Create a WhatsApp Business Standard Template on InOne

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Suggested reading: Elements of WhatsApp Message Templates

According to WhatsApp Business API usage policies, brands can only initiate conversations with end-users via Message Templates, which are pre-approved WhatsApp messages. You need at least one approved message template to create a WhatsApp campaign.

As Insider One is an official Business Service Provider (BSP) partner with Meta, you can create your message templates to send to WhatsApp for approval on Insider One's InOne panel with ease.

This article covers the answers to the questions below:

You can add anything to your template at this stage because you're simply submitting a template. However, when you use this template in your campaigns later, you can change it as you want.

Create a standard template

To create a new WhatsApp standard message template, 

1. Navigate to Experience > Message > WhatsApp.
2. When you land on the listing page, switch to the Templates tab. 

3. Click the Create button, name your template, and proceed with the template creation screen.

4. Select the Standard option for your template category. Marketing is automatically selected, but you might want to choose the Standard template under the Utility category if the message is transactional. Either way, the template will work, and if the category doesn’t match, Meta will update it to the correct category.

Refer to Create a WhatsApp Carousel Template to create a Carousel template.

For further information, you can visit Template Categorization.

5. Select the template language first. It must be in line with the language you use in the message. It will be used to match the language of the receiver base in the Segments step.

6. You can add text or media as a header to your message template to create more engaging content. Here is what you should consider when uploading media as a header:

  • If you want to use an image in your template, make sure that you upload an image with a 1.91:1 aspect ratio. The image must not exceed 5 MB and 1024x1024 pixels. Taller images will be cropped automatically to fit. Insider One recommends you position the significant content at the center of your image to avoid losing it if it gets cropped.

  • If you want to upload a video to your template, videos must be in MP4 format, with a maximum size of 16 MB. The first frame will be displayed as the preview. 

    Changing a file’s extension to .mp4 does not convert it into an MP4 format. The video must be originally encoded in MP4; otherwise, it might fail the format check and result in an error. If your video is in a different format or exceeds the size limit, you must convert or resize it before uploading.

Avoid adding emojis to the header, footer, CTA button text, or any section without an emoji selector. Meta doesn’t support them in these areas, and including them will cause a submission error.

  • If you want to upload a document to your template, you can attach PDFs up to 10 MB. Users can preview the document directly within WhatsApp without downloading it.

The media you upload will be a sample. When the template is approved, and you want to use it in your campaign, you can change it to a custom or dynamic one.

7. Enter your message in the text area. You can use emojis to make your message more friendly. You can also use variables to show more personalized content for your users. You can choose them from the default or custom attributes listed. You can write an alternative text to show users who do not have a value matching the dynamic content you select.

Important: Template Rejection Rules
To reduce the chance of rejection, follow these key rules when creating your template:

  • Do not start a template with a variable.

  • Do not end a template with a variable.

  • Do not place two variables back-to-back without text in between.

If you want to format the text in your WhatsApp messages, you can refer to the Text Formatting table.

The attribute you choose here will be a sample. When the template gets approved, and you want to use it in your campaign, you can change it to a default or custom one. For example, you apply for a template including the name variable. When you use it in your campaign after approval, you can change the attribute.

If you need inspiration to create your WhatsApp messages, you can use the Generate Text option. 

To use AI-generated text, refer to WhatsApp AI Text Generator.

8. You can also add a footer text in your message. You can offer extra information or inform users about the unsubscription method here.

9. You can add call-to-action (CTA) buttons, such as Visit Website, Call Phone Number, and Copy Offer Code, to your promotional message template to drive higher engagement.

You can add the following CTA button types:

  • Visit Website: Redirects users to a web page.

  • Call Phone Number: Allows users to call a phone number directly.

  • Copy Offer Code: Allows users to copy a promo or discount code. 

You can add two “Visit Website” CTAs to the same message template.

This means you can:

  • Use two “Visit Website” CTAs in a single message.

  • Combine the Visit Website, Call Us, and Copy Offer Code CTAs into a single template (up to 4 total).

Visit Website CTA types

When adding a Visit Website CTA, you can choose one of the following link types:

  • Static (Custom) link: It is a preset URL in all messages using this template. For example, if you want to direct your users to a specific page, you can use the custom link as it is fixed.

  • Dynamic link: It is a dynamic URL to use attributes or a custom link to assign to your button. For example, if you want to tailor the user experience and offer users a personalized way to visit your website, you can use dynamic links. 

Refer to the GIF below to learn how to add CTA buttons and see the available CTA button types. 

You can add quick reply buttons to help users maintain the conversation easily. You can add up to three different buttons.

When you add quick reply buttons to your template, you can add the “Response” within the new campaign.

Link Previews on WhatsApp Templates

You can now use tappable image headers in your WhatsApp message templates to let users preview and open links directly from the message. 

When you include a link, WhatsApp automatically displays a preview of the destination page, showing the website domain and a short description to help users understand where the link leads.

Users can open the link by tapping either the CTA button or the image header, creating a more seamless and engaging experience that improves click-through rates.

All links are routed through Insider One’s secure tracking domain (insdr.one), ensuring every click is verified, measurable, and safely redirected to the final destination.

10. When you update all the fields with the necessary information, you can submit your template to be approved by WhatsApp. If you want to continue later, you can save it in draft mode and edit it.

Only Administrator and Editor roles are authorized to submit a template to be approved by WhatsApp.

Preview a template

On the listing page, you can see your template's final look when you click on the image icon against the template. You can also observe its status and start using it when it is approved.

You can refer to WhatsApp's Message Templates Guidelines for further information on statuses and common rejection reasons.