Practive allows you to create and manage WhatsApp message templates directly within the software. These templates can be used to send both automated and manual messages to your clients.

This guide explains the step-by-step process to add a WhatsApp template, along with important guidelines to ensure approval from Meta.

The instructions are given below in numbered order.

Steps to Add a WhatsApp Template

• Go to Settings > Communication Settings.

• Open the WhatsApp tab.

• Click + New (located next to the Message Templates heading).

• Fill in the template details:

1. Category – Select one:

   • Utility – For transactional or informational messages.

   • Marketing – For promotional or advertising content.

2. Template Name – Must be in lowercase and do not use spaces; use an underscore _ instead. (Example: task_reminder)

3. Language – Choose the language from the dropdown list.

4. Insert Variables (Optional) –

   • Use the Insert Variable dropdown to add placeholders like {CLIENT_NAME}.

   • Variables will automatically be replaced with actual values when sending messages.
     Example: {CLIENT_NAME} will be replaced with the client’s name.

5. Body: Compose the Message 
   a. Write your message in the selected language.
   b. Include variables where needed.
   c. Keep the message clear, grammatically correct, and respectful.

6. Add a Button (Optional) – Click Add Button to include interactive options:

   • Quick Reply

   • Visit Website

   • Call Phone Number

7. Button Text – Enter the button label.

8. URL or Phone Number –

   • For Visit Website: Enter the website link.

   • For Call Phone Number: Enter the phone number.

Important Notes & Guidelines

Template Approval & Categories

• After saving, template approval from Meta may take up to 24 hours, but is usually decided within 10 minutes.

• Meta may change the template category after approval, based on its AI and algorithms.

• Including links, phone numbers, or contact details may cause the template to be categorized as Marketing (which has higher charges).

• Use clear and grammatically correct language.

• Use a maximum of three variables in a single template.

• Avoid placing variables continuously without any text in between.

Editing Restrictions

• Some templates cannot be edited once created.

• Some templates may only be edited once or twice.

• Avoid frequent edits, as they may affect approval and account health.

• Create or edit only 2–3 templates per day.

• Avoid repeated or back-to-back creation or editing attempts.