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WhatsApp bots

WhatsApp message templates that get approved and read

13 November 2026 7 min read Kaede Digital

In short

  • A template is a pre-approved message you need to start a conversation or reply outside the customer service window.
  • Templates are marketing, utility or authentication, and the right category avoids rejections and surprises.
  • Give every placeholder a realistic sample, and avoid starting or ending the message with one.
  • Templates that people block or report can be paused, so send only what customers want.

WhatsApp message templates are pre-written messages you submit to Meta for review, and they are how a business starts a conversation on the official WhatsApp Business Platform: an appointment reminder, a shipping update, an offer. A template gets approved when it sits in the right category, is clear and does not mislead. It gets read when it is short, personal and gives the customer a good reason to open it.

What are WhatsApp message templates and when do you need them?

A template is a fixed message with placeholders, such as the customer’s name or an appointment time, that Meta has reviewed. On the platform, you cannot open a conversation with a customer without one.

It all comes down to the customer service window. When a customer messages you, a window opens in which you can reply freely, in any wording. Outside that window, or whenever you are the one starting the conversation, you need an approved template. And you may only message people first if they have opted in to hear from you on WhatsApp.

Templates belong to the Business Platform, the official API. The regular WhatsApp Business app works differently. If you are not sure which one you use, our comparison of the WhatsApp Business API and the Business app explains the difference.

Which template categories are there?

There are three: marketing, utility and authentication. The category depends on the content, not on what you would prefer to select.

Marketing

Offers, launches, event invitations, “we miss you” messages and anything else meant to sell or spark interest.

Utility

Messages tied to something the customer already did or asked for: an order confirmation, a shipping update, a reminder for a booked appointment, a change to their account.

Authentication

One-time codes for logging in or verifying identity.

Meta reviews the content and can change the category. A shipping update that ends with a discount code for the next order is a marketing message. If you want both, send two messages, or accept that it is a marketing template.

What is a template made of?

A body, plus an optional header, footer and buttons.

  • Header: a short line of text, or media such as an image, video or document
  • Body: the main text, with placeholders for the parts that change per customer
  • Footer: a small note, for example how to stop receiving messages
  • Buttons: quick replies (“Confirm”, “Reschedule”), a link to your website or a call button

Placeholders can be numbered, like {{1}}, or named, like {{first_name}}. Each template is written in one language; if you message customers in English and Spanish, submit a version for each.

How do you write a template that gets approved?

  1. Choose the right category. Ask yourself: is this about something the customer did, or is it trying to sell?
  2. Say who is writing. The first line should make it obvious which business this is.
  3. Give realistic samples. When you submit, you add an example value for each placeholder, such as “Anna” or “Wednesday at 10:00”. Vague or empty samples slow the review down.
  4. Do not start or end with a placeholder. Templates that do are often rejected. Several placeholders in a row with no text between them also look suspicious.
  5. No misleading claims or threats. “Your account will be closed unless you click” will not pass, and it should not.
  6. Respect the policies. Products and services that WhatsApp’s commerce policy does not allow will not be approved, however gently you phrase them.
  7. Keep it clean. No spelling mistakes, no stray spaces, no rows of exclamation marks.

How do you write a template people actually read?

Lead with what matters to the customer, not to you. The first line shows up in the notification, and it decides whether the message gets opened.

  • Use the customer’s name and one specific detail, such as the treatment or the order number
  • One message, one action
  • Buttons instead of “reply 1 to confirm”
  • Send at a sensible hour, not late at night
  • Sound like your business, not like a system

Here is a reminder for a physiotherapy clinic, in the utility category:

“Hi {{1}}, this is [clinic name]. Just a reminder that your appointment is on {{2}}. Will you be able to make it?”

Underneath it, two buttons: “Yes, see you then” and “I need to reschedule”. It does not start or end with a placeholder, it says who is writing, and the customer can answer in one tap.

And a win back message for a hair salon, in the marketing category:

“Hi {{1}}, it has been a while since your last visit to [salon name]. We have just opened new Friday morning slots. Shall we save one for you?”

Add an opt-out button here, so anyone who is not interested can stop marketing messages easily. A clear way out means fewer complaints and fewer blocks.

Why does an approved template get paused?

Because Meta keeps watching how people react to it. A template that leads people to block you, report you or mark it as not relevant drops in quality and can be paused.

Repeated problems also affect your phone number’s quality and how freely it can send. The fix is rarely cleverer wording. It is sending only to people who opted in, to the right segment, at a sensible frequency. Our guide to WhatsApp broadcasts that don’t get you blocked goes deeper.

Example: a template library for a B2B service company

Picture a company that maintains air conditioning in offices. Over time it builds a small template library, each one with a clear name, a category and a trigger in the CRM:

  • Request received (utility): confirms the service request and its reference
  • Technician on the way (utility): sent when the job status changes
  • Visit summary (utility): what was done, with a link to the invoice
  • Maintenance due (usually utility, since it relates to an existing contract, as long as it does not push a sale)
  • Upgrade offer (marketing): sent only to customers who agreed to receive offers

Nobody types these by hand. The CRM sends the right template when a job moves to its next stage, the same logic behind good automated customer reminders.

Checklist before you submit

  • The category matches the content
  • The first line makes the sender clear
  • Every placeholder has a realistic sample
  • The template does not start or end with a placeholder
  • There is one clear action, ideally a button
  • Marketing templates offer an easy way to opt out
  • It will go only to customers who opted in to WhatsApp messages

Templates are your voice outside the chat

WhatsApp message templates decide how your business sounds every time it speaks first. A good template gets approved because it is honest and correctly categorised, and gets read because it is short, personal and useful. Connected to your CRM, templates go out at the right moment without anyone having to remember.

At Kaede Digital we write the templates, submit them for review and connect them to your WhatsApp bot for business and CRM, so every reminder, update and offer goes out exactly when it should, and only to people who asked for it.

FAQ

How long does template approval take?

Review is usually quick, but it can take longer, especially when the content is borderline. Submit templates early, before you need them, and keep an alternative wording ready in case one is rejected.

Do I need a template to reply to a customer who messaged me?

No. When a customer writes to you, a customer service window opens in which you can reply freely, without a template. You need a template when you start the conversation, or once that window has closed.

Can I edit a template after it is approved?

Yes, and the edited version goes through review again. There are limits on how often you can edit, so when the content changes substantially, it is often simpler to create a new template with a clear name.

Why was my template rejected?

Common reasons are a category that does not match the content, placeholders without samples or at the very start or end, misleading wording, or content the policies do not allow. Meta shows a rejection reason, and you can fix the template and resubmit or request another review.

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