Set up a WhatsApp message template in the Comify dashboard through the 3-step wizard, add components and buttons, and submit it to Meta for approval.
WhatsApp templates are pre-formatted messages used to start conversations with customers. Every WhatsApp template must be approved by WhatsApp (Meta) before it can send. In Comify you build the template through a 3-step wizard and submit it for review from one place.
This is a dashboard walkthrough. Screens are captured from cloud.comify.io → Template Manager → Manage Templates → WhatsApp.
Open Template Manager → WhatsApp to reach the WhatsApp Templates list. It shows a provider/account selector, Category and Status filters, and columns for Template Name, Provider, Language, Category, Status, and Last Updated.
WhatsApp Templates list — account selector, filters, and the connect gate
If you see “No WhatsApp Account Connected,” you must add a WhatsApp account (WABA) before creating templates. Once connected, select the account from the selector at the top of the list — the create flow needs it. See WhatsApp Providers.
Click Create Template to open the wizard. The stepper shows Set up template → Edit template → Submit for review.Choose the Category that matches your message, then the message type.
Step 1 — Category and message type
Category — Meta reviews the template against this, so pick the one that matches the actual content:
Transactional updates tied to an action — order confirmations, shipping updates, reminders.
Authentication
One-time passcodes and login verification.
Message type — Default (message with media + CTA buttons) or Carousel (a swipeable set of cards). Additional types (Catalog, Flows, Order Details, Calling permissions request) are marked Coming soon.A live Template Preview on the right updates as you build. Click Continue.
This is where you write the template and assemble its components.
Step 2 — name, language, header, and body
1
Name your template and pick a language
Enter a template name (up to 512 characters) and select the language.
WhatsApp requires names to be lowercase with only letters, numbers, and underscores — for example order_shipped or otp_login.
2
Add a Header (optional)
Choose a header type: None, Text, Image, Video, or Document. A text header supports one variable; media headers attach an image, video, or file.
3
Write the Body (required)
Enter your message (up to 1024 characters). The toolbar offers emoji, bold, italic, strikethrough, and code, plus Add variable to insert placeholders for personalization.
4
Add a Footer (optional)
A short line of fixed text (up to 60 characters), e.g. “Reply STOP to opt out.” Footers can’t contain variables.
5
Add Buttons (optional)
Click Add button (up to 10). Button types:
Button
What it does
Custom
A quick-reply button that sends its label back as the reply.
Visit website
Opens a URL (can end with a variable for per-recipient links).
Call on WhatsApp
Starts a WhatsApp call.
Call phone number
Dials a phone number.
Complete Flow
Launches a WhatsApp Flow experience.
Copy offer code
Lets the recipient copy a promo code.
Footer and the Add button menu
Provide realistic sample values for any variables and media so the preview — and Meta’s reviewers — see representative content. Vague or empty samples are a common rejection reason.
When the body and components look right (confirm with the live preview), continue to Submit for review. Comify sends the template to WhatsApp (Meta), and the Status column on the list tracks its state.
Step 3 — Submit for review
Status
Meaning
Pending
Submitted and awaiting Meta’s review.
Approved
Live and ready to send.
Rejected
Not approved — fix the flagged issue and resubmit.
Only Approved templates can be sent or selected in a campaign. Editing an approved template’s content generally requires resubmission.
