> ## Documentation Index
> Fetch the complete documentation index at: https://docs.masivo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp templates

> Learn how to create and manage WhatsApp templates in Masivo

## What you'll learn

By the end of this guide, you'll know how to create template messages, get
them approved, and use them in campaigns and journeys.

<Note>
  Before creating templates, configure your WhatsApp channel in
  [WhatsApp settings](/guides/settings/whatsapp).
</Note>

## Step 1: Access WhatsApp templates

Navigate to **Marketing Automation > WhatsApp templates**.

Click **New WhatsApp template** to create your first template.

## Step 2: Define your template foundation

Start by organizing your template so it is easy to find and reuse later.

* **Name**: Use clear names like `Cart Recovery - 1 hour`.
* **Description**: Add context about when this template is sent.
* **Brand**: Select the correct brand if you manage multiple brands.
* **Template ID**: Use a stable identifier (lowercase, numbers, underscores).
* **Category**: Choose the right type (`MARKETING`, `UTILITY`,
  `AUTHENTICATION`).
* **WhatsApp phone number**: Pick the sending number for this template.

<Frame caption="Test push notifications">
  <img src="https://mintcdn.com/trd/4nbrUog9mFCqk0sE/images/whatsapp/whatsapp-create.webp?fit=max&auto=format&n=4nbrUog9mFCqk0sE&q=85&s=90652d27b0b2304ef2901368ca46715d" width="1916" height="910" data-path="images/whatsapp/whatsapp-create.webp" />
</Frame>

## Step 3: Build the message content

Create the content based on your selected category:

* **Header**: Optional text or media (depending on category rules).
* **Body**: Main message content with dynamic variables where needed.
* **Footer**: Optional supporting text.
* **Buttons**: Quick replies, URLs, phone actions, or copy code (when
  supported).

Use variables to personalize messages, but keep content compliant with WhatsApp
template guidelines.

<Frame caption="Test push notifications">
  <img src="https://mintcdn.com/trd/4nbrUog9mFCqk0sE/images/whatsapp/whatsapp-template.webp?fit=max&auto=format&n=4nbrUog9mFCqk0sE&q=85&s=a6aa790c12a63fbaf90aec76a03a4562" width="1901" height="918" data-path="images/whatsapp/whatsapp-template.webp" />
</Frame>

## Step 4: Submit and monitor approval status

When you save a template, Masivo submits it to Meta and tracks approval status.

Common statuses:

* **PENDING**: Submitted and waiting for review.
* **APPROVED**: Ready to use in sends and journeys.
* **REJECTED**: Needs edits before re-submission.

<Note>
  Templates must be approved before you can send tests or schedule WhatsApp
  campaigns.
</Note>

## Step 5: Test and schedule WhatsApp campaigns

After approval, use template actions to validate and launch sends.

* **Send test**: Confirm formatting, variables, and button behavior.
* **Schedule**: Select audience and delivery time for campaign execution.

<Frame caption="Test push notifications">
  <img src="https://mintcdn.com/trd/4nbrUog9mFCqk0sE/images/whatsapp/whatsapp-sent-test.webp?fit=max&auto=format&n=4nbrUog9mFCqk0sE&q=85&s=95f85323f64df5d48288f305deeffb62" width="463" height="250" data-path="images/whatsapp/whatsapp-sent-test.webp" />
</Frame>

## Step 6: Use templates in journeys and analytics

You can also use approved templates inside journeys with the
**Send WhatsApp message** action.

Then monitor performance in **Analytics > WhatsApp** to track delivery, read
rate, link opens, and attributed outcomes.

<Frame caption="Test push notifications">
  <img src="https://mintcdn.com/trd/4nbrUog9mFCqk0sE/images/whatsapp/whatsapp-analytics.webp?fit=max&auto=format&n=4nbrUog9mFCqk0sE&q=85&s=fd36937c24c142bf850bde86a36b7680" width="1907" height="921" data-path="images/whatsapp/whatsapp-analytics.webp" />
</Frame>

## What you've accomplished

<Check>
  You've created a reusable approved template and enabled campaign and journey
  execution through Masivo's marketing automation flow.
</Check>

## Next steps

* Configure channel setup in [WhatsApp settings](/guides/settings/whatsapp)
* Learn how to automate sends in [Journeys](/guides/create-journeys)
* Personalize message content with
  [template variables](/guides/using-template-variables)
* Export performance data with [Analytics Exports](/guides/analytics-exports)

## Related architecture

* [Marketing & destinations](/resources/data-architecture#marketing-destinations) — How WhatsApp templates are delivered in journeys and audience sends