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How to create Whatsapp message templates in Ringover

  • Updated

WhatsApp message templates in Ringover are required by Meta to initiate business conversations and send transactional or promotional messages to your contacts. In this guide, you’ll learn how to create and submit message templates, navigate the Meta approval process, and send validated templates from your Ringover interface.

Create, validate, and send WhatsApp message templates in Ringover

Check the integration process first : How to set up WhatsApp in Ringover

1. Create and submit a WhatsApp message template

Navigate to your WhatsApp integration settings in Ringover to set up and submit your template.

  1. Go to your Integrations page in the Ringover Dashboard.
  2. Click on WhatsApp Business settings.
  3. Go to the Templates section and click on Add template.
  4. Enter a Template Name using only lowercase letters and underscores (e.g., customer_support_update).
  5. Select a Category for your template:
    • Marketing: For company-initiated promotional offers, product news, and engagement messages.
    • Utility: For transactional updates, order tracking, appointment confirmations, or user-requested alerts.
  6. Select the Assigned phone numbers (by default, link it to one of your account's phone numbers).
  7. Type your Message text in the editor.
💡Analogy for Message Templates: Think of a WhatsApp template like a formal greeting card. Before you can send it out, the postmaster (Meta) must review the design and text to ensure it follows the rules. Once approved, you select that specific approved card from your drawer (highlighted in dark green). After your contact receives the card and says "hello" back, you can chat freely!
  1. Add interactive buttons (optional):
    • Quick Action buttons: Offer pre-defined reply options for quick customer responses (e.g., "Confirm" or "Reschedule").
    • URL button: Direct customers to a specific webpage by defining a button label and destination link.
  2. Click to submit your template to Meta for review.

2. Understand the Meta review process

Track template status and await Meta's verification before attempting to send messages.

  1. Once submitted, your template automatically enters the Meta review queue.
  2. Wait for Meta to review and approve your template (typically takes anywhere from a few hours up to 24 hours).
  3. Monitor your inbox for a confirmation email notifying you when the template is active and visible in your account.
⚠️ Do not attempt to send messages using a template while it is under review, as doing so will trigger an error.

3. Select and send template messages from Ringover

Launch outbound messages using approved templates and begin free-flowing conversations.

  1. Open your Ringover user interface and select your contact.
  2. Open the template menu and click on your validated template (Note: You will know it is properly selected when the template highlight changes to dark green).
  3. Send the initial template message to your contact.
  4. Once your contact replies to the template message, you can continue a free-flowing conversation directly in the chat.

🎉 You now know how to create, submit, and send WhatsApp message templates in Ringover and can start reaching out to prospects and clients directly from your dialer!