LogoLogo
Get a demoLog inAcademyDevelopersMore docs
  • Bird CRM docs
    • Explore all products
    • Use cases
      • Bird for travel
        • Abandoned search recovery
        • Flight confirmation
        • Holiday search campaigns
        • Price change alerts
    • About Bird CRM
  • Inbox
    • Inbox
      • Concepts
        • Reports
      • Admin guide
        • Agents
          • Invite an agent to Inbox
          • Remove an agent from Inbox
          • FAQs
        • Tags
        • Routing
        • Teams
        • Feeds
        • Sender profiles
        • Reporting
      • Agent guide
        • 📚1. The basics
        • ⏰2. Your availability status
        • ✉️3. Send and receive messages
        • 💬4. Manage conversations
        • 👥5. View conversation participants
        • 👤6. View a contact's profile
  • Campaigns
    • Campaigns
      • Quickstarts
        • Send a campaign
      • Concepts
        • A/B tests
          • FAQs
        • Branded links
        • Calendar view
        • Campaign tags
        • Frequency limits
        • Scheduling
      • How-to
        • Schedule a campaign
        • Run an A/B test
        • Replicate a campaign
    • WhatsApp campaigns
      • How-to
        • Send a WhatsApp campaign
    • Email campaigns
      • How-to
        • Send an email campaign
    • SMS campaigns
      • Concepts
        • Best practices for MMS campaigns
      • How-to
        • Send an SMS campaign
    • Push notifications
      • How-to
        • Send a push notification campaign
    • New Campaign Builder
  • Automation
    • Journeys
      • Quickstarts
        • Create an abandoned cart recovery journey
      • Concepts
        • Journey templates
        • Journey runs
        • Journey insights
        • Journey reports
      • How-to
        • Use a send message step in a journey
        • Use a wait step in a journey
        • Use a conditional step in a journey
        • Use an update contact step in a journey
        • Use an end journey step in a journey
    • Flows
      • Quickstarts
        • Use template flows
        • Build an inbound flow
      • Concepts
        • Capabilities and limitations
        • Triggers
          • Agent triggers
          • Connector triggers
            • HubSpot triggers
          • Contact triggers
          • Conversation triggers
          • Feed item triggers
          • Message lifecycle triggers
          • Voice triggers
          • Webhook triggers
          • HTTP endpoint trigger
          • WhatsApp flow endpoint trigger
        • Actions
          • Bird API actions
            • Bots actions | API
            • Channel actions | API
            • Collaboration actions | API
            • Conversation actions | API
            • Engagements actions | API
            • Number management actions | API
          • Core actions
            • How to set up global variables in Flows
            • How to use the Filter Array Step
            • How to use the "Await Webhook" Step in Flows
          • Contact actions
          • Channel actions
          • Conversation actions
          • Connector actions
            • HubSpot actions
            • Open AI actions
          • Voice actions
      • How-to
        • Route conversations based on language
        • Route conversations based on sentiment
        • Set up a business hours auto-responder
        • Create a simple auto-responder
        • Set up conversational marketing
        • Create an FAQ bot
        • How to Match Regex in Flows
        • How to Change the Trigger of a Flow from One Messaging Channel to Another
        • How to Change the Trigger of a Flow from One Messaging Channel to Another
    • Approval Flow
  • Audience & Contacts
    • Sign-up forms
      • Quickstarts
        • Create a sign-up form
        • Create quizzes
      • Concepts
        • Sign-up process
        • Display
        • Colors
        • Targeting
        • Languages
        • Sign-up form analytics
    • Lists and segments
      • Quickstarts
        • Create a segment
      • Concepts
        • Segments
        • Lists
      • How-to
        • Create a segment based on contact activity
        • View contacts in a segment
        • Edit the setup of a segment
        • Delete a segment
        • Create a list
    • Contacts
      • Concepts
        • Contacts
        • Contacts directory
        • Contact profiles
        • Consent and subscriptions
          • Suppressions
          • Managing unsubscribes
          • Opt-ins, consent, and subscription statuses
            • Contacts with a 'blank' subscription status
      • How-to
        • Add contacts
        • Update the subscription status of your existing contacts
        • Send marketing campaigns to contacts with a 'blank' subscription status
        • Export contacts
        • How to bulk delete contacts
  • Content
    • Email templates
      • Concepts
        • Email content, styling, and personalization
        • Email design best practices
        • Advanced Email Templating
      • How-to
        • Create an email template
        • Import a custom HTML email
        • Use a prebuilt email template
        • Create personalized abandoned cart, browse and order placed emails
    • Message templates
      • Quickstarts
        • Create a message template
      • Concepts
        • Localization
        • Versioning
        • WhatsApp message templates
          • WhatsApp approved message templates
          • Reply to open conversation message template
          • Commerce messages
        • Apple Messages for Business
        • Push notifications
      • How-to
        • Localize a message template
        • Add variables to a message template
        • Create an SMS message template
        • Apple Messages for Business
          • Use dynamic variables in Apple Messages templates
          • Create a text Apple Messages template
          • Create an image Apple Messages template
          • Create a location Apple Messages template
          • Create a file Apple Messages template