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The stepper shows `,_jsx(_components.strong,{children:`Set up template → Edit template → Submit for review`}),`.`]}),`\n`,_jsxs(_components.p,{children:[`Choose the `,_jsx(_components.strong,{children:`Category`}),` that matches your message, then the `,_jsx(_components.strong,{children:`message type`}),`.`]}),`\n`,_jsx(Frame,{caption:`Step 1 — Category and message type`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-02-setup.png?fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=08445e1301018fdbdd949d8521461f42`,alt:`WhatsApp wizard step 1`,\"data-og-width\":`1556`,width:`1556`,\"data-og-height\":`784`,height:`784`,\"data-path\":`images/whatsapp-02-setup.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-02-setup.png?w=280\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=ac95c87f1c74eef234f57a8783fd94b5 280w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-02-setup.png?w=560\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=ec50cedde7b9b484be5132911e0fab84 560w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-02-setup.png?w=840\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=a402c42e9f6ceeb1dc71f10352872fd8 840w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-02-setup.png?w=1100\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=3d959b450657a8734978699ae786b587 1100w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-02-setup.png?w=1650\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=5c07050ad941b6c8258278da6c2a7d73 1650w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-02-setup.png?w=2500\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=3130444bbeeb4447d944f19fded5f913 2500w`})}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Category`}),` — Meta reviews the template against this, so pick the one that matches the actual content:`]}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Category`}),_jsx(_components.th,{children:`Use it for`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Marketing`})}),_jsx(_components.td,{children:`Promotions, offers, announcements, newsletters, re-engagement.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Utility`})}),_jsx(_components.td,{children:`Transactional updates tied to an action — order confirmations, shipping updates, reminders.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Authentication`})}),_jsx(_components.td,{children:`One-time passcodes and login verification.`})]})]})]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Message type`}),` — `,_jsx(_components.strong,{children:`Default`}),` (message with media + CTA buttons) or `,_jsx(_components.strong,{children:`Carousel`}),` (a swipeable set of cards). Additional types (`,_jsx(_components.strong,{children:`Catalog`}),`, `,_jsx(_components.strong,{children:`Flows`}),`, `,_jsx(_components.strong,{children:`Order Details`}),`, `,_jsx(_components.strong,{children:`Calling permissions request`}),`) are marked `,_jsx(_components.em,{children:`Coming soon`}),`.`]}),`\n`,_jsxs(_components.p,{children:[`A live `,_jsx(_components.strong,{children:`Template Preview`}),` on the right updates as you build. Click `,_jsx(_components.strong,{children:`Continue`}),`.`]}),`\n`,_jsx(Heading,{level:`2`,id:`step-2-—-edit-template`,children:`Step 2 — Edit template`}),`\n`,_jsx(_components.p,{children:`This is where you write the template and assemble its components.`}),`\n`,_jsx(Frame,{caption:`Step 2 — name, language, header, and body`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-03-edit.png?fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=eea50e7f423aa2df5c5b4413627ed1b6`,alt:`WhatsApp wizard step 2`,\"data-og-width\":`1556`,width:`1556`,\"data-og-height\":`784`,height:`784`,\"data-path\":`images/whatsapp-03-edit.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-03-edit.png?w=280\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=6812b76b9ca0cdcdd2700bf2a9820d76 280w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-03-edit.png?w=560\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=76bb64e811ac40fbaafc5a67c1575bd5 560w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-03-edit.png?w=840\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=d1691ec1be33ac8c72d1c48cb35a8f91 840w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-03-edit.png?w=1100\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=2607da95a00d52eff4a2862d25a18356 1100w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-03-edit.png?w=1650\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=0f2e9cc53832e817735aaf8830ac61fe 1650w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-03-edit.png?w=2500\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=bdf341edd2a32e9c075d23ca8851969f 2500w`})}),`\n`,_jsxs(Steps,{children:[_jsxs(Step,{title:`Name your template and pick a language`,children:[_jsxs(_components.p,{children:[`Enter a `,_jsx(_components.strong,{children:`template name`}),` (up to 512 characters) and `,_jsx(_components.strong,{children:`select the language`}),`.