Create WhatsApp Message Templates

How to create, manage, and use WhatsApp message templates in seven.io, including categories, parameters, and the Meta approval process.

Template messages are a core component of WhatsApp Business API. They allow you to reach out to users outside the 24-hour session window and ensure consistent, policy-compliant messaging.

What Are Template Messages?

WhatsApp requires businesses to use pre-approved templates for outbound messages when no active conversation session exists. Templates must be submitted to Meta for review before they can be used.

Templates are essential for:

  • Initiating conversations with customers
  • Sending notifications, reminders, or alerts
  • Re-engaging users after the 24-hour session window has expired

Template Categories

Meta classifies templates into three categories, which also affect pricing:

Marketing

Promotional content such as offers, product announcements, or re-engagement campaigns. These templates require user opt-in and are subject to stricter review.

Utility

Transactional messages related to an existing customer action or request. Examples include order confirmations, shipping updates, appointment reminders, or account notifications.

Authentication

One-time passwords (OTPs) and verification codes. These templates follow a specific format defined by Meta and are intended solely for user authentication.

Creating Templates in the seven Dashboard

  1. Log in to dashboard.seven.io.
  2. Navigate to WhatsApp > Templates.
  3. Click Create Template.
  4. Fill in the required fields:
    • Name - a unique identifier for the template (lowercase, underscores, no spaces)
    • Category - select Marketing, Utility, or Authentication
    • Language - choose one or more languages for your template
    • Header (optional) - text, image, video, or document
    • Body - the main message content
    • Footer (optional) - a short line of text below the body
    • Buttons (optional) - call-to-action or quick reply buttons
  5. Click Submit for Review.

Approval Process

After submission, Meta reviews your template. The review typically takes a few minutes to a few hours, but can take up to 24 hours in some cases.

Possible statuses:

  • Pending - template is under review
  • Approved - template is ready to use
  • Rejected - template did not pass review; check the rejection reason and revise

You can monitor the status of all your templates in the seven dashboard under WhatsApp > Templates.

Parameters and Placeholders

Templates support dynamic content through numbered placeholders in the format {{1}}, {{2}}, {{3}}, etc.

Example template body:

Hello {{1}}, your order {{2}} has been shipped and will arrive on {{3}}.

When sending the template, you provide the actual values for each placeholder. This allows you to personalize messages without creating a separate template for each variation.

Best Practices

  • Keep it concise - short, clear messages perform better and are more likely to be approved.
  • Avoid overly promotional language in Utility templates - Meta may reject templates that do not match their stated category.
  • Use placeholders for personalization instead of creating many similar templates.
  • Provide sample values during template creation - this helps Meta understand the context and speeds up approval.
  • Do not include shortened URLs from third-party services - Meta often rejects these. Use full, recognizable URLs instead.
  • Test templates with a small audience before using them in large campaigns.
  • Respect user opt-in - especially for Marketing templates. Sending unsolicited messages can lead to your account being flagged or restricted.

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