WhatsApp Template Management

Create and Manage WhatsApp Message Templates

Prepare personalised messages for your next WhatsApp broadcast. Create templates, submit them for Meta review, and use approved campaign templates with saved contacts or uploaded CSV/XLSX data.

  • Marketing, Utility & Authentication
  • Personalised Variables
  • Media & Interactive Buttons
  • Meta Approval Tracking
New WhatsApp template
Template nameorder_ready_notice
LanguageEnglish
Category
MarketingUtilityAuthentication
Hi {{first_name}}, your order {{order_number}} is ready for delivery.
Product workflow

From Template Creation to WhatsApp Broadcast

Follow one message from its first draft to a personalised campaign. Explore each step to see how it comes together in Robofy.

1. Create

Create your template

Choose a category and language, then bring your message together with text, variables, and buttons.

A reusable message, ready for review

2. Review

Submit for Meta review

Send your completed template for review. Follow its submission status while Meta checks your message.

One place to follow your submission

3. Approval

Keep approval in view

See which templates are approved, pending, or rejected. Choose an approved message when you’re ready to build a campaign.

Know which templates are ready to use

4. Audience

Choose your audience

Use your saved Robofy contacts or upload a CSV/XLSX file to bring customer data into your campaign.

Your customer data, in one audience

5. Variables

Make every message personal

Connect template variables to customer fields or fixed values. Set supported fallbacks for missing details.

One template, personalised for each contact

6. Send

Bring it into your broadcast

Use your approved template and selected audience to prepare a personalised WhatsApp broadcast.

Your message and audience, together
Create new templateExample
Template nameorder_ready_notice
LanguageEnglish (US)
CategoryUtilityMarketingAuthentication
Message body
Hi {{first_name}}, your order {{order_number}} is ready for delivery.
+ Header+ Footer+ Buttons
Message preview

Hi Priya, your order RF-1842 is ready for delivery.

Track order

Robofy does not guarantee Meta approval. Meta reviews submitted templates and makes the final approval decision.

Template categories

Choose the Right Template for Every Conversation

Robofy supports Marketing, Utility, and Authentication WhatsApp template categories so you can create messages based on their actual purpose.

Marketing Templates

Create templates for promotions, offers, product announcements, launches, reminders, and other marketing conversations.

Utility Templates

Keep customers informed about transactions, orders, bookings, deliveries, appointments, and other service-related updates.

Authentication Templates

Create templates used for verification and one-time password flows. Authentication is a verification use case, not a promotional broadcast.

Meta reviews submitted templates and determines their final category and approval. Choose the category that matches the purpose of the message; Meta makes the final decision.

Message composition

Build Messages Your Way

Configure the message structure, personalisation, and actions your customers will see - then submit for Meta review.

Personalise with variables

Hi {{first_name}}, your order {{order_number}} is ready.

Add rich content

Image, video, document or text header for supported template types.

Add customer actions

Quick Reply, Visit Website, or Call Number. Available buttons vary by template type.

Choose type & language

Marketing, Utility or Authentication, in the language you submit for Meta review.

Robofy checks supported configuration requirements before submission. Meta makes the final approval decision.

Template library

See Which Templates Are Ready to Use

Manage your WhatsApp template library and quickly understand the approval status of each template.

WhatsApp templates

Example library for illustration

Ready 3In review 1Needs attention 1
Template nameCategoryLanguageMediaStatus
order_ready_noticeYour order is ready for delivery.UtilityEnglishNoneApproved
spring_collectionExplore the latest arrivals.MarketingEnglishImageApproved
verify_login_otpVerification code. Do not share.AuthenticationEnglishNoneApproved
appointment_reminderYour booking is tomorrow.UtilityEnglishNonePending
weekend_flash_offerLimited-time offer copy.MarketingEnglishImageRejected

Approved

The template has been approved by Meta and can be used in supported sending workflows.

Pending

The template is currently awaiting Meta review.

Rejected

The template was not approved and may need to be reviewed or revised.

Each template can show its name, category, language, message content, media type where applicable, and approval status.

This overview shows the templates associated with the selected WhatsApp Business Account.

Personalised broadcast

Turn an Approved Template Into a Personalised Broadcast

Use the same approved template across your audience while automatically inserting the right customer information into every message. Approved campaign templates can be personalised using contacts stored in Robofy or customer data uploaded through CSV/XLSX files.

1. Template and audience

Select an approved WhatsApp template, then use contacts saved in Contact Management or upload a CSV/XLSX file.

order_ready_noticeUtility · Approved
Selected
Hi {{first_name}}, order {{order_number}} is ready.
Contact Management
Upload CSV/XLSX

2. Map data and variables

When a spreadsheet is uploaded, match columns to Robofy contact fields. Then connect template variables to that data or a supported fixed value.

Customer NameFirst Name
MobilePhone Number
Order IDCustom Contact Field
{{first_name}}Contact First Name
{{order_number}}Order Number

If {{first_name}} is unavailable, use “Customer”. Fallbacks keep mapped values defined.

3. Personalised messages

The same approved template becomes a different message for each recipient, then continues into the WhatsApp Broadcast Campaign workflow.

Priya SharmaHi Priya, order RF-1842 is ready.
Arjun MehtaHi Arjun, order RF-1901 is ready.
Missing first name → fallbackHi Customer, order RF-2044 is ready.

Select an approved template

Only templates that have passed Meta review are ready for sending workflows.

Map imported CSV/XLSX data

Spreadsheet “Customer Name” → First Name, “Mobile” → Phone Number, “Order ID” → a custom contact field.

Send the campaign

After mapping, the approved template can be used in the WhatsApp Broadcast Campaign workflow.

FAQ

Frequently Asked Questions

Product facts about WhatsApp Business message templates, variables, and Meta approval.

What is a WhatsApp message template?

A WhatsApp message template is a reusable message format submitted to Meta for approval. Templates can contain supported text, variables, media, and interactive components depending on their category.

Which WhatsApp template categories can I create in Robofy?

Robofy supports Marketing, Utility, and Authentication templates. The category should match the purpose of the message, and Meta makes the final category and approval decision.

Can I personalise WhatsApp templates?

Yes. You can add variables to supported template content and map those variables to customer information when preparing a campaign.

Can I use my existing customer data?

Yes. You can use contacts stored in Robofy Contact Management or upload customer data using CSV/XLSX files.

How does CSV/XLSX mapping work?

When customer data is uploaded, spreadsheet columns can be mapped to the corresponding Robofy contact fields. Template variables can then be mapped to those contact fields or supported fixed values.

What happens when customer information is missing?

For supported contact-field mappings, you can configure fallback values so the message has a defined replacement when customer data is unavailable.

Can I see whether Meta approved my template?

Yes. Template Management shows templates according to their status, including Approved, Pending, and Rejected. You can also sync templates associated with your WhatsApp Business Account.

Does Robofy guarantee WhatsApp template approval?

No. Robofy helps validate supported template requirements before submission, but Meta reviews templates and makes the final approval decision.

Create Your Next WhatsApp Template

Build your message, personalise it with customer data, track Meta approval, and use approved templates in your WhatsApp campaigns.

Create a WhatsApp template and track Meta approval.

Create WhatsApp TemplateView Plans