> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lovi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp Templates

> Create templates and campaigns through WhatsApp

<img src="https://mintcdn.com/lovi/0B4MnSPeu4hlTLyc/images/TemplatesList.png?fit=max&auto=format&n=0B4MnSPeu4hlTLyc&q=85&s=4cde639f6e4caedb9baacb55f23934cf" alt="Templates List View" width="1667" height="715" data-path="images/TemplatesList.png" />

On WhatsApp, you don’t make the rules; **Meta** does. 👮‍♂️

Unlike email, where you can write to anyone whenever you want, on WhatsApp you can’t “greet” a customer out of the blue (outbound) unless you use an **Approved Template**.

This section is your **Visa Library**. Here you can see the pre-approved messages you’re allowed to send proactively.

***

### 🚦 Why do they exist? (The Golden Rule)

There are two ways to talk on WhatsApp:

1. **The user messages you first:** Party time! 🎉 Your agent can reply freely (for 24 hours).
2. **You message the user first:** Stop right there! 🛑 You can only do this if you use one of these templates. Meta enforces this to prevent companies from spamming users at scale.

***

### 🎛️ Your Collection (What you see on screen)

You don’t *create* templates here (that’s done in “Create template”); here you **manage and verify** them.

#### 1. The Data Table

* **Template Name:** The technical name (e.g. `promo_black_friday`).
* **Category:** What is this about? (Marketing, Utility, Authentication).
* **Language:** Important. `es` (general Spanish) is not the same as `en` (English). Make sure you have the template in your customer’s language.
* **Status (The Traffic Light):**

  * 🟢 **APPROVED:** Green light! You can use it straight away.
  * 🔴 **REJECTED:** Meta said no. Review their policies (it may have been too promotional or misleading).
  * 🟡 **PENDING:** Meta is reviewing it (this can take from a few minutes up to 24 hours).

#### 2. The Preview (The Blue Icon) 👁️

On the right of each row there's a message icon. Hover over it or click to see **exactly how the real customer will see it**.

* Does it have an image? Buttons? Do the emojis look right?
* It's essential to check this before launching a mass campaign.

#### 3. Edit Template (The Pencil Icon) ✏️

Need to tweak a template? Click the **pencil icon** on the right side of any row to open the editor. You can modify the template content and then save your changes.

* Once saved successfully, you'll see a green **"Template updated successfully"** confirmation toast at the top of the screen.
* **Important:** If the template is already **APPROVED**, editing it may trigger a new review by Meta (the status could temporarily change to **PENDING**). Plan your edits wisely.

#### 4. Delete Template (The Trash Icon) 🗑️

To remove a template you no longer need, click the **trash icon** on the right side of the row.

* **This action is permanent.** Once deleted, the template is gone — you cannot undo it.
* If any active campaigns or automations reference that template, they will stop working. Double-check before deleting.

#### 5. Number Selector (Top right)

If you have multiple numbers connected (e.g. Sales and Support), use the dropdown to view the templates for each line. **Templates are linked to the number (WABA).**

***

### 🚀 When should you use these templates?

Use them for **Proactive Notifications** or “Push” messages:

* 🛒 **Abandoned cart:** “Hi Alex, you left this behind…”
* 💳 **Payment status:** “Your payment has been declined/approved.”
* 🚚 **Tracking:** “Your order has left the warehouse.”
* 📢 **Re-engagement:** “We haven’t seen you in a while! Here’s a voucher.”

***

### 🎓 Best Practice Summary (Cheat Sheet)

* **Correct category:** If you try to sneak a sales offer (Marketing) in as an “Account Alert” (Utility), Meta will block the template or even the number. Be honest.
* **Variables:** Templates usually have placeholders like `Hello {{1}}`. Make sure your database has the name (the `{{1}}` variable) to fill it in. A “Hello \[EMPTY]” looks terrible.
* **Buttons:** Templates with buttons (e.g. “View website”, “Cancel order”) have a much higher response rate than plain text.

***

### 🆘 Quick Troubleshooting

| Problem                                             | Likely Solution 🔧                                                                                                           |
| :-------------------------------------------------- | :--------------------------------------------------------------------------------------------------------------------------- |
| **I can’t see my template**                         | Are you viewing the correct phone number in the dropdown at the top?                                                         |
| **Status: “Rejected”**                              | Meta is strict. Avoid aggressive wording, excessive capital letters, or misleading promises. Recreate it with a softer tone. |
| **I can’t send anything**                           | You can only send templates with 🟢 **APPROVED** status. If it’s yellow, wait.                                               |
| **I edited a template and it went back to PENDING** | This is normal. Meta needs to re-approve templates after changes. Wait for the review to complete.                           |
| **I accidentally deleted a template**               | Deletions are permanent. You will need to recreate the template from scratch via “Create template”.                          |

**Keep your templates ready and start the conversation before anyone else! 💬🚀**
