---
title: Creating Templates
slug: creating-templates
docTags:
createdAt: 2024-11-20T12:18:09.547Z
---
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
1. **Navigate to the Templates Section**:
- Go to the **Templates** menu in the dashboard.
2. **Click "Add Template"**:
- Select the **Add Template** button to start creating a new template.
3. **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](https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines/) (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.
- *Carousel:* For complex messages that include more than one slide, each slide can have its own images, videos, or interactive buttons.
4. **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
5. **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.
6. **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.
7. **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
8. **Save the Template**:
- Click the **Add** button to save the template.
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# Managing Templates
1. **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](https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines/).
2. **Edit Templates**:
- Click the edit icon next to a template to modify its content or settings.
3. **Duplicate Templates**:
- Use the duplicate icon to create a copy of a template for minor adjustments.
4. **Delete Templates**:
- Click the delete icon to remove a template. A confirmation pop-up will appear before deletion.
5. **Sync Templates**:
- Use the "Sync Templates" button to update templates with the latest changes or status.
# Practical Use Cases
1. **Utility Notifications**:
- Appointment reminders, booking confirmations, and updates.
- Example: "Hi {{Data.FirstName}}, your appointment is scheduled for {{Data.StartTime}}."
2. **Marketing Campaigns**:
- Promotional offers, discounts, and sales updates.
- Example: "Exclusive Deal! Enjoy 20% off with code SAVE20. Shop now!"
3. **Event Invites**:
- Sending event or webinar invitations with RSVP options.
- Example: "Join us for our Anniversary Celebration! Click 'Interested' to RSVP."
4. **Customer Feedback**:
- Collecting post-service feedback.
- Example: "We value your opinion. Rate your experience using the button below."
# Best Practices
1. **Message Clarity**:
- Ensure the message is concise and easy to understand.
2. **Use Personalization**:
- Leverage placeholders like {{Data.FirstName}} to create tailored experiences.
3. **Media Use**:
- Use images, videos, or documents in Media & Interactive templates to capture attention.
4. **Button Optimization**:
- Use Quick Replies for customer engagement and Call-to-Action buttons for conversions.
5. **Test Before Launch**:
- Test templates to ensure placeholders populate correctly and media is formatted properly.
6. **Compliance**:
- Adhere to WhatsApp and platform-specific guidelines for template approval.
# FAQs
1. **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.
2. **Can I use dynamic placeholders in templates?**
- Yes, placeholders like {{Data.FirstName}} can be used to dynamically insert data into messages.
3. **What happens if a template is rejected?**
- Review the rejection reason in the details and edit the template to meet compliance requirements.
4. **How many buttons can I add to a template?**
- You can add up to three buttons, including Quick Reply or Call to Action options.
5. **How do I preview my template?**
- Use the message preview on the right-hand side of the template creation screen.
6. **Can I reuse templates across campaigns?**
- Yes, templates can be reused for multiple campaigns.
7. **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.
8. **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.
9. **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.
10. **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.