their status in the Templates tab on the Configurations page.

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Note:

You can also create a callback profile to receive information regarding any update to WhatsApp Template Status. For more information refer to Create Callback Profile for WhatsApp Template Status Update.

Here is a sample message that the customer would receive: