# WhatsApp Templates

The **WhatsApp Templates** feature in Squarebox allows you to create pre-approved message templates for effective customer communication. Templates can be used for marketing, utility messages, or authentication. Follow these steps to create and manage your templates.



### **Step 1: Navigate to the Manage Templates Section**

1. Go to the **WhatsApp Template > Manage Templates** section in the sidebar.
2. Click on the **Add New Template** button in the top-right corner.

<figure><img src="https://2070687034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbrBIFvYkx0aJHsYSE7v0%2Fuploads%2FwMhjZZkq7sK7yyKQz7Kv%2FScreen%20Cast%202024-12-11%20at%208.44.33%20PM.gif?alt=media&#x26;token=416b0626-0604-434b-b939-4b0492e6409e" alt=""><figcaption><p><em>GIF showing navigation to the "Manage Templates" section and clicking "Add New Template.</em></p></figcaption></figure>

### **Step 2: Choose Template Type**

1. **Category Selection**:
   * Select the category that best describes your message:
     * **Marketing**: For promotions, offers, and announcements.
     * **Utility**: For order updates, feedback requests, etc.
     * **Authentication**: (Coming Soon) For OTPs and secure communication.
2. **Template Type**:
   * Choose the type of message:
     * **Custom**: Standard text/image templates.
     * **Catalogue**: (Coming Soon) Templates for product catalogs.
     * **Flows**: (Coming Soon) For surveys or form-based interactions.
     * **Order Details**: (Coming Soon) For order-specific communications.

<figure><img src="https://2070687034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbrBIFvYkx0aJHsYSE7v0%2Fuploads%2FOxKi8vSQCCJObYrB6Q6j%2FScreen%20Cast%202024-12-11%20at%208.45.15%20PM.gif?alt=media&#x26;token=21b9b00c-8a62-44f5-a16a-29e4f298fa73" alt=""><figcaption><p><em>GIF showing selecting the category and type of template.</em></p></figcaption></figure>

### **Step 3: Add Details and Submit for Approval**

1. **Template Details**:
   * **Template Name and Language**:
     * Provide a unique name for your template (e.g., "Promo\_Offer\_December").
     * Select the language for the message (e.g., English, Hindi).
   * **Message Content**:
     * **Header**: Add a title or subject (optional).
     * **Body**: Compose the main message with text or variables (e.g., \{{CustomerName\}}).
     * **Footer**: Add a closing line or disclaimer (optional).
     * **Button**: Include a call-to-action (e.g., Visit Website, Call Now).
   * Use the **Preview Pane** on the right to verify how the template will appear to recipients.\

2. **Submit for Approval**:
   * Once all fields are complete, click **Submit for Approval**.
   * The template status will appear as **Pending** until it is reviewed and approved by WhatsApp.

<figure><img src="https://2070687034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbrBIFvYkx0aJHsYSE7v0%2Fuploads%2FeFgYXwuTNJaAwJDsrZWD%2FScreen%20Cast%202024-12-11%20at%208.48.11%20PM.gif?alt=media&#x26;token=3607fc2d-1467-4ba8-a417-0fc83ee33f6a" alt=""><figcaption><p><em>GIF showing the fields being filled out and the preview updating.</em></p></figcaption></figure>

## **Managing Templates**

1. **View Template Status**:
   * Check the status of your templates (e.g., Approved, Pending) in the **Manage Templates** dashboard.&#x20;

<figure><img src="https://2070687034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbrBIFvYkx0aJHsYSE7v0%2Fuploads%2FV9uB1RvIAvSlnZk7e6CN%2FScreenshot%202024-12-11%20at%208.57.12%20PM.png?alt=media&#x26;token=1be1b14e-b2c1-4e8d-8600-f5af728f34a2" alt=""><figcaption><p><em>Screenshot showing the template list with their statuses</em></p></figcaption></figure>

1. **Delete Templates**:
   * Click the **More Options (⋮)** next to a template to delete it.

<figure><img src="https://2070687034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbrBIFvYkx0aJHsYSE7v0%2Fuploads%2FTong0bZXve7orNaWSpLr%2FScreen%20Cast%202024-12-11%20at%208.59.29%20PM.gif?alt=media&#x26;token=2121a29a-e189-41f3-bf63-6a9f8f8b0bbb" alt=""><figcaption></figcaption></figure>

