WhatsApp templates are reusable messages you send to candidates. Because WhatsApp is a Meta channel, every template is reviewed by Meta before it can be sent. You build and submit them under Templates → WhatsApp Templates. This requires a role with permission to manage templates & workflows (typically Admins), with WhatsApp enabled.
Before you start
Required role: a role with the Manage templates & workflows permission (typically Admins); WhatsApp enabled
Where to find it: Settings → Templates → WhatsApp Templates
How to create a WhatsApp template
Open Settings → Templates → WhatsApp Templates and click + New template.
Enter a Name, and choose the Type, Language, and Category (for example, Utility or Marketing).
Write the Body. Insert variables — such as {{candidate_name}}, {{job_title}}, {{company_name}}, {{event_date}}, {{scheduling_link}} — using the chips under the field. A live phone preview shows how it will look.
Click Submit to send it to Meta for review.
💡 A variable can't be at the very start or end of the template — keep some text around it.
Frequently asked questions
Why does my WhatsApp template need approval?
WhatsApp requires Meta to review message templates before they're sent. See Understanding WhatsApp Template Approval for timelines and what to do if a template is rejected.
What are the variables for?
Variables are filled in with each candidate's details when the message is sent, so one approved template works for everyone.