Template Message

Overview

Template My WhatsApp Business is a centralized feature where merchants can create, manage, and monitor message templates used for WhatsApp communication. These templates are pre-approved by Meta and ensure consistent, compliant, and scalable customer engagement across various use cases.

Merchants can easily select templates based on their needs—whether for billing, notifications, or promotions—and use them either via dashboard or API. The template management page allows filtering by status, type, and language, enabling faster execution and better organization.

What You Can Do

• Create and submit templates for approval.

• View the status of each template (Approved, Rejected, or Pending).

• Filter templates by language, type, or status.

• Use templates directly via dashboard (for “Billing” types) or integrate via API (for all types).

Template Label

With labeled templates, merchants can manage message types more effectively and comply with WhatsApp’s messaging guidelines while maintaining a structured communication strategy.

• Billing: Enables merchants to send payment-linked messages directly through WhatsApp. This is ideal for recurring bills, order invoices, or any situation where payment collection is needed in a seamless, chat-based experience.

• Receipt: Automatically send a digital receipt to customers after a successful payment. This helps build trust and provides clear proof of transaction.

• Promotion: Share promotional content such as discounts, flash deals, or product launches directly with your customers to boost engagement and sales.

• Information: Deliver important information to customers, including updates, alerts, or even authentication-related messages for secure interactions.

Template Line of Business (LOB)

In PayChat, a Template LOB (Line of Business) refers to the business category associated with each WhatsApp message template. This classification helps ensure that all templates comply with Meta’s policies and are aligned with the merchant’s approved business use case.

Template LOB:

• Education

• Retail

• Finance

• Commerce

• Other

Template Category

• Marketing: Promotional messages, offers, and announcements.

• Utility: Informational updates, service alerts, or status notifications.

• Authentication: Messages for verifying user identity (e.g., login codes).

Guidance