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How-to guideTemplates

Create a template

Write a message for Meta to approve, so you can start conversations and send campaigns.

5 minutesOwners and adminsUpdated

You need a template to message a customer who hasn’t written to you in the last 24 hours, and for every campaign.

  1. Go to Campaigns > Message templates and click Create template.
  2. Optional: open Start from an example and pick one, like Order confirmation, to fill everything in. Then change it to suit you.
  3. Under What are you sending?, choose the category:
    • Marketing: offers, launches, invitations and news.
    • Utility: order updates, reminders and account alerts.
    • Authentication: one-time codes to log in or verify.
  4. In Name, enter a name with lowercase letters, numbers and underscores, like diwali_offer. Customers never see it.
  5. Choose the Language the message is written in.
  6. In Message text, write the message. Click Add variable where something changes per customer, like their name.
  7. Under Examples for your variables, enter a realistic example for each one.
  8. Optional: add a Header, a Footer and Buttons.
  9. Click Create.

The Live preview shows the message as the customer will see it.

The template is saved as Draft. Meta hasn’t seen it yet: to use it, get it approved.