Send a WhatsApp template

Message a WhatsApp customer at any time with an approved template.

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  1. Open the WhatsApp conversation in the Inbox.
  2. Click Send template in the reply area.
  3. Choose an approved template. Use the search if you have many.
  4. Fill in the details, like the customer's name. The preview shows exactly what they'll receive.
  5. Click Send template, or choose Schedule for later to pick a date and time.

Only templates marked Approved appear in the list. If one is missing, it may still be in review. Create a WhatsApp template

Scheduled templates wait above the reply box until they're sent, and you can cancel them there.

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