          • Create a rich link Apple Messages template
          • Create a list picker Apple Messages template
          • Create authentication Apple Messages message types
          • Create a quick reply Apple Messages template
          • Create a time picker Apple Messages template
          • Create an iMessage App message template
          • Create a payment Apple Messages template
        • WhatsApp message templates
          • Create a WhatsApp approved message template
          • Create a reply to open conversation WhatsApp message template
          • Create a single product WhatsApp message template
          • Create a catalog WhatsApp message template
          • Create a coupon WhatsApp message template
          • Create an action WhatsApp message template
          • Create a limited time offer WhatsApp message template
          • Create a carousel WhatsApp message template
          • Create Approved WhatsApp Flows Template
          • Create reply to open conversation WhatsApp Flows Template
        • Create Push Notifications message templates
    • Chat widgets
      • Concepts
        • Send and receive messages
      • How-to
        • Build and install a chat widget on a Shopify store
        • Build and install a chat widget on your website
    • Media Library
      • How to Upload Images to the Media Library
    • Translation files
      • Creating and using translation files
    • External Data Sources
    • Lookup Tables
    • Discounts
    • Lookup tables
      • Managing lookup tables
      • Using lookup tables in Flows
    • Products
      • Custom Product Catalog Source
  • Analytics
    • Analytics
      • Concepts
        • Reporting metrics
        • Understanding the Attribution Model
        • List-unsubscribe in email headers
        • Understand Open Tracking
    • Channel analytics
      • Concepts
        • Channel logs
      • How-to
        • Analyze the performance of your channels
    • Campaign reports
      • Concepts
        • WhatsApp campaign reports
        • Email campaign reports
        • SMS campaign reports
      • How-to
        • View campaign reports
        • View A/B test campaign reports
        • See an overview campaign performance
  • Channels
    • Channels
      • Concepts
        • Quiet hours
      • Quickstarts
        • Find and install a channel
        • View information about an installed channel
        • View Channel Logs
      • Supported channels
        • Apple Messages for Business
          • Quickstarts
            • Install Apple Messages for Business
            • Use Apple Messages for Business
          • Concepts
            • Typing indicators
            • User device capabilities
          • How-to
            • Complete onboarding
            • Use entry points
            • Route messages
            • Send messages
            • Use Apple Pay
        • Email
          • Install email
          • Forwarding emails from Gmail
          • IP pools
          • Configure BIMI
        • Facebook Messenger
          • Install Facebook Messenger
          • Use Facebook Messenger
          • Facebook Messenger message types
        • Instagram Messaging
          • Install Instagram Messaging
          • Use Instagram Messaging
          • FAQs and Best Practices
          • Instagram message types
        • LINE
          • Install LINE
        • LinkedIn Pages Messaging
          • Install LinkedIn Pages messaging
          • Use LinkedIn Pages Messaging
          • LinkedIn Pages Messaging Types
        • Numbers
          • Quickstarts
            • Find and buy a new number
            • Activate a number
          • Concepts
            • Number types
            • Know-Your-Customer (KYC)
            • Activation, approval, and rejection
            • Number restrictions in China
          • How-to
            • Use a number
            • Cancel a number
            • Troubleshooting
            • FAQs
        • Push notifications
        • Google RCS
          • Create a Google RCS agent and install Google RCS as a channel
          • Testing and launching your agent
          • Create a Google RCS message template
          • RCS message template types
          • Create and send a Google RCS campaign
          • Create an RCS lead nurture journey with a fallback
          • Use RCS with an AI Agent
          • Grow RCS subscribers with a sign-up form
        • SMS
          • Quickstarts
            • Install SMS
            • Toubleshoot SMS Deliveries Faliures
            • (Missing) SMS delivery status
            • Troubleshoot Channel Health
          • Concepts
            • SMS parts and message length
            • SMS message types and compliance
            • Opt-in and opt-out compliance
            • Choose the right sender : Availability and restrictions by country
              • SMS Country Information Guide: Africa (A-L)
              • SMS Country Information Guide: Africa (M-Z)
                • South Africa
                • Nigeria
              • SMS Country Information Guide: Asia (A-K)
                • Japan
                • India
                • China
              • SMS Country Information Guide: Asia (L-Z)
                • Malaysia
                • Singapore
              • SMS Country Information Guide: Caribbean
              • SMS Country Information Guide: Central America
              • SMS Country Information Guide: Europe (A-M)
              • SMS Country Information Guide: Europe (N-Z)
              • SMS Country Information Guide: Middle East
                • United Arab Emirates
              • SMS Country Information Guide: North America
                • Messaging Best Practices - NORAM SMS / MMS
                • Canada
                • United States
                • Prohibited Content - NORAM SMS / MMS
              • SMS Country Information Guide: Oceania
                • New Zealand
                • Australia
              • SMS Country Information Guide: South America
            • MMS sizes and limitations
            • Automatic sender selection
            • SMS Registration
