How to Create a Template in WhatsApp Cloud API with Pabbly Connect

Learn how to create a template in WhatsApp Cloud API using Pabbly Connect. Follow our step-by-step guide to streamline your messaging process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Cloud API

To create a template in WhatsApp Cloud API, start by accessing Pabbly Connect. This platform allows you to integrate various applications seamlessly, including WhatsApp Cloud API.

Ensure you have your WhatsApp Cloud API account set up, including a permanent access token. Once you log into the Pabbly Connect dashboard, you will be ready to establish connections with WhatsApp Cloud API.

2. Navigating to the Template Creation Section in WhatsApp Cloud API

After logging into your WhatsApp Cloud API dashboard, you will find essential details like the access token, phone number ID, and WhatsApp business account ID. These details are crucial for setting up the integration through Pabbly Connect.

• Locate the ‘Send Message with the API’ section.
• Click on the hyperlink that redirects you to the message template page.
• Here, you will see all the templates you have created.

Now, click on the ‘Create Message Template’ button on the right side. This action will initiate the template creation process where you will provide necessary details for the template.

3. Filling Out Template Details in Pabbly Connect

In the template creation page, you will need to enter specific details such as the category, name, and language of the template. Choose a category like ‘Marketing’ if you are creating a birthday wish template.

• Enter a name for your template using underscores instead of spaces, e.g., birthday_wishes.
• Select the language for your template, such as English (US).
• Click on the ‘Continue’ button to move to the next step.

Once you click continue, you will be directed to the drafting area for your template message. This is where you will craft the actual content of your WhatsApp message using Pabbly Connect.

4. Drafting Your WhatsApp Message Template

In the drafting area, you can add a header, body text, footer, and buttons to your WhatsApp message. Start by selecting whether you want to add a header text or media file.

For instance, if you choose to add a header text, you can write something like ‘Happy Birthday’ and add a dynamic variable for personalization. You can also upload an image as a header if desired.

Draft the body of your message, including personalized variables. Optionally, add footer text to your message. Add buttons such as ‘Call Me’ or ‘Visit Website’ with relevant actions.

Utilizing Pabbly Connect allows you to create a dynamic and engaging WhatsApp message that can be sent to users effectively.

5. Submitting Your Template for Approval

After drafting your message template, you will need to add sample data for the dynamic fields. This is an essential step to ensure that your template is approved when submitted to Meta.

Once you have added the sample data, review your message in the preview section. If everything looks good, click on the ‘Submit’ button to send your template for approval.

Confirm your submission when prompted. Wait for approval, which typically takes 1 to 48 hours. Once approved, you can start using your template to send messages.

This final step highlights how Pabbly Connect plays a crucial role in managing your WhatsApp messaging templates efficiently.

Conclusion

Creating a template in WhatsApp Cloud API is straightforward with Pabbly Connect. By following the outlined steps, you can efficiently set up your messaging templates and streamline communication with your users.