Before You Begin - Access to the BotSailor dashboard.
- A WhatsApp account available in Chatbot Manager.
- A template name, locale, category, and the message content you want to send.
- A valid payment method configured in your Meta WhatsApp Business Account. Meta may charge for template messages, so billable template messages may fail if a valid payment method is not available. BotSailor also advises configuring the Meta payment method for template messaging.
- Meta approval is required before the template can be used. After you create and submit the template, wait until its status changes to Approved. Approval often takes a few minutes or hours, although in some cases it may take up to 24 to 48 hours.
- Understand the WhatsApp 24-hour messaging window. Within 24 hours of a customer's last message, you can normally send free form messages. After that 24-hour window closes, you must use a Meta approved WhatsApp message template to contact the customer again.
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Part 1: Open and Start a Message Template
Step 1: Open Message Templates Log in to BotSailor and follow this path: Dashboard → Chatbot Manager → Select WhatsApp account → Automation → Message Templates |
Step 2: Create a New Template Click Create and select General Template to begin creating a template with BotSailor's Flow Block. |
Message Templates area and the General Template option
Part 2: Configure and Build the Template
Step 3: Enter the Template Information Complete the required template fields before building the message. - Template Name
- Locale
- Template Category
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Required Fields Fields marked with an asterisk (*) are mandatory and cannot be left empty. |
Step 4: Build the Template Use the Flow Block to add and organize the message content you want to send through WhatsApp. The example shown below includes a message body, footer text, action buttons, and template variables. |
Step 5: Check the Preview As you create the template, the output appears on the right side of the panel. Review the preview to make sure the message looks correct. |
Flow Block configuration with the WhatsApp message preview
Step 6: Save the Template After completing all required fields and reviewing the preview, save the template. |
Verification: Confirm the Template Is Ready
Check the Saved Template Return to the Message Templates area and confirm that your new template has been saved. The template is now ready to support your WhatsApp automation workflow. |
Template Ready Your WhatsApp message template is now ready for use in an automation workflow. |
Common Troubleshooting
Error: The template cannot be saved
• Fix:Check every field marked with an asterisk (*) and complete any missing Template Name, Locale, or Template Category information.
Error: The preview does not look correct
• Fix:Review the content and order of the items in the Flow Block, then check the preview again before saving.
Error: The General Template option is difficult to find
• Fix:Open Message Templates, click the arrow beside Create, and select General Template from the menu.
Next Steps
Continue building your WhatsApp automation by:
- Creating templates for other recurring customer messages
- Using the saved template in a WhatsApp automation workflow
- Reviewing the preview whenever you update template content
