RateUp Documentation

The template detail page — every field, the formatting toolbar, button rules, what each template type forces, and what happens on submit.

Creating a template, or opening one from the Templates list, opens the editor: one form, top to bottom, with the rendered message a click away behind Preview.

The Header

Control	Does
Preview	Shows the message as WhatsApp will render it, in a phone frame
Save as draft	Keeps it in RateUp without sending it to WhatsApp. `Ctrl`/`Cmd` + `S` does the same
Save & Submit	Sends it to WhatsApp for approval
Edit	Appears instead on a template already submitted — the fields are read-only until you click it
Status badge	Where the template stands with WhatsApp — DRAFT until you submit
Template ID	Meta's id for the template, with a copy button. Only on a saved template

Anything the save rejects appears in a red band at the top of the form — "Error Saving Changes" plus whatever WhatsApp reported.

The Fields

Field	Notes
Template Name	Lower-case letters and underscores only — the hint sits beside the label. Counter runs to 512
TemplateType	What kind of message this is — see below
Category	MARKETING, UTILITY or AUTHENTICATION
Language	One template, one language. Send the wrong language and it will not match your audience
Account	Which of your WhatsApp numbers owns the template
Broadcast header	The header: None, Text, Image, Video, Document, Location or Product
Body	The message. Required, up to 1024 characters
Footer (Optional)	Small print — "Footers are great to add any disclaimers or to add a thoughtful PS". Up to 60 characters
Buttons (Optional)	Added with + Add Action Button — see below
Code Expiration (minutes)	Replaces Footer on an AUTHENTICATION template. Between 1 and 90 minutes

Required fields carry a red asterisk, and every counter shows how much room is left.

Template types

The dropdown shows them in the API's own spelling:

Type	What it changes
GENERAL_NOTIFICATION	The default. You choose the category
ORDER_DETAILS	Forces UTILITY and an image header, and adds the checkout configuration below. Cannot be saved as a draft
PAYMENT_CONFIRMATION	Forces UTILITY
LOYALTY	For loyalty messages
CAROUSEL	Forces MARKETING and builds a scrollable card set

Switching type after you have written the message can move your category out from under you. Pick the type first, then write.

Writing the Body

The toolbar above the body applies WhatsApp's own formatting:

Button	Produces
Bold	`bold`
Italic	`_italic_`
StikeThough	`~struck through~`
Monospace	```monospace```
Add Variable	Inserts the next `{{n}}` at the cursor
Undo the last text formating	Reverts the last formatting change

There is an emoji picker at the left of the same toolbar.

Variables

Add Variable numbers them for you — {{1}}, then {{2}}, and so on. Each one gets its own example field below the body, prompting "Enter the content for {{1}}".

Both variable rules are enforced only when you submit, and both reject the whole template: "Dynamic variables name should is sequential numeric order" if the numbers skip or repeat, and "Please provide example values for all dynamic variables" if any example is blank. Fill the examples in as you add each variable rather than at the end.

Buttons

Click + Add Action Button and pick from the grouped menu. Up to 12 in total — what you may combine is constrained by WhatsApp, and the editor refuses the combination rather than letting WhatsApp reject it later.

Group	Buttons
Quick Reply Buttons	Custom — sends a canned reply back to you. The only type you may have several of
Call-To-Action Buttons	Call phone number · Copy offer code · Visit website
Rateup Interactive Buttons	Whatsapp Flow opens a flow; Rateup Web Survey opens a web form
Catalog Buttons	View Catalog · MPM (Multi-Product) · SPM (Single-Product) · Checkout Button
Authentication Buttons	OTP (One-Time Password) — offered only when the category is AUTHENTICATION

An option you cannot use is disabled with the reason on hover — "Already added", "Only one authentication button allowed", "Remove all buttons to add View catalog button".

Message you may hit	Meaning
"Only one button allowed for this type"	Every type except quick reply is limited to one
"Only quick reply buttons are allowed along with checkout button. Remove others to add checkout button"	Clear the other buttons first
"Max number of button in buttons should be 12"	Remove one

Order Details & Checkout

Choosing ORDER_DETAILS — or adding a Checkout Button — turns the template into a payable order and adds a configuration block: the item's name, price and tax, the order type, and the payment configuration to charge through.

The category is set to UTILITY and the header to an image for you, because WhatsApp requires both. Save as draft is not offered for this type.

Payments →

Read-Only After Submission

Once a template has been submitted, its fields lock. Click Edit to change it — and remember that an edit puts the template back through WhatsApp's review.

Editing an approved template is not free: it re-enters review, and until it clears you cannot rely on it for a campaign. If you need a variant in a hurry, create a new template instead of editing the one your campaigns already use.

Troubleshooting

Symptom	Cause	Fix
"Error in Template" on submit	A required field is empty	The message names the first field it found
Name rejected	Capitals, spaces or punctuation	Lower-case letters and underscores only
Category keeps changing back	The template type forces it	Change the type, or accept the category
Fields cannot be typed in	The template is submitted or approved	Click Edit
Approved template will not send	Wrong account, or no consent from the contact	Check the Account field and the contact's consent

Templates — the list, approval and syncing
Sending Templates — using one in a conversation
Campaigns — sending one to many people
Flow Editor — what a flow button opens

Template Editor