The Manage Template section in Go4WhatsUp is your central hub for creating, testing, and managing WhatsApp templates. These templates can be used for auto-replies, promotions, payments, and customer engagement, making communication faster, consistent, and professional.

Two Types of Templates

1. Templates That Need Meta Approval

• Used for broadcasts, promotions, or updates

• Require Meta review (up to 24 hours)

• Can be sent anytime, even if the customer hasn’t opened a chat

• Examples: “Your order has been shipped,” “Diwali Offer – Flat 20% OFF”

2. Templates That Don’t Need Meta Approval (Interactive)

• Used only inside active chats

• No approval required → send instantly

• Perfect for chatbot replies, FAQs, or payment flows

• Examples: “Choose [Track Order] [New Order] [Support],” “Pay Now”

Why Templates Matter

• Maintain professional and consistent communication

• Save time with ready-to-use messages

• Support chatbots, broadcasts, and flows in one place

Template Listing Screen

Update Options:

• Soft Update → Change variables only (no re-approval)

• Hard Update → Change full content (Meta re-approval needed, ~24 hrs)

• Update Status Button → Refresh approval status

Menu 1: Auto-Response Templates

• Used in active sessions (Interactive)

• Fields:

  • Header → None / Text / Media (image, video, doc)

  • Template Type → Interactive, Enquiry, Callback & Meeting, Meeting Time Slot, User Address, Payment (OTAP/Razorpay/Stripe)

  • Interaction Type → Button (max 3), List, URL, Product List, Flow, Send Location

  • Body → Manual or AI-generated

  • Footer → Optional note

Example: Chatbot asks, “How can we help?” with buttons: [Track Order] [Place New Order] [Talk to Support]

Menu 2: Broadcast Templates

• Used for mass campaigns (Marketing/Utility/Authentication)

• Require Meta approval

• Template Categories: Normal, Enquiry, Callback & Meeting, Product, Service, Carousel, Catalog, Coupon Code

• Body → Manual or AI-generated

Special Rules:

• Flow template inside Broadcast → must pick from existing Flow List

• Catalog template → requires connected catalog + product selection

Example: Send “Summer Collection 2025” catalog to all customers

Menu 3: Flow List

• Interactive forms used inside Broadcast templates

• Cannot be sent independently

• Designer View: Drag & drop controls (Single Line, Long Text, Radio, Checkbox, File Upload, Dropdown)

• Preview: See form before saving

Example: Create a Feedback Flow with rating + comment box → attach to Broadcast template

Body Content – Manual or AI-Generated

1. Manual Entry

• Type your message directly

• Best for simple updates

2. AI-Generated (Smart Content Generator)

• Works across all template types

• Input Options:

  • Voice Input → Speak your campaign goal

  • Manual Input → Type your subject/idea

• Choose Style: Normal / Poetic / Funny / Exotic

• AI generates 4 variations for testing

• AI Tab → Stores generated content for reuse

Example: Input “Announce Diwali Sale – Flat 20% OFF” → AI generates:

• “Light up your Diwali with 20% off 🎇”

• “This Diwali, save big on every smile 🌟”

Step 1: Create Auto-Response Template

1. Go to Auto-Response → Create Template

2. Add header, body (manual/AI), footer

3. Choose interaction type (button/list/url/product/flow/location)

4. Save → Test

Step 2: Create Broadcast Template

1. Go to Broadcast → Create Template

2. Add header, body (manual/AI), footer

3. Pick category (Normal/Product/Service/Catalog/Flow/etc.)

   • If Flow → select an existing Flow

   • If Catalog → select products from catalog

4. Submit for Meta approval

5. Once approved → use in broadcasts

Step 3: Create Flow

1. Go to Flow List → Create Flow

2. Build using Designer View (drag & drop controls)

3. Save + Preview

4. Attach Flow in a Broadcast template

Tips & Best Practices

• Use Marketing Templates → Offers, promotions, reminders

• Use Utility Templates → Transactional updates (order shipped, payment received)

• Use Interactive Templates → Real-time chats or chatbots

• Always Test Templates before large broadcasts

• Keep text short and clear → WhatsApp may reject unclear or overly promotional wording

FAQs – Manage Templates Go4WhatsUp

1. What is the Manage Template section?

It’s the central hub for creating, testing, and managing WhatsApp templates for auto-replies, broadcasts, and flows.

2. Which templates require Meta approval?

Templates for Marketing, Utility, or Authentication need Meta approval (up to 24 hours). Interactive templates for active chats do not.

3. Can I test templates before sending?

Yes. Enter a mobile number in Test Template to verify delivery.

4. What is a Flow template?

A Flow template is an interactive form used inside Broadcast templates. It cannot be sent independently.

5. How do I update a template?

• Soft Update → Change variables only, no re-approval needed

• Hard Update → Full content changes, requires Meta re-approval (~24 hrs)

6. Can AI generate template content?

Yes. Use the Smart Content Generator to generate multiple message variations based on style and campaign goal.