How to Create and Manage WhatsApp Templates

To create and manage WhatsApp templates, you write them in your operations platform and submit them for Meta approval without going into Facebook. Once approved, they become available to the processes you choose.

Why templates are unavoidable

Templates are not a convenience feature. They are the only way to message a customer whose 24-hour window has closed.

Re-engaging a prospect who stopped replying
Sending a reminder days after the last exchange
Notifying a customer of a status change
Running any outbound communication at all through the official API

The three template categories

Marketing — promotional and re-engagement messages
Authentication — verification codes and access confirmations
Utility — transactional updates tied to an existing relationship
All three pass through Meta approval before becoming active

How to configure it in Jestor

Create the template in Jestor, without needing to open Facebook.
Submit it and wait for Meta's approval before it becomes active.
Select which approved templates are available for each process or flow.
Send a template directly from the conversation when the window is closed.
Watch for the warning Jestor shows if a template has a problem.

Why choose Jestor for template management?

Jestor manages templates inside the platform, so the person writing customer messages is not also the person who needs Facebook Business access. Availability is scoped per process, which keeps a support agent from accidentally sending a marketing template.

If something is wrong with a template, the platform flags it rather than letting the send fail quietly.

Frequently Asked Questions

Do templates need approval?

Yes, all templates pass through Meta approval before use.

Can I limit templates to one process?

Yes, availability is selected per flow. See jestor.com.

Do I need to open Facebook to manage them?

No, templates are created and managed inside the platform.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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