How to create WhatsApp templates

Quick answer

WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider.

When to use this

Use this when a payment reminder, invoice message, or customer update is not going.

Steps

1. Check that the customer mobile number is correct.
2. Confirm that WhatsApp sending is enabled for your account.
3. Use an approved template where required.
4. Check delivery status after sending.
5. Raise a ticket with customer number, template name, and screenshot if it fails again.

Screenshots

Add a mobile screenshot of the page, invoice, customer record, error, or website screen when raising a ticket.

Common problems

- Template not approved
- Customer number is invalid
- Customer has not opted in

Related articles

- How to send payment reminder on WhatsApp
- Why WhatsApp templates need approval
- How to stop sending reminders to a customer

Still need help?

Use the Raise a Ticket button and choose a simple reason like "My login is not working", "My invoice is wrong", "My WhatsApp message is not going", "I need help setting up my CRM", "I want to change my plan", or "My website is down".