RateUp Documentation
Whatsapp

Templates

Build and manage the pre-approved messages you need to reach customers outside the 24-hour window.

A template is a message format approved by WhatsApp in advance. Templates are the only way to message a customer more than 24 hours after their last message — which makes them the backbone of campaigns and re-engagement.

Your templates

Creating a Template

Click Create Template and choose a starting point: Blank Template, or Create Draft from Predefined Template to start from a ready-made one.

Enter a template name. Lower-case letters and underscores only.

Choose the category and language.

Build the message in the template editor — header, body, footer and buttons.

Save as draft while you work, or Save & Submit to send it to WhatsApp for approval.


Message Structure

PartPurpose
HeaderOptional title, image, video or document
BodyThe message itself — supports bold, italic, strikethrough and monospace
FooterOptional small print
ButtonsOptional actions

Variables

Insert {{1}}, {{2}} and so on to personalise a template — a name, an order number, a date.

Click Add Variable where you want it. The next free placeholder — {{1}}, then {{2}} — is inserted at the cursor.

Provide an example value. WhatsApp requires one for approval and rejects templates without it.

Variables are positional. Reordering your text without reordering the values breaks every send — always preview before submitting.


Button Types

TypeDoes
Quick Reply ButtonsSends a canned reply back to you
Call-To-Action ButtonsVisit a Website or Call phone number
Catalog ButtonsOpens your product catalog
Authentication ButtonsOne-time password flows — Copy offer code, code expiration
RateUp Interactive ButtonsOpens a RateUp Web Survey or a Flow

Rules the editor enforces:

  • A maximum of 12 buttons
  • Only one authentication button
  • Flow and catalog (MPM) buttons are exclusive — remove one to add the other

Approval

Submitted templates are reviewed by WhatsApp. Until approved, a template cannot be sent.

Common rejection causes:

CauseFix
Missing variable examplesFill in an example for every variable
Promotional content in a utility categoryPick the right category
Vague or misleading wordingSay plainly what the message is
Wrong language selectedMatch the language to the content

Get templates approved before the campaign you need them for. Approval is not instant, and a rejection means starting the wait again.


Managing Templates

ActionNotes
PreviewSee the rendered message before submitting
EditChange a draft
Create DraftCopy an existing template as a starting point
SyncPull the latest approval status from WhatsApp
DeleteRemoves the template
Filter by TeamsNarrow the list to one team's templates

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