Manage Templates

Create WABA Templates

Authorized Users:

• Super Admin/Admin
• Developer
• Business

EnterpriseAggregator

To create a template,

1. Login to the Wisely platform using a valid username and password.

2. Click Channels on the left menu.

3. Navigate to WhatsApp → WABA.

4. Select your Business Account in which you would prefer to create a template from the dropdown menu at the top right corner.

5. Click on the Templates tab.
   The templates listing page appears.

6. Click the Create New Template at the top right corner.
   The template creation page opens.

   

7. Complete the steps below.

   7.1: Fill-in the following fields with relevant information and click Continue.

   Field	Description
   Select a Category	- Marketing Templates - Utility Templates - Authentication Templates
   Template Name	Enter a name for the template. The name should contain only alphanumeric characters and underscores (_). No other characters or whitespace are allowed.
   Select a Layout Type	- Regular - Cards
   Select a Language(s)	- English - English (UK) - English (US) - Hindi Note: You must complete the template fields for each language you choose.

   

   7.2: As you select template types and their respective fields, the template preview changes.

   • If you choose the layout as Regular, complete these Regular template fields.

   • If you choose the layout as Cards, complete these Cards template fields.

8. Click Submit and checkbox next to Language(s).

9. Click Confirm.
   The template status moved to In Progress state in the template listing page. Your template status can be moved to any of the following based on the approver’s action.

   • Approved

   • Verified

   • Rejected

   • Suspended

   • Invalid

To create a template,

1. Login to the Aggregator platform using a valid username and password.

2. Click Channels on the left menu.

3. Navigate to WhatsApp → WABA.

4. Select your Business Account in which you would prefer to create a template from the dropdown menu at the top right corner.

5. Click on the Templates tab.
   The templates listing page appears.

6. Click the Create New Template at the top right corner.
   The template creation page opens.

   

7. In the Enterprise Name field, select your desired name from the drop-down menu.

8. In the WABA account field, select your desired account from the drop-down menu and click Next.

   

9. Complete the steps below.

   9.1: Fill-in the following fields with relevant information and click Continue.

   Field	Description
   Select a Category	- Marketing Templates - Utility Templates - Authentication Templates
   Template Name	Enter a name for the template. The name should contain only alphanumeric characters and underscores (_). No other characters or whitespace are allowed.
   Select a Layout Type	- Regular - Cards
   Select a Language(s)	- English - English (UK) - English (US) - Hindi Note: You must complete the template fields for each language you choose.

   

   9.2: As you select template types and their respective fields, the template preview changes.

   • If you choose the layout as Regular, complete these Regular template fields.

   • If you choose the layout as Cards, complete these Cards template fields.

10. Click Submit and checkbox next to Language(s).

11. Click Confirm.
    The template status moved to In Progress state in the template listing page. Your template status can be moved to any of the following based on the approver’s action.

    • Approved

    • Verified

    • Rejected

    • Suspended

    • Invalid

View Templates

EnterpriseAggregator

To view a template,

1. Login to Wisely platform using valid username and password.

2. Click Channels on the left menu.

3. Navigate to WhatsApp → WABA.

4. Select your Business Account in which you would prefer to create a template from the dropdown menu at the top right corner.

5. Click on the Templates tab.
   The templates listing page appears.

6. Click on the eye icon () far right of the template.
   Your template details open with the preview.

   

To view a template,

1. Login to Aggregator platform using valid username and password.

2. Click Channels on the left menu.

3. Navigate to WhatsApp → WABA.

4. Select your Business Account in which you would prefer to create a template from the dropdown menu at the top right corner.

5. Click on the Templates tab.
   The templates listing page appears.

6. Click on the eye icon () far right of the template.
   Your template details open with the preview.

   

Edit Templates

EnterpriseAggregator

To edit a template,

1. Login to Wisely platform using a valid username and password.

2. Click Channels on the left menu.

3. Navigate to WhatsApp → WABA.

4. Select your Business Account in which you would prefer to create a template from the dropdown menu at the top right corner.

5. Click on the Templates tab.
   The templates listing page appears.

6. Click on the Stencil icon () far right of the template.
   The edit template page opens.

7. Modify your template details wherever required.

8. Click Update.

   

To edit a template,

1. Login to Aggregator platform using a valid username and password.

2. Click Channels on the left menu.

3. Navigate to WhatsApp → WABA.

4. Select your Business Account in which you would prefer to create a template from the dropdown menu at the top right corner.

5. Click on the Templates tab.
   The templates listing page appears.

6. Click on the Stencil icon () far right of the template.
   The edit template page opens.

7. Modify your template details wherever required.

8. Click Update.

   

Delete Templates

EnterpriseAggregator

To delete a template,

1. Login to Wisely platform using a valid username and password.

2. Click Channels on the left menu.

3. Navigate to WhatsApp → WABA.

4. Select your Business Account in which you would prefer to create a template from the dropdown menu at the top right corner.

5. Click on the Templates tab.
   The templates listing page appears.

6. Click the trash bin icon () far right of the template.
   A pop-up opens with a confirmation message.

7. Click Yes.
   Your template will be removed permanently from the template listing page.

   

To delete a template,

1. Login to Aggregator platform using a valid username and password.

2. Click Channels on the left menu.

3. Navigate to WhatsApp → WABA.

4. Select your Business Account in which you would prefer to create a template from the dropdown menu at the top right corner.

5. Click on the Templates tab.
   The templates listing page appears.

6. Click the trash bin icon () far right of the template.
   A pop-up opens with a confirmation message.

7. Click Yes.
   Your template will be removed permanently from the template listing page.