Creating Templates

templates are reusable message formats used to communicate efficiently with customers this guide covers how to create and manage templates effectively in sanoflow getting here locate the templates tab on the left side menu, click templates under the campaigns section steps to create a template navigate to the templates section go to the templates menu in the dashboard click "add template" select the add template button to start creating a new template fill out the template details template name give your template a unique and descriptive name language choose the language for the message category select a category (utility, marketing, or authentication) channel choose the communication channel which is whatsapp, as you cannot create a template on meta for a channel other than whatsapp template type standard (text only) for simple text messages media & interactive for messages including images, videos, or interactive buttons add header (optional) select a header type none text image video location include relevant media or text if applicable note you cannot add a dynamic text as a header keeping in mind that the file sizes are limited to document 100mb doc format ms word, pdf, ms excel, powerpoint, google spreadsheet/word/presentation, audio aac/amr/mp4/ogg image size 5mb image format png, jpeg, webp video 16mb video format mp4, jgpp add body write the main message content use dynamic placeholders (e g , {{data firstname}}) for personalized messages note you will be asked to use a mapper a mapper is an example of how you want the template to look like add footer (optional) include a footer text, such as "powered by sanoflow " note this is only available for premium subscriptions that have opted in white labeling add buttons quick reply allow users to respond with predefined options call to action visit website note you will be asked to add a label + actual link + mapper a mapper is an example of the link call phone number copy offer code save the template click the add button to save the template managing templates view templates go to the templates section to see a list of existing templates use filters to sort templates by channel, status (approved, pending, etc ), or category edit templates click the edit icon next to a template to modify its content or settings duplicate templates use the duplicate icon to create a copy of a template for minor adjustments delete templates click the delete icon to remove a template a confirmation pop up will appear before deletion sync templates use the "sync templates" button to update templates with the latest changes or status practical use cases utility notifications appointment reminders, booking confirmations, and updates example "hi {{data firstname}}, your appointment is scheduled for {{data starttime}} " marketing campaigns promotional offers, discounts, and sales updates example "exclusive deal! enjoy 20% off with code save20 shop now!" event invites sending event or webinar invitations with rsvp options example "join us for our anniversary celebration! click 'interested' to rsvp " customer feedback collecting post service feedback example "we value your opinion rate your experience using the button below " best practices message clarity ensure the message is concise and easy to understand use personalization leverage placeholders like {{data firstname}} to create tailored experiences media use use images, videos, or documents in media & interactive templates to capture attention button optimization use quick replies for customer engagement and call to action buttons for conversions test before launch test templates to ensure placeholders populate correctly and media is formatted properly compliance adhere to whatsapp and platform specific guidelines for template approval faqs what is the approval process for templates? templates must be submitted for approval before use, especially for whatsapp approval times may vary based on the platform can i use dynamic placeholders in templates? yes, placeholders like {{data firstname}} can be used to dynamically insert data into messages what happens if a template is rejected? review the rejection reason in the details and edit the template to meet compliance requirements how many buttons can i add to a template? you can add up to three buttons, including quick reply or call to action options how do i preview my template? use the message preview on the right hand side of the template creation screen can i reuse templates across campaigns? yes, templates can be reused for multiple campaigns can i edit a template after it's been approved? yes, but any edits to an approved template will require resubmission for approval this ensures compliance with whatsapp’s messaging policies can i assign tags or labels to templates for internal organization? currently, there is no tagging or labeling system for templates however, you can use consistent naming conventions to help categorize templates internally why can’t i see my newly created template in whatsapp? templates must first be approved by meta before they appear in your whatsapp business account check the status column and sync to fetch the latest updates can i duplicate a template and change its name? yes, when you duplicate a template, it retains the original name with "copy" after it, but you can change it