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Smart CRM User Guide
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Create a WhatsApp template and get it approved

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Create and submit the template

  1. Confirm the intended WhatsApp Business number is connected.
  2. Open Marketing → Templates, choose a business category, then select New Template → WhatsApp.
  3. Select the number and review the language and Meta category. Write the message and check the preview. Supply example values for any variables the builder requires.
  4. Submit the template for Meta approval. Reopen the card or refresh statuses to check its progress.

Check approval and test the send

  • Pending: Wait for Meta to finish reviewing it. Choose an existing approved template if you need to send now.
  • Rejected: Read the reason shown and correct it before resubmitting.
  • Approved: Send to a test recipient using the intended number. Check the rendered variables and delivery before using it in a broadcast or API integration.

Watch WhatsApp settings and template creation.