
Before you start
Have these ready:- A clear purpose for the message (offer, reminder, confirmation).
- Your copy in the target language.
- If you want a media header: an image, video, or PDF sample file (Meta reviews it).
- A valid template name — lowercase letters, digits, and underscores only.
Open the template builder
Step 1 — Name, category, language
Enter a template name
Up to 512 characters. Must match the pattern
^[a-z0-9_]+$ — lowercase letters, digits, and underscores only. No spaces, no capital letters, no dashes. Examples: welcome_message, order_confirmation, april_sale_2026.Pick a category
Choose Marketing or Utility. See Templates Overview for what each category means.
Step 2 — Header (optional)
The header appears at the top of the message. Choose one type:None
No header — the body is the first thing the recipient sees.
Text
Plain text header. Supports one variable like
{{1}}.Image
Upload a sample JPG or PNG.
Video
Upload a sample MP4.
Document
Upload a sample PDF.
For IMAGE / VIDEO / DOCUMENT headers, you upload a sample file during creation. Meta uses it for review. When you later send the template (in a campaign or chat), you can attach a different file of the same type.
Step 3 — Body (required)
The body is the main message text.Write your core message
Keep it clear, friendly, and on-brand. WhatsApp users expect direct, conversational text.
Add variables where you want personalisation
Insert
{{1}}, {{2}}, {{3}}… wherever you want a value swapped in at send time. Numbers must be sequential starting at {{1}}. See Dynamic Templates.Body formatting
WhatsApp supports basic rich formatting inside the body:*bold*renders as bold_italic_renders as italic~strike~renders with a line through- Triple backticks for monospace
- Line breaks — press Enter
Example body
{{1}}=Alex, {{2}}=A1042, {{3}}=Friday.
Step 4 — Footer (optional)
The footer is a small piece of grey text at the bottom of the message. Footers do not support variables. Typical uses:- Legal disclaimers — “Standard rates apply.”
- Opt-out instructions — “Reply STOP to unsubscribe.”
- Brand tagline.
Step 5 — Buttons (optional)
Xobito currently supports Quick Reply buttons on templates. Quick Reply buttons are tappable buttons that send a preset reply back to your WhatsApp number.Meta’s template platform supports other button types (URL, Phone Number) too, but the Xobito template builder is focused on QUICK_REPLY handling today. If you need URL or phone buttons, check the builder for availability in your version — if they are not shown, use plain text with a link inside the body instead.
- Order confirmation:
Confirm/Change delivery. - Appointment reminder:
I'll be there/Reschedule. - Quick survey:
👍 Good/👎 Bad.
Step 6 — Preview and save
Template lifecycle
Once submitted, your template is one of four statuses:
| Status | Meaning |
|---|---|
| DRAFT | Saved but not yet submitted. |
| PENDING | Meta is reviewing. |
| APPROVED | Usable immediately in campaigns, chat, and automations. |
| REJECTED | Meta rejected it. Review, edit, resubmit. |
- Check Meta Business Manager — rejection reasons appear there.
- Or contact support to pull the server-side logs.
Using an approved template
Once the status turns green (APPROVED), you can use the template in:- Live chat — send the template directly inside any conversation.
- Campaigns — pick it as the message for a broadcast. See Create a Campaign.
- Template bots — schedule it to send automatically on a trigger or delay.
- API — send via the
/messages/templateendpoint.
Tips for first-time template authors
Start with one simple template
Start with one simple template
Your first template should be a short plain-text message with no variables and no media. It’s the fastest path to approval and teaches you the flow.
Avoid ALL CAPS and too many emojis
Avoid ALL CAPS and too many emojis
Meta flags aggressive marketing language. 🎉🎉🎉 BIG SALE 50% OFF!!! is a near-guaranteed rejection.
Always add an opt-out footer for Marketing templates
Always add an opt-out footer for Marketing templates
Name templates meaningfully
Name templates meaningfully
welcome_new_customer_en is clearer than t1 or test_v3 — you’ll thank yourself later.Plan versioning up front
Plan versioning up front
Approved templates cannot be edited — you create a new template instead. Adopt a naming convention like
_v2 from the start.Next steps
Dynamic templates
Personalise the message per recipient using variables.
Meta approval
Understand how reviews work and why templates get rejected.
Variables & media
Full reference for headers, media, and variable rules.
Run a campaign
Put your approved template to work.