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General Templates

Understand the basics of General Templates.

Martha Franklin avatar
Written by Martha Franklin
Updated yesterday

When would I use a general template?

A general template is useful when you want to send repetitive message content and, unlike WhatsApp templates, can be used on any channel.

It’s important to note that these templates can only be used when a conversation is already open. This means for WhatsApp (and in certain cases Instagram), they cannot be used to reach a customer outside of the 24-hour window. It is also good to know that these templates do not support variables.

It can help to think of them like a draft you’ve prepared in advance that you can quickly send whenever needed. They don’t open conversations, but they do speed up repetitive processes.

Who is able to create templates?

Admins

How do I create general templates?

  1. Click on Settings, Templates, General Templates and then New Template.

  2. Add whichever details you would like in the template and click create.

How do I send general templates?

In the desired chat, click on templates and then the template you would like to use.

FAQs

Can I send general templates in closed conversation windows?


No.

On which channels can I use general templates?

All of them.

Do they need to be approved by Meta?


No, neither Meta nor any other external body needs to approve these templates.

Can other users create general templates and have them approved by admins?

No.

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