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.
