WhatsApp Settings

Manage the WhatsApp Business API connection and message templates from WhatsApp Settings.

Open WhatsApp Settings

Go to Settings → Organization → WhatsApp to manage your WhatsApp connection and templates.

Connect WhatsApp

If WhatsApp isn't connected yet:

1. Click Connect WhatsApp or Add Channel.
2. Follow the wizard to link your WhatsApp Business account.
3. You'll need:
   • A Meta Business account
   • A WhatsApp Business account
   • A payment method set up in Meta Business Suite

For step-by-step instructions, see Connect WhatsApp.

Manage message templates

WhatsApp requires approved templates for certain message types. Manage them from the WhatsApp settings page.

View templates

• Every approved WhatsApp template
• Status — approved, pending, or rejected
• Template usage and expiration dates

Create a template

1. Click Create Template or New Template.
2. Fill in:
   • Name — a unique identifier
   • Category — Marketing, Utility, or Authentication
   • Language — template language
   • Content — your message
   • Variables — placeholders for dynamic content (e.g. {{1}})
3. Submit for Meta's approval.

Note — approval can take 24–48 hours. You'll be notified when the template is approved or needs changes.

WhatsApp Business features

• Message templates — create and manage approved templates
• Media support — send images, documents, and other media
• Two-way messaging — keep conversations going with customers
• Read receipts — see when messages are delivered and read

Get templates approved

• Comply with policy — follow WhatsApp's Business Policy.
• Be clear — keep template copy concise.
• Use variables — personalize messages without spinning up dozens of templates.
• Review regularly — update templates so they stay relevant.

Troubleshooting

Template rejected

Read Meta's rejection reason, then:

1. Edit the template to address the issue.
2. Resubmit for approval.

Connection issues

If you can't connect:

• Confirm your Meta Business account has the right permissions.
• Confirm your WhatsApp Business account is active.
• Check that a payment method is set up in Meta Business Suite.

For more help, see the WhatsApp Channel Guide or contact support.