WhatsApp Templates
Manage Templates
The Templates management interface provides a comprehensive view of all your WhatsApp templates with powerful search, filtering, and action capabilities.
Templates Grid
The main templates view displays a grid with all templates in your organization.
Grid Columns
| Column | Description | Sortable |
|---|---|---|
| Template | Label and description | Yes |
| Status | Current template status | Yes |
| Last Updated | Date of last modification | Yes (default) |
| Created By | User who created the template | Yes |
| Edited By | User who last edited | Yes |
| Published By | User who published | Yes |
| Actions | Available actions menu | No |
Status Indicators
Templates display color-coded status badges:
| Status | Color | Meaning |
|---|---|---|
| Draft | Gray | Not yet submitted |
| Pending Approval | Yellow | Awaiting Meta review |
| Approved | Green | Ready for use |
| Rejected | Red | Needs revision |
| Paused | Orange | Temporarily disabled |
| Archived | Gray | No longer active |
| Pending Deletion | Red | Being deleted |
Searching Templates
The search bar at the top allows you to find templates quickly.
Searchable Fields
Search queries match against multiple fields:
- Template name (technical identifier)
- Template label (display name)
- Description
- Category (MARKETING, UTILITY, AUTHENTICATION)
- Status
- Language
- Body text content
- Header text
- Footer text
- Button labels
- Created by user
- Updated by user
Search Tips
- Search is case-insensitive
- Partial matches are supported
- Search updates as you type (with debounce)
- Click the refresh button to reload results
Viewing a Template
To view template details:
- Click on any template row in the grid
- Or select View from the actions menu
View Panel Sections
The view panel displays:
Header Section
- Status badge
- Category with emoji
- Language with flag
Preview Section
- Full WhatsApp preview of the message
- Shows how it will appear on devices
Details Section
- Name: Technical identifier
- Template ID: Unique system ID
- Segment: Target audience
- Frequency: Sending periodicity
- Description: Template purpose
Message Content
- Header (text/media type)
- Body text
- Footer text
Variables
- List of all variables with sample values
- Format:
{{1}}→ sample_value
Buttons
- Button type icons
- Button labels
- Action details (URL, phone, flow)
Metadata
- Created date and user
- Last updated date and user
- Published date and user (if applicable)
Editing a Template
To edit a template:
- Click the Actions menu (three dots) on the template row
- Select Edit
Editable States
| Status | Can Edit? | Notes |
|---|---|---|
| Draft | ✅ Yes | Full editing available |
| Rejected | ✅ Yes | Make corrections and resubmit |
| Pending Approval | ❌ No | Wait for review to complete |
| Approved | ❌ No | Create new version instead |
| Paused | ❌ No | Contact support |
| Archived | ❌ No | Create new template |
Edit Form
The edit form is identical to the create form:
- Required Tab: Name, label, description, category, segment, periodicity, language, body text
- Optional Tab: Header, footer, buttons
- Variables Section: Update sample values
- Live Preview: See changes in real-time
Saving Changes
- Make your modifications
- Verify the WhatsApp preview
- Click Save Changes
- Template remains in its current status (draft stays draft, rejected stays rejected)
Deleting a Template
To delete a template:
- Click the Actions menu
- Select Delete
- A confirmation dialog appears
Delete Dialog
The delete dialog requires:
- Select a Connector: Choose the WhatsApp connector associated with the template
- Review Summary: Shows template name, technical name, phone number, and current status
- Confirm: Click Delete to proceed
Deletion Rules
| Status | Can Delete? | Notes |
|---|---|---|
| Draft | ✅ Yes | Immediate deletion |
| Rejected | ✅ Yes | Immediate deletion |
| Pending Approval | ✅ Yes | Cancels the review |
| Approved | ✅ Yes | Removes from WhatsApp |
| Paused | ❌ No | Must unpause first |
| Archived | ❌ No | Already inactive |
⚠️ Warning: Deleting a template is permanent and cannot be undone.
Available Actions by Status
| Status | View | Edit | Publish | Delete | Test |
|---|---|---|---|---|---|
| Draft | ✅ | ✅ | ✅ | ✅ | ❌ |
| Pending | ✅ | ❌ | ❌ | ✅ | ❌ |
| Approved | ✅ | ❌ | ❌ | ✅ | ✅ |
| Rejected | ✅ | ✅ | ✅ | ✅ | ❌ |
| Paused | ✅ | ❌ | ❌ | ❌ | ❌ |
| Archived | ✅ | ❌ | ❌ | ❌ | ❌ |
Sorting and Filtering
Sorting
Click column headers to sort:
- Click once for ascending order
- Click again for descending order
- Default sort is by Last Updated (newest first)
Filtering
Use the search bar to filter templates:
- Type keywords to filter results
- Results update automatically
- Clear the search to show all templates
User Information
The grid shows user information for:
- Created By: The user who originally created the template
- Edited By: The user who made the last edit
- Published By: The user who submitted for approval
Each user cell displays:
- User avatar (initials or image)
- User name
Pagination
For large template collections:
- Grid uses server-side pagination
- Scroll to load more results automatically
- Results are fetched in batches for performance
Refreshing Data
To refresh the templates list:
- Click the Refresh button next to the search bar
- Or reload the page
This fetches the latest data from the server, including:
- New templates created by other users
- Status changes from Meta reviews
- Recent edits and deletions
Best Practices
- Regular cleanup: Delete unused draft templates
- Naming conventions: Use consistent naming for easy searching
- Status monitoring: Check pending templates regularly
- Documentation: Use descriptions to explain template purpose
- Version tracking: Note changes when editing rejected templates