`]}),_jsx(Warning,{children:_jsxs(_components.p,{children:[`WhatsApp requires names to be lowercase with only letters, numbers, and underscores — for example `,_jsx(_components.code,{children:`order_shipped`}),` or `,_jsx(_components.code,{children:`otp_login`}),`.`]})})]}),_jsx(Step,{title:`Add a Header (optional)`,children:_jsxs(_components.p,{children:[`Choose a header type: `,_jsx(_components.strong,{children:`None`}),`, `,_jsx(_components.strong,{children:`Text`}),`, `,_jsx(_components.strong,{children:`Image`}),`, `,_jsx(_components.strong,{children:`Video`}),`, or `,_jsx(_components.strong,{children:`Document`}),`. A text header supports one variable; media headers attach an image, video, or file.`]})}),_jsx(Step,{title:`Write the Body (required)`,children:_jsxs(_components.p,{children:[`Enter your message (up to 1024 characters). The toolbar offers `,_jsx(_components.strong,{children:`emoji, bold, italic, strikethrough,`}),` and `,_jsx(_components.strong,{children:`code`}),`, plus `,_jsx(_components.strong,{children:`Add variable`}),` to insert placeholders for personalization.`]})}),_jsx(Step,{title:`Add a Footer (optional)`,children:_jsx(_components.p,{children:`A short line of fixed text (up to 60 characters), e.g. “Reply STOP to opt out.” Footers can’t contain variables.`})}),_jsxs(Step,{title:`Add Buttons (optional)`,children:[_jsxs(_components.p,{children:[`Click `,_jsx(_components.strong,{children:`Add button`}),` (up to 10). Button types:`]}),_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Button`}),_jsx(_components.th,{children:`What it does`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Custom`})}),_jsx(_components.td,{children:`A quick-reply button that sends its label back as the reply.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Visit website`})}),_jsx(_components.td,{children:`Opens a URL (can end with a variable for per-recipient links).`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Call on WhatsApp`})}),_jsx(_components.td,{children:`Starts a WhatsApp call.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Call phone number`})}),_jsx(_components.td,{children:`Dials a phone number.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Complete Flow`})}),_jsx(_components.td,{children:`Launches a WhatsApp Flow experience.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Copy offer code`})}),_jsx(_components.td,{children:`Lets the recipient copy a promo code.`})]})]})]}),_jsx(Frame,{caption:`Footer and the Add button menu`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-04-buttons.png?fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=64378bd810fa03db5ed7922f5ff42517`,alt:`WhatsApp footer and buttons`,\"data-og-width\":`1556`,width:`1556`,\"data-og-height\":`784`,height:`784`,\"data-path\":`images/whatsapp-04-buttons.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-04-buttons.png?w=280\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=1d9fb39beca97e37757739d3e3f91ea0 280w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-04-buttons.png?w=560\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=17045dd6ebd6f4da10dea2d3a9751112 560w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-04-buttons.png?w=840\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=bd08244ae4524284d4bca7f9312ecec8 840w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-04-buttons.png?w=1100\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=7a4edb0ce603fd3af76528503495aee2 1100w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-04-buttons.png?w=1650\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=8fd74bd221e0f351c865fc6e6662c8f5 1650w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-04-buttons.png?w=2500\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=4210eb9d990d769954b83ca93896bf28 2500w`})})]})]}),`\n`,_jsx(Tip,{children:_jsxs(_components.p,{children:[`Provide realistic `,_jsx(_components.strong,{children:`sample values`}),` for any variables and media so the preview — and Meta’s reviewers — see representative content. Vague or empty samples are a common rejection reason.`]})}),`\n`,_jsx(Heading,{level:`2`,id:`step-3-—-submit-for-review`,children:`Step 3 — Submit for review`}),`\n`,_jsxs(_components.p,{children:[`When the body and components look right (confirm with the live preview), continue to `,_jsx(_components.strong,{children:`Submit for review`}),`. Comify sends the template to WhatsApp (Meta), and the `,_jsx(_components.strong,{children:`Status`}),` column on the list tracks its state.`]}),`\n`,_jsx(Frame,{caption:`Step 3 — Submit for review`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-05-submit.png?fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=8a168383a75c680d0a5bb50031a3f8ed`,alt:`WhatsApp wizard step 3`,\"data-og-width\":`1556`,width:`1556`,\"data-og-height\":`784`,height:`784`,\"data-path\":`images/whatsapp-05-submit.