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WhatsApp templates let you send proactive messages outside the 24-hour window.
In this guide you will create your first template in Jelou and get it ready for Meta review.

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Before you begin

Make sure you have:
  • A WhatsApp channel already connected
  • A defined message objective (informational, promotional, or authentication)
1

Go to Templates

Navigate to Campaigns → Templates.Click + Create.Here you can see all your templates and their status:
  • Pending
  • Approved
  • Rejected
2

Complete the general configuration

Template creation
Define the basic template details:Name
Use a clear and descriptive name (e.g., appointment_reminder).
The technical identifier is generated automatically according to Meta’s rules.
Language
Select the message language:
  • Spanish
  • English
  • Portuguese
Associated bot
Define which bot or flow will use this template to start or continue the conversation.Visibility in Connect
Decide whether agents can use this template manually from the Multi-agent Panel.
3

Select the correct category

Choose the category based on the message objective:
  • Utility: operational or transactional messages (confirmations, reminders).
  • Marketing: promotions, campaigns, announcements.
  • Authentication: sending security codes (OTP).
If the category does not match the content, Meta may automatically reclassify it.
4

Write the message content

Choose the format:
  • Text only
  • Image
  • Video
  • Document
Then write the main message.If you need personalization, add parameters (e.g., name, order number, date).For each parameter you must:
  • Indicate how many you are using
  • Provide an example
The footer is optional.
Authentication (OTP) templates do not allow this free format.
Best practices:
  • Do not use consecutive parameters.
  • Always separate parameters with text.
  • Keep the message focused on a single intent.
5

Add buttons (optional)

Depending on the template type, you can include buttons:
  • Redirect to a flow or workflow
  • URL (static or dynamic)
  • Phone call
The number and type of buttons allowed depends on the selected category.
6

Review and submit for approval

Before submitting:
  • Review the preview
  • Verify parameters and buttons
  • Confirm the creation
Once submitted, the template will enter Meta’s review process.
Approval time: Meta may take up to 48 hours to review the template, although the process is usually faster.

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Done

With your approved template you will be able to:
  • Start conversations outside the 24-hour window
  • Launch bulk campaigns
  • Allow agents to use templates from Connect
  • Automate operational or promotional notifications
This is how you build the foundation of your proactive communication on WhatsApp.