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Create Template Basic Info This is where you put on your creative hat. As we said before, you can’t greet a customer on WhatsApp without permission. You need a template. In this section, you’ll design that message, add some nice buttons, and send it to Meta so they can give us the green light. 👍

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Step 1: The Basics (Basic Information)

First, let’s identify what we’re about to create.
  • Name of the template: Give it an internal name. Your customer won’t see it, but you will.
    • Bad: template_1_final_final_definitive
    • Good: summer_promo_2024 or payment_receipt.
  • Category: Meta is very strict here. Don’t lie!
    • 📢 Marketing: If you’re selling something, offering discounts, or recovering abandoned carts.
    • 🧾 Utility: If you’re sending a receipt, an order status update, or a security alert.
  • Language: The language of the message.

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Step 2: The Content (Message Content) ✍️

Message Content Editor This is where you write the message. It has three parts:

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A. Header (Optional – The Header)

The first thing the user sees. It can be:
  • Text: A bold title.
  • Media: An Image 📸 (highly recommended for Marketing), a Video, or a Document (ideal for sending invoice PDFs).

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B. Message Body (The Body)

The main text. This is where we use the magic of variables ✨. Don’t write “Hello John”. Write “Hello {{name}}”.
  • Variables such as {{1}}, {{name}}, or {{price}} are placeholders that will be automatically filled with data from your database when the message is sent. That way, each customer feels like you’re speaking directly to them.
A small, grey text at the end. Use it for signatures or legal disclaimers.
  • e.g.: “Sent by Lovi AI” or “Thank you for your trust”.

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Step 3: The Buttons 🔘

Buttons Configuration Pro tip: A message with buttons converts three times more than a plain text message. Use them. You can add up to 10 buttons, but Meta has rules about the types:
  1. 🚀 Quick Response: Simple text (e.g. “Yes, I’m interested”, “No thanks”). The user taps and sends the response.
  2. 🌐 Go to website: Opens your website (maximum 2 buttons of this type).
  3. 📞 Call phone number: Opens the phone dialler so the user can call you (maximum 1 button).
  4. ⚡ Complete flow: For advanced use cases, such as opening a form inside WhatsApp (maximum 1 button).
The rule of 10: You can mix button types, but the total number cannot exceed 10.

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🚀 Send for Approval!

When you click Save:
  1. Your template is saved in Lovi.
  2. It is automatically sent to Meta’s servers.
  3. We wait for the verdict. ⚖️
    • If you respected the category and didn’t behave like a spammer, it will be approved within minutes (or a couple of hours).
    • You’ll be able to see the status in the Templates tab (Module 13).
Time to create! Make that first message count. 💬