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-05-submit.png?w=280\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=6cd1f33e0cb0311b2fb8fc55766c5e6c 280w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-05-submit.png?w=560\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=1ac5f2d3db349f7a181347d1eb6e548f 560w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-05-submit.png?w=840\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=dea60859a2ae53ddbdf24c05f20581cc 840w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-05-submit.png?w=1100\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=06962a6b82e0734d94d995198c9ab239 1100w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-05-submit.png?w=1650\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=2eaffbcb2c55d367f30af17e8420bdf6 1650w, https://mintcdn.com/co-d33c95f1/JDH1bOmW9sqfInn6/images/whatsapp-05-submit.png?w=2500\u0026fit=max\u0026auto=format\u0026n=JDH1bOmW9sqfInn6\u0026q=85\u0026s=86356cb6da74832b9201fd0987fadeca 2500w`})}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Status`}),_jsx(_components.th,{children:`Meaning`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Pending`})}),_jsx(_components.td,{children:`Submitted and awaiting Meta’s review.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Approved`})}),_jsx(_components.td,{children:`Live and ready to send.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Rejected`})}),_jsx(_components.td,{children:`Not approved — fix the flagged issue and resubmit.`})]})]})]}),`\n`,_jsx(Warning,{children:_jsxs(_components.p,{children:[`Only `,_jsx(_components.strong,{children:`Approved`}),` templates can be sent or selected in a campaign. Editing an approved template’s content generally requires resubmission.`]})}),`\n`,_jsx(Heading,{level:`2`,id:`best-practices`,children:`Best practices`}),`\n`,_jsxs(CardGroup,{cols:2,children:[_jsx(Card,{title:`Match content to category`,icon:`list-check`,children:_jsx(_components.p,{children:`The biggest factor in approval. Promotions → Marketing, updates → Utility, codes → Authentication.`})}),_jsx(Card,{title:`Respect opt-in`,icon:`user-check`,children:_jsx(_components.p,{children:`Only message customers who consented; add an opt-out line in the footer where appropriate.`})}),_jsx(Card,{title:`Keep it concise`,icon:`scissors`,children:_jsx(_components.p,{children:`Short, single-CTA messages perform best and clear review faster.`})}),_jsx(Card,{title:`Preview before submitting`,icon:`eye`,children:_jsx(_components.p,{children:`Use the live preview to catch layout and variable issues before review.`})})]}),`\n`,_jsx(Heading,{level:`2`,id:`next-steps`,children:`Next steps`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[`Send it: `,_jsx(_components.a,{href:`/campaigns/overview`,children:`Create a campaign`})]}),`\n`,_jsxs(_components.li,{children:[`Other channels: `,_jsx(_components.a,{href:`/platform/create_email_template`,children:`Email template`}),` · `,_jsx(_components.a,{href:`/platform/create_push_template`,children:`Push template`})]}),`\n`]})]})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent};function _missingMdxReference(id,component){throw new Error(`Expected `+(component?`component`:`object`)+\" `\"+id+\"` to be defined: you likely forgot to import, pass, or provide it.\")}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"Create a WhatsApp Template","description":"Set up a WhatsApp message template in the Comify dashboard through the 3-step wizard, add components and buttons, and submit it to Meta for approval.","href":"/platform/create_whatsapp_template"}}},"mdxSourceWithNoJs":null},"mdxExtracts":{"tableOfContents":[{"title":"Before you start: connect an account","slug":"before-you-start-connect-an-account","depth":2,"children":[]},{"title":"Step 1 — Set up template","slug":"step-1-—-set-up-template","depth":2,"children":[]},{"title":"Step 2 — Edit template","slug":"step-2-—-edit-template","depth":2,"children":[]},{"title":"Step 3 — Submit for review","slug":"step-3-—-submit-for-review","depth":2,"children":[]},{"title":"Best practices","slug":"best-practices","depth":2,"children":[]},{"title":"Next steps","slug":"next-steps","depth":2,"children":[]}],"codeExamples":{}},"jsLinks":[],"subdomain":"co-d33c95f1","siteName":"Comify","title":"Create a WhatsApp Template - Comify","navMaps":{"firstHrefInVersion":{},"firstHrefInLanguage":{}},"lastModified":"2026-09-13T19:31:13.238Z","originalFileLocation":"platform/create_whatsapp_template.mdx"},"headHtml":"\u003cscript data-mint-head>(function(){var d=document.documentElement,p=null;if(!p){try{p=localStorage.getItem(\"isDarkMode\")}catch(e){}if(p==='true')p='dark';else 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