              • Use case requirements for SMS Registration
              • Setting up a SMS consent flow
              • SMS Privacy Policies
              • SMS Toll-free number
                • TFN Verification
                • Additional Costs for using TFN
                • How-to Guides
                  • Purchase a Toll Free Number via Bird
                  • Register a US or Canadian TFN for SMS via Bird
              • SMS 10DLC
                • How-to Guides
                  • Purchase a 10DLC number via Bird
                  • Register a 10DLC brand via Bird
                  • Register a 10DLC campaign via Bird
                  • Install SMS 10DLC
                  • Delete inactive 10DLC campaigns to avoid additional charges
                • Throughput and Daily Caps
                • Brand registration
                • Campaign registration
                • Additional costs for using 10DLC
                • 10DLC FAQs
            • Page 1
        • WhatsApp
          • Quickstarts
            • Before you start
            • Install WhatsApp
          • Concepts
            • WhatsApp for Business
            • Accounts and verification levels
              • Verified Facebook Business Manager Account
              • Official WhatsApp Business Account (Green tick)
            • Use WhatsApp
            • WhatsApp message types
            • WhatsApp's Customer Care Window
            • FAQs
          • How-to
            • Verify your Facebook Business Manager Account
            • Set up commerce messaging
              • Product inquiries
              • Product orders
            • Create a WhatsApp Flow
              • Create a flow
              • Testing your flow
              • Publishing and sending your flow
              • Handling Flow submission
            • Enable conversational components
            • Become a WhatsApp Tech Provider
              • Onboard as a Tech Provider
              • Connecting to Bird as solutions provider
              • Meta Tech Partner Migration 2024
            • Migrate from Bird to another BSP (Business Service Provider)
        • Telegram
          • Install Telegram
          • Bot commands setup
  • AI
    • AI
      • Quickstarts
        • Create an FAQ model
        • Build a detect intent model
      • Concepts
        • AI Assistants
          • Agent Assistant
          • Flows Assistant
          • Studio Assistant
          • FAQ Assistant
          • Audience Assistant
        • AI flow actions
        • AI integrations
        • Detect language: Supported languages
      • How-to
        • Set up and deploy automated FAQs
        • Set up and deploy detect intent models
    • AI Agents
      • Concepts
        • Knowledge bases
        • OpenAI token usage
      • How-to
        • Build a knowledge base
        • Set up an AI Agent
        • Deploy an AI Agent
  • Payments
    • Bird Pay (Beta)
      • Quick Start
        • How to get Bird Pay access?
      • Concepts
        • Onboarding
        • Payment Link
        • Wallet
          • Transfer
          • Recipient
        • Payments
          • Disputes
        • My customers
        • Payouts
        • Payment methods
        • Bird Pay Coverage
        • Strong Customer Authentication (SCA)
      • How-to
        • Create a Payment link
        • Refund a Payment
        • Manage Payout
        • Respond to a Dispute
        • How to set up MFA using the Authenticator app?
      • FAQs
        • Why was my onboarding unsuccessful?
        • How do I update my business address?
        • What are foreign currency fees on my Bird Payments?
        • How to raise an issue with Bird Pay with support?
  • Integrations
    • Integrations
      • Quickstarts
        • Find and install an integration
      • Concepts
        • Integration data sync
      • Supported integrations
        • ActiveCampaign
        • OPERA Cloud
        • Calendly
        • Easyship
        • Google Cloud Translation AI
        • HubSpot
        • Magento 1
        • Magento 2
        • Monday.com
        • Notion
        • OpenAI
        • Rebrandly
        • Salesforce
        • Shopify
        • SugarCRM
        • Zoho CRM
        • TikTok Ads
        • Typeform
        • WooCommerce
        • Zendesk Support
        • Google BigQuery
        • Snowflake
        • Amazon S3
        • Salesforce Marketing Cloud
        • Meta ads
        • Google Ads
      • How-to
        • How to integrate the Salesforce Connector on Bird?
        • How to Delete Contacts in Bird when Deleted in Salesforce
  • Account & Billing
    • Account
      • Organization settings
        • General
        • Single-Sign On (SSO)
          • Set up Single-Sign On (SSO)
          • Enforce Single-Sign On (SSO)
          • Entra ID
          • Google Workspaces
          • Okta
        • SCIM
          • Okta setup
          • Okta setup - Workspace IAM
          • Entra ID
        • Security Settings
        • Business profile
        • Workspaces
        • Plans & Billing
        • Wallets
        • Users
        • Access policies
        • Access roles
        • Access keys
        • How to find your Organization ID
        • How to find a Workspace ID
        • How to limit a user's access to a single workspace
        • How to download usage report?
        • How to pay (settle) invoices via wallet?
  • Help & Reference
    • Bird support
      • Invite Bird support
    • Deliverability & compliance
      • Email compliance - Bulk sending
      • United States SMS/MMS compliance
        • Key US Regulations
        • General US content restrictions
        • US SMS/MMS compliance
        • US Voice compliance
        • US state-level laws and regulations
        • US compliance & best practices checklist
        • US compliance FAQs
      • Singapore SMS Compliance
    • Data protection
      • Approved subprocessors
    • Release notes
    • Glossary
Powered by GitBook
On this page
  • What you'll need
  • WhatsApp approved message template setup
  • Add content blocks
  • Preview and publish
  • What next?

