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If your WhatsApp Business account in Meta already has templates, you don’t need to create them again in Jelou. Syncing brings them in for the channel you choose and makes them available in your template list. The process runs in the background. You can keep working while it advances and follow it from a banner above the table.

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Before you start

Make sure you meet the following:
  • You have the permission to create templates.
  • Have a connected WhatsApp channel. Test (sandbox) channels don’t support syncing.

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Sync your templates

1

Go to Templates

Go to Campaigns → Templates.
2

Apply the channel filter

Select the channel you want to sync and apply the filter. The sync option is only enabled when the selected channel is the one applied in the table.
3

Open the Manage templates menu

When syncing is available to you, the create button in the header becomes a menu with two options:
  • Send template: opens the usual template creation.
  • Sync with Meta: starts the sync for the applied channel.
4

Select Sync with Meta

Jelou first checks what would change. If there are templates to sync, the process starts right away and doesn’t ask for confirmation.If everything is up to date, you will see the message Your templates are already synced with your provider and nothing starts.
5

Follow the progress

A banner with the progress appears below the header. When it finishes, the table refreshes on its own with the imported templates.

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When the option is disabled

The Sync with Meta option is disabled in these cases:

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Statuses and banners

The banner appears below the header and changes according to the sync status:

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If the sync is incomplete

The error banner shows how many templates were imported and how many are pending. Click Show details to see:
  • The cause of the error.
  • The imported and pending templates.
  • The Retry button.
These are the most common causes:
If you start the sync and close the screen, the process continues. When you return to Templates you will see the banner with the current status.
If an action fails, a message with the reason appears. If none is available, you will see: “We couldn’t sync the templates. Try again.”

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Templates with an image, video or document

Meta doesn’t provide the sample file for templates with an image, video or document header. That’s why these templates are imported without a file and are marked as Media file pending. If there are such templates, the completed banner flags it with an additional notice and the count. When you open one of them you will see the message: “This template was imported from your provider without a media file. You can upload it now or when sending the campaign.” To upload it now:
1

Open the template

Select it in the templates table.
2

Upload the file

Click Upload file and upload the file. This requires the permission to edit templates.
Allowed formats and maximum sizes:
The file you upload is used by default when sending the template. It doesn’t change the template in Meta or require a new approval. To pick good dimensions, check the media recommendations.

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Next steps

Your first template

Create a template from scratch and submit it for review.

Template categorization

Understand how the category affects pricing and approval.