Here you register all approved templates for the WhatsApp channel and create SMS and Email templates (which do not require Meta approval). Access: Marketing / Settings / Templates, as shown in the Figure 1:
Figure 1: Path to Templates.
Figure 2: Template List.
The main screen displays a table with all templates already registered in the system.
Available Buttons
: Creates a new template.
: Filters templates by service and name.
: Exports the list of templates that met the filter in CSV format.
The templates table contains the following columns:
Create Template
Figure 3: New Template.
By clicking the button 
the system opens the creation screen with three available tabs: WhatsApp, SMS and Email.
Register Template WhatsApp Tab
Figure 4: Template Creation Screen - WhatsApp.
WhatsApp templates are the only ones that require Meta approval. That's why here what we do is fetch the approved templates here to register on the platform.
That said, how about finding out how to fill in the fields above?
Name Field:
Defines the identifier name of the template on the platform.
It will be displayed in the list and used for selection in campaign sends.
It can be written normally, no need to use underscores.
Application:
Lists the WhatsApp Business applications registered in the system here.
Select the application in which you had the template approved by Meta here.
Upload File:
Bar that, when activated, allows you to select the file used in the header of the template from your work computer.
When not activated it shows the option to paste the file URL:
Allow Custom File:
Very useful function for document-type headers, for sending PDFs of overdue invoices, for example.
Template Preview:
Visual area on the right side of the screen.
Shows how the template will be displayed on WhatsApp.
Updates in real time as we progress in the registration.
Register Template SMS Tab
Figure 5: Template Creation Screen - SMS.
Name:
Defines the identifier name of the SMS template
Application:
Required selection field.
Lists the SMS applications registered in the system here.
Select the application that will be used to send the SMS.
Message:
Space to write the SMS message content.
Limit of 152 characters per message.
Important information:
The system displays the warning: The maximum allowed characters are 152. Remember that the 152 characters must already include the values of the parameters included in the message.
This means that variables (such as customer name, amount, date) must be considered in the calculation of the 152 characters.
Template Preview:
Visual area on the right side of the screen.
Shows how the message will appear on the recipient's phone.
If you want to see it full screen click 
How to Create an SMS Template
Select the Application desired
Type the message in the Message
Note the preview on the right
Click 
to save
Or click 
to discard
Register Template Email Tab
Figure 6: Template Creation Screen - Email.
Name:
Defines the identifier name of the email template
Subject:
Defines the subject that will appear in the email
Application:
Lists the email applications registered in the system here
Select the application that will be used for sending
Select Template / Upload Template:
Two buttons to choose how to create the email template
: Chooses a pre-existing template from the field list Template below
: Uploads a custom file from your work computer
Template:
Appears after clicking 
Lists templates available in the system and registered here
How to Create an Email Template
Figure 7: Template Creation - Email.
Option 1 - Use Existing Template (Figure 7):
Fill in the field Subject
Select the Application desired
Choose a template from the list
Option 2 - Upload Custom Template:
Same step-by-step as Figure 7 but downloading the template from the work computer.
Filter Templates
Figure 7: Filter templates.
The button Filters allows refining the view of registered templates.
Filter Fields
Service:
Options: WhatsApp, SMS, Email
Templates:
Filters by specific templates
Lists all registered templates
How to Apply Filters
Select the Service desired (optional)
Select Templates specific (optional)
Or click Cancel to close without filtering
Results will be updated according to the selected filters.
Export Templates
Figure 7: Export Modal.
The button Export allows generating reports of the template list.
How to Export
The system displays the logged-in user's email as recipient
The address can be changed if necessary
The file will be sent to the configured address, including only the templates visible after applying filters.
In the Actioncolumn, each template has a pencil (icon 
). By clicking it, the system opens the edit screen with the same fields as creation.
How to Edit
Click the pencil icon on the row of the desired template
Adjust the necessary fields
Click Confirm to save the changes
Or click Cancel to discard changes
Attention: Edits to templates already used in active campaigns may affect ongoing sends.
In the Actioncolumn, each template has a copy (icon 
). By clicking it, the system opens a references modal for copying.
Figure 9: Duplicate Template Icon.
Screen: References
The modal displays the technical references (IDs) of the original template that will be used to create the duplicate.
TEMPLATE:
Displays the unique ID of the original template
Example: 512552a5-bcd3-4963-b150-c788e10ca69c
Copy button on the side for easy reference
APPLICATION:
Displays the unique ID of the application linked to the template
Example: b33755fa-eeb5-4e49-8cee-2503c1059d04
Copy button on the side for easy reference
How to Duplicate
Click the copy icon on the row of the desired template
The system displays the modal with the references
(Optional) Use the copy buttons to save the references
The system automatically creates a copy of the template
Important:
The duplicate keeps all configurations of the original template
The duplicate receives a new ID (different from the original)
It will be necessary to edit the duplicate to change name or settings
Benefit: Allows quickly creating new templates based on existing models, saving configuration time and maintaining consistency.
Figure 8: Additional Information.
In the Actioncolumn, each template has a additional information (icon 
). By clicking it, the system opens a side panel to link additional information to the template.
Screen: Additional Information
The panel allows linking previously registered additional information to the template.
Additional information:
Lists the additional information registered in the system
Allows selecting one or more information items to link to the template
Value:
Allows defining the value corresponding to the selected additional information
Button + allows adding multiple key-value pairs
How to Link Additional Information
Click the additional information icon on the row of the desired template
In the Additional informationfield, select a key
In the Value, enter the corresponding value
(Optional) Click the + button to add more information
Benefit: Allows pre-configuring additional information that will be automatically associated with sends that use this template, enriching the service context.
Related documentation: To better understand the concept of Additional Information, consult Additional Information.
Delete Template
In the Actioncolumn, each template has a trash (icon 
). By clicking it, the system requests confirmation for deletion.
How to Delete
Click the trash icon on the row of the desired template
The system requests confirmation
Important:
Delete templates only if you are sure they are not being used in active campaigns
Deleted templates cannot be recovered
Consider deactivating instead of deleting to keep history
Relationship with WhatsApp Templates
Templates
Location: Marketing / Settings / Templates
Function: Manage templates already approved and registered in the system
What it does:
Lists all active templates
Allows creating records of approved templates
Organizes templates by channel
Facilitates search and selection for campaigns
When to use:
Register WhatsApp templates already approved by Meta
Fetch templates to use in campaigns
WhatsApp Templates
Location: Marketing / Settings / WhatsApp Templates
Function: Create and submit templates for Meta approval
What it does:
Creates new WhatsApp message models
Submits templates for Meta approval
Tracks approval status (Pending, Approved, Rejected)
Defines complete structure (Header, Body, Footer, Buttons)
When to use:
Create new WhatsApp templates from scratch
Submit templates for Meta approval
Create templates with media and buttons
Workflow
Wait for approval: Meta reviews and approves/rejects
Register on the platform: After approval, register here in Templates
Use in campaigns: Template will be available for selection in campaigns
, delete 
, duplicate 
and view additional information 
of the template
