WhatsApp Templates — Cloodot Docs

Sync, create, and manage WhatsApp Business message templates for campaigns and automation.

WhatsApp Templates are pre-approved message formats from WhatsApp Business that you use for outbound messages and campaigns. They're shared across your organization.

Opening the Templates page

Path: Settings → Presets → WhatsApp Templates

On this page you'll see:

Top actions:
- Go to Campaigns — Opens the Campaigns page where you can use templates for WhatsApp campaigns.
- Create Template — Opens the template builder.
Template list:
- Search bar to find templates by name (title only).
- Channel filter to show templates for All channels or a specific WhatsApp Business account.
- A table with:
  - Name — Template name in snake_case.
  - Business Account — WhatsApp Business Account where the template lives.
  - Category — Marketing or Utility.
  - Status — APPROVED, PENDING, or REJECTED.
  - Language — Template language (for example: en_US, ar_AE).
  - Created At — When the template was created.
  - Actions — Preview button that opens a full WhatsApp preview drawer.

Select templates using the checkboxes to bulk delete.

Syncing templates from WhatsApp

When you open WhatsApp Templates:

Cloodot automatically syncs templates from your connected WhatsApp Business accounts once.
Sync manually any time using the Sync templates button:
- Optionally filter by a specific WhatsApp channel (Business Account).
- Click Sync templates to pull the latest templates from Meta.

WhatsApp controls template statuses:

APPROVED — Ready to use in campaigns and outbound messages.
PENDING — Under review; wait for WhatsApp to approve or reject it.
REJECTED — Rejected by WhatsApp; create a new version that follows their policies.

Creating a new WhatsApp template

Path: Settings → Presets → WhatsApp Templates → Create Template

The template builder is a 2-step wizard:

Setup Template (basic information)
Edit Template (header, body, footer, buttons)

Step 1: Setup Template

The Setup Template step defines how the template registers with WhatsApp:

Template name:
- Must be snake_case — lowercase letters, numbers, and underscores only.
- Cloodot automatically converts or removes spaces and invalid characters.
- Example: order_update, service_pricing_2025.
Category:
- Marketing — Promotions, announcements, offers, campaigns.
- Utility — Updates about existing orders, accounts, or transactions.
Type (sub-category):
- For Marketing:
  - Custom — Standard single-message template.
  - Media Carousel — Template with a carousel of image/video cards (for product catalogs, galleries, etc.).
- For Utility:
  - Custom — Standard single-message template.
Language:
- Choose the language that matches your template copy (for example: English, Arabic, Hindi).

After this step, move to Edit Template to design the actual content.

Step 2: Edit Template (components)

For Custom templates, the Edit Template step includes:

Header (optional):
- Select header type: None, Text, Image, Video, or Document.
- The appropriate field appears below based on your selection:
  - Text: Enter header text (up to 60 characters). You can use variables like {{variable_name}} (snake_case) and must provide a sample value for review.
  - Image: Upload Image field appears.
  - Video: Upload Video field appears.
  - Document: Upload Document field appears.
  - None: No header field shows.
Message body text (required):
- Main message text your customer reads.
- Supports WhatsApp markdown formatting (bold, italic, strikethrough) using characters like *, _, and ~.
- Insert variables like {{name}} or {{order_id}}:
  - Each variable must be snake_case.
  - Define sample values for variables to help WhatsApp review the template.
Footer (optional):
- Short line of text that appears below the body (for example: "Reply STOP to unsubscribe.").
- Maximum 60 characters.
Buttons (optional, up to 10 total):
- Add up to 10 buttons total with the following limits:
  - Quick Reply — As many as you like, up to the 10-button total.
  - Visit Website (URL) — Maximum 2 buttons.
  - Call Phone Number — Maximum 1 button.
  - Copy Code — Maximum 1 button. Provide:
    - Button text: The text on the button (fixed as "Copy offer code").
    - Offer code: The code copied when the customer taps (maximum 15 characters, e.g., "SAVE20" or "WELCOME50").
- Button texts must be unique within the template.

Creating a Media Carousel template

When you select Media Carousel as the template type in Step 1, Step 2 (Edit Template) follows a specific flow:

Message body text (required):
- The main message text that appears before the carousel.
- Supports WhatsApp markdown formatting (bold, italic, strikethrough).
- Add variables like {{name}} or {{order_id}} (snake_case).
Media type and buttons:
- Media type: Choose Image or Video (applies to all cards).
- Buttons: Button types synchronize across all cards:
  - Quick Reply — Maximum 2 buttons.
  - Visit Website (URL) — Maximum 1 button.
  - Call Phone Number — Maximum 1 button.
- Important: Add up to 2 buttons total; at least 1 is required.
- For each button type:
  - Quick Reply: Enter the quick reply text (e.g., "Yes, I'm interested").
  - URL Button: Enter button text, select URL type (Static or Dynamic), and provide the website URL. For dynamic URLs, add one variable at the end (e.g., https://www.example.com/{{name}}) and provide a sample URL for review.
  - Phone Number Button: Enter button text, select country code, and enter the phone number.
Customize carousel cards:
- Note: Header types and buttons sync across all cards. Changing the header type or adding/removing buttons in one card applies to all cards automatically.
- For each card:
  - Upload Image/Video: Upload the media file for this card (based on the media type selected above).
  - Card body text: Text content for this specific card (supports markdown and variables).
  - Button data: Configure details (text, URLs, phone numbers) for each button on this card. The button types are already set; you fill in the specific values here.
- The Add Card button shows the current count (e.g., "Add Card (2/10)"). Add up to 10 cards; minimum 2.
Bottom actions:
- Back — Return to Step 1.
- Create Template — Submit the template.
Confirmation dialog:
- Clicking Create Template opens a confirmation dialog:
  - Title: "Create WhatsApp Template"
  - Message: "Are you sure you want to create this template? Once created, it will be submitted to WhatsApp for review."
  - Actions: Cancel or Create Template (submits the template).

Previewing templates

From the template list:

Click the Preview icon in the Actions column.
A drawer opens with a full WhatsApp-style preview:
- Header media or text.
- Body content with variables highlighted.
- Footer.
- Buttons or carousel cards (for Media Carousel templates).

Use this preview to verify that your template looks correct before using it in campaigns.

Deleting templates

If you no longer need certain templates:

Select one or more templates using the checkboxes in the table.
A bottom action bar shows how many are selected.
Click Delete and confirm.

After deletion:

Cloodot removes the templates from the list.
They're no longer available for new campaigns or automations (messages already sent aren't affected).