Was this helpful?

  1. Content
  2. Message templates
  3. How-to
  4. WhatsApp message templates

Create a WhatsApp approved message template

Last updated 1 year ago

Was this helpful?

What you'll need

  • An installed channel

WhatsApp approved message template setup

To create an approved template, follow these steps:

  1. Go to Content > Message templates.

  2. Click Create new message project.

  3. Under 'Platform', select WhatsApp.

  4. Select WhatsApp approved as the 'Interaction'

  5. Under "WhatsApp Business Account", check the box next to the number(s) that you want to create this template for. If you only have one WhatsApp number installed, this will be selected automatically. You will be able to change this later from the Settings panel while you build your template.

  6. Under "Category", select the of approved message template you are creating. You will be able to change this from the Settings panel while you build your template.

  7. If you want to enable , you can click the "Allow category difference" toggle to turn it on. By default, this feature is disabled. You will be able to change this later from the Settings panel while you build your template.

  8. Under "Message type", select the type of message that you want to create in Studio.

  9. Under "Project set up", enter a Project name. This is an internal name.

  10. Based on your Project name, we generate a WhatsApp template name for you. This name will be seen by WhatsApp during the approval process.

  11. Select the Default locale for this message template from the dropdown.

  12. Click Create project. You'll be taken to the template editor.

Add content blocks

  1. In the Overview panel, under the Content tab, or on the canvas itself, click one of the content elements to open its details in the Overview panel.

  2. Make the edits to the content, including uploading files, adding alt text, editing the message body text, and adding variables for message personalization.

  3. To add additional content blocks, click the Add block button and select the block that you want to use from the dropdown.

  4. Click Save as draft to save your changes.

Preview and publish

To see how your WhatsApp approved template will appear to recipients, click the Preview button at the top of your screen.

To Publish your WhatsApp approved template and automatically send it to WhatsApp for approval, click the Publish button in the top right-hand corner.

What next?

Once you've hit Publish, your template will be sent to WhatsApp for review. The status column will show you if your WhatsApp approved template is ready to use yet.

Now that you've set up the basics, you can add your .

content blocks
WhatsApp
category
automatic template re-categorization