All articles

Communication

Message Templates

Create and manage WhatsApp message templates for outreach outside the 24-hour window.

Overview

WhatsApp templates are pre-approved message formats required for many proactive / out-of-session messages.

Where to manage

Use the templates pages under Marketing in the app (the template list is synced with Meta). Approved templates appear for send when the customer care window is closed.

Header image and live preview

  • While you write a template, the live preview next to the editor shows how WhatsApp will display it: the header (image, video, document or text), the message with each {{1}}, {{2}} … filled with your sample values, the footer and the buttons (quick reply, link, phone, copy code). Switch between the Phone and Desktop (WhatsApp desktop bubble) views; the preview follows the panel's light or dark theme.
  • For an image header, Meta recommends a 1.91:1 landscape image (for example 1200 × 628 px), JPEG or PNG, up to 5 MB. Choose a file to check it: when its ratio differs noticeably you see the actual and recommended ratio and the size, and you can crop it to 1.91:1 in your browser (drag the frame to pick the visible area), then download the cropped image.
  • The chosen file is not uploaded from this screen: host the image and paste its public URL into the image URL field.

Tips

  • Keep template language clear and category-correct (utility / marketing / authentication per Meta rules)
  • After editing, wait for Meta approval before sending
  • Combine with Campaigns / Marketing flows when broadcasting

Need more help?

Chat with the Help assistant about OrderInChat, or open My Support Tickets while signed in (free trial included).