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Manage WhatsApp Templates

Quick Setup

Plan about 10 minutes for your first template.

This guide helps you manage WhatsApp templates for guest messaging.

Go to: Settings → Communications → WhatsApp → Templates

Quick Reference​

TaskWhere to clickResult
Create a templateCreate New TemplateCreation wizard opens
Preview a templatePreview (eye icon)Preview modal opens
Set template variablesSet Variables (gear icon)Variable mapping opens
Delete a templateDelete Template (trash icon)Delete confirmation opens
Check approvalStatus columnStatus badge appears

Before You Start​

Confirm these requirements:

  • WhatsApp is connected in Settings → Communications → WhatsApp → Setup
  • You know the message you want to send

Create a Template​

  1. Go to Settings → Communications → WhatsApp → Templates.

  2. Click Create New Template.

  3. Complete Template Name, Template Language, Category, and Body Content.

  4. Type {{ to insert a variable.

  5. Click Continue.

    ✓ Step 2 opens with sample fields.

  6. Enter a sample value for each variable.

  7. Click Save Template.

    ✓ The template appears with a status badge.

Template name format

Use only lowercase letters, numbers, and underscores in Template Name.

Preview a Template​

  1. Find the template row.

  2. Click Preview (eye icon).

  3. Review the preview panel.

    ✓ The template text appears in the modal.

Set Template Variables​

  1. Find a template with the Set Variables (gear icon) action.

  2. Click Set Variables.

  3. Choose a value for each variable.

  4. Click Save Variables.

    ✓ Variables are saved for previews.

Delete a Template​

  1. Find the template row.

  2. Click Delete Template (trash icon).

  3. Confirm the deletion.

    ✓ The template is removed.

Tips​

  • Only approved templates appear in WhatsApp message scheduling pages.
  • Use Preview to confirm formatting before you use the template.

Troubleshooting​

Template name format error​

What you see: "Template name can only contain lowercase alphanumeric characters and underscores."

Fix:

  1. Remove spaces and uppercase letters.
  2. Try a new name.

No templates found​

What you see: "No templates found."

Fix:

  1. Click Create New Template.
  2. Save at least one template.

Save Variables button is disabled​

What you see: You cannot click Save Variables.

Fix:

  1. Select a value for every variable.
  2. Try Save Variables again.

Still Stuck?​

Contact success@vouch-technologies.com if:

  • ❌ Templates fail to save after retries
  • ❌ Status does not update after refresh
  • ❌ You cannot delete a template

Helpful to include:

  • Template name
  • Screenshot of the template row
  • Time you last updated the template