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WhatsApp services

WhatsApp message templates

Draft a Meta template payload, submit it for approval, sync approved templates, and use them in Scheduler or workflows.

Business usersMarketing teamsAutomation buildersBeginnerAvailable

What this guide covers

  • Templates are Meta-reviewed WhatsApp message formats used when an approved template is required, including conversations outside the 24-hour customer-service window.
  • Prerequisites: A connected WhatsApp number.
  • Result: The template is listed as APPROVED for the selected number and can be selected by matching message features.
  • Limit: Yanola does not submit or approve the template directly and does not expose native template version management. The helper produces a payload for Meta.

What this is and when to use it

Templates are Meta-reviewed WhatsApp message formats used when an approved template is required, including conversations outside the 24-hour customer-service window.

When to use WhatsApp message templates
Use it whenExpected outcome
You need to initiate a WhatsApp conversation.The template is listed as APPROVED for the selected number and can be selected by matching message features.
You need repeatable utility, marketing, or authentication content.The template is listed as APPROVED for the selected number and can be selected by matching message features.

Before you begin

  1. A connected WhatsApp number.
  2. Access to the correct Meta Business Manager.
  3. Meta approval for the exact name, language, and components.

Complete the task

  1. Open Agent Project → Templates and select the Sender.
  2. Use Create Template to draft name, category, language, body, optional header, and footer.
  3. Copy the payload and submit it in Meta Business Manager.
  4. After Meta approves it, return to Yanola and select Sync approved templates.
  5. Use the synced template from Scheduler or a Send Template node.

Confirm it worked

  1. The template is listed as APPROVED for the selected number and can be selected by matching message features.

Common problems

WhatsApp message templates troubleshooting
SymptomWhat to check
Template is missingVerify the selected number and Meta account, then sync again.
Template is rejected or pausedResolve the reason in Meta; Yanola cannot override provider approval status.

Current limitations

Yanola does not submit or approve the template directly and does not expose native template version management. The helper produces a payload for Meta.

Where to go next