WhatsApp Settings

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

Open WhatsApp Settings

1. Go to Settings → Organization → WhatsApp.
2. You'll see options to manage your WhatsApp connection and templates.

Connect WhatsApp

If you haven't connected WhatsApp yet:

1. Click Connect WhatsApp or Add Channel.
2. Follow the connection 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 detailed connection instructions, see Connect WhatsApp.

Manage message templates

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

View templates

• See all your approved WhatsApp templates
• Check template status (approved, pending, rejected)
• Review template usage and expiration dates

Create a template

1. Click Create Template or New Template.
2. Fill in the template details:
   • Name — A unique identifier for your template
   • Category — Choose Marketing, Utility, or Authentication
   • Language — Select the template language
   • Content — Write your message content
   • Variables — Add placeholders for dynamic content (for example, {{1}})
3. Submit for approval to Meta.

Note: Template approval can take 24-48 hours. You'll be notified when your template is approved or if changes are needed.

WhatsApp Business features

• Message templates — Create and manage approved message templates
• Media support — Send images, documents, and other media types
• Two-way messaging — Engage in conversations with customers
• Read receipts — See when messages are delivered and read

Writing templates that get approved

• Compliance — Make sure templates comply with WhatsApp's Business Policy
• Clear messaging — Keep template messages clear and concise
• Variables — Use variables wisely to personalize messages without creating too many templates
• Regular review — Update templates periodically to keep them relevant

Troubleshooting

Template rejected

Review the rejection reason from Meta, then:

• Make the changes needed to comply with policies
• Resubmit the template for approval

Connection issues

If you can't connect:

• Verify your Meta Business account has the necessary permissions
• Make sure your WhatsApp Business account is active
• Check that a payment method is set up in Meta Business Suite

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