WhatsApp Smart Templates | Media SaleX CRM
Smart Templates (WhatsApp Templates)
Templates are the primary key to initiating contact with your customers via WhatsApp. These templates must be approved by Meta to ensure your messages are delivered and to protect your account from being banned.
From WhatsApp settings (Settings > WhatsApp > Templates), create a new template that includes the message text and custom variables.
After submitting, Meta reviews the template to ensure compliance with policies; once approved, you can start using it.
Use variables like {{1}} so the platform can automatically insert the customer’s name or any relevant data into the message to make it look personal.
Once approved, the templates will appear ready for selection when setting up broadcast campaigns or automation workflows.
Assistant Tip
Remember: If a customer sends a message first, there is no need to use approved templates during the 24-hour window; you can reply with free-form messages directly.
Talk to Media SaleX AI Assistant
Do you need help drafting a template and getting it approved by Meta? The Media SaleX assistant is with you step by step.