Step 3 — Manage Templates 

What you see: 

  • Template name, body text, placeholders. 
  • Status (Pending, Approved). 

Why it matters: 

  • Templates standardize outbound messages and meet channel rules. 

What you need before this step: 

  • For WhatsApp: Meta approval.
  • For Email: Approved sender domain.     

Outcome after action: 

  • Approved templates reusable across campaigns. 

Best practice: 

  • Use placeholders for personalization (e.g., {{FirstName}}). 
  • Keep templates concise and professional. 

Next

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