Log in to the Netcore CPaaS dashboard and navigate to Templates to view the Template Management section.

Click the Create Template button to create a new template for WhatsApp.

The Setup section allows you to add the campaign details.

Auto-disable on category change

This feature does not disable the template; it only prevents message sending while keeping it active. Refer to the following scenarios to understand the feature better.

Scenario 1: Enabled (Default Setting)

• A Utility template is recategorized to Marketing by Meta.
• Messages using this template will NOT be sent.
• Live Feed Message: "Messages not sent due to category change''.

Scenario 2: Disabled

• Meta recategorizes a Utility template.
• Messages will continue to be sent under the Marketing category, potentially leading to higher charges.

Content

The Content section defines the content of the WhatsApp template to be created. Refer to the sections available here.

Link Tracking

Link tracking feature enables you to track and manage URLs within your WhatsApp campaigns efficiently. For new templates, the Website URL must be provided in the Add Sample Values section. Adding HTTP or HTTPS is mandatory for tracking body links.

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Link Tracking Logic

If a user clicks on the same link multiple times, it will be counted as one unique click, as only unique interactions are tracked.

Similarly, if a WhatsApp message contains multiple links, and the user clicks on each link multiple times, only unique clicks will be tracked.

This functionality has three levels of maturity:

1. Basic Tracking

• Add any link in the Track Any Link field.
• The URL is passed as-is in the message template without modifications.

2. Dynamic Personalization:

• Modify or personalize the link dynamically at the time of sending a campaign or journey.
• This allows customization based on user attributes or messaging context.

3. Link Swapping (Post-Send Edits):

• If a campaign or journey has already been deployed, you can edit the template.
• Any changes made to the button URL will be reflected in the end users’ WhatsApp messages in real-time.

Link tracking options are available only for the Visit Website button. The three URL types available are:

• Static link (No Tracking) – Use a fixed link with no tracking applied.
• Dynamic Link (No Tracking) – Use a dynamic, personalized link that does not track.
• Track any link – Enable tracking for any link with additional customization options.

4. Website URL (Optional):

When selecting Track Any Link, you can now enter an optional Website URL.

• If a Website URL is provided: It will act as the default tracking link for CPaaS campaigns.
• If no Website URL is provided: The link can still be fully personalized using a CSV file for the campaign.

5. Domain:

By default the domain will redirect to nctrckg.com.

To change the domain, log in to your CPaaS account. Navigate to Settings > Account settings > Add custom domain.

6. Personalization via CSV:

The Website URL field supports personalization through CSV files. You can define URLs in the CSV column to customize tracking for each recipient.

Add Sample

The Add Sample feature allows you to set a fallback value for any variables in your message templates, such as a product name. This feature ensures your messages remain clear and professional, even if retrieving the actual data is a challenge. Including sample content can speed up Meta's approval process.

Ensure you use only placeholder text in your examples, not real user or customer information. For each variable, add a fallback word.

For example, instead of just {{1}}, you can set 'Product' as the fallback and click 'Save'.

Example:

Suppose you create this message template:

• Check out our new {{1}}! Here, {{1}} is meant to be replaced with the product name. Ideally, the message would say: Check out our new Smartphone! However, if the system cannot find the product name, the message will read, Check out our new! This looks incomplete and unprofessional.
• Using the Add Sample feature, you can set a fallback text, such as "Product" or "Item". The message will still look complete if the product name is unavailable: Check out our new Product!

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Message Template Guidelines

• Review Process: Meta reviews your message templates daily and responds within 48 hours, excluding weekends and holidays.
• Template Name: Use clear names for templates like bus_ticket_details instead of template_014 so reviewers understand the template's purpose.
• Include a Sample: Add a sample message when submitting a template. You need a sample to appeal if rejected.
• Multiple Languages: Submit content in different languages under one template name with all languages included.
• Reopen Conversations: Start with a reference to the previous chat like "Following up on our last chat..." to reopen the 24-hour window.
• Manage Templates: Delete unused templates. You have a limit of 250 templates per WABA. Request more with a strong business reason.
• Parameter Values: Avoid newline characters. For listing options, create separate templates or use a Show More Quick Reply button.
• Avoid Acronyms: Use full words for clarity.

Refer to Meta's Message Template Guidelines to know more.

Common Rejection Reasons

Here are the common reasons why WhatsApp message templates may be rejected.

• Incorrect or Missing Variables: Using variables such as {{1}}, {{2}}, {{4}}, or {{5}} but forgetting to include required ones like {{3}}, or including variables incorrectly can cause rejection.
• Prohibited Special Characters: Usage of special characters such as #, $, or % within variables or content may lead to disapproval since these are not allowed in templates.
• Incomplete Variable Examples: If variables are present but no example values are provided (media assets, string samples, etc.) during submission, your template may be rejected because reviewers cannot visualize its customer experience.
• Duplicate or Redundant Content: Submitting templates with content identical to previously rejected ones will likely result in further rejection. It is important to check the support center for overlapping template names and content in all languages before resubmission.
• Policy Violations: Any violation of WhatsApp's commercial or business policies during template creation or submission will result in the template being rejected. The support center and notifications specify which policy was violated so you can correct it.

Refer to this document for further details on rejection reasons and how to resolve them.

Once you have finished adding content to the template, Save & Send for Approval.

After successful submission, your template will appear on the templates page.

Click the three dots next to the template to delete or duplicate it.

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Note

All templates can be duplicated regardless of their template status. Once the template is duplicated, it is saved as a draft and must be sent for approval to Meta. When your template is approved, you can start sending messages after a 30-minute delay.