Create or sync in Meta
Draft templates in Meta Business Manager or WhatsApp Manager; wait for approval before using them in campaigns.
Resource
Understand Meta-approved templates, categories, and how the CRM uses them for outbound messages.
Overview
WhatsApp restricts most business-initiated messages to pre-approved templates. Marketing, utility, and authentication templates each have different rules. The workspace lists templates synced from your WhatsApp Business Account and binds them to broadcasts and automation steps — it does not bypass Meta review.
Steps
Draft templates in Meta Business Manager or WhatsApp Manager; wait for approval before using them in campaigns.
Pull the latest template library into Settings → WhatsApp so agents pick from current approved versions.
Map contact fields to template placeholders at send time — invalid variables cause delivery failures.
Marketing templates cannot masquerade as utility messages. Match template category to message intent.
FAQ
Not for business-initiated outreach. Customers must message you first for session messages, or you must use an approved template for outbound starts.
It will not appear as sendable in the CRM until Meta approves a revised version. Fix policy issues in Meta, then sync again.
Create a workspace when you are ready to connect WhatsApp and run these workflows in the live CRM.