Template Messages

Template messages are pre-approved message formats that businesses can use for notifications, confirmations, and other structured communications. They must be approved by WhatsApp before use.

What are Template Messages?

Template messages are structured message formats with predefined content and variable parameters. They’re used for:

Order confirmations
Delivery notifications
Appointment reminders
Account alerts
Marketing messages (with user opt-in)

Basic Template Message

await client.sendTemplate(
  '+573001234567',
  'hello_world',  // Template name (must be approved)
  'en_US',        // Language code
  []              // Parameters (if any)
);

Template with Parameters

await client.sendTemplate(
  '+573001234567',
  'order_confirmation',
  'en',
  [
    {
      type: 'body',
      parameters: [
        { type: 'text', text: 'John Smith' },      // Customer name
        { type: 'text', text: 'ORD-2024-001' },   // Order ID
        { type: 'text', text: '$149.99' }         // Total amount
      ]
    }
  ]
);

Template Structure

Templates consist of several components:

Header Component

{
  type: 'header',
  parameters: [
    {
      type: 'image',
      image: {
        link: 'https://example.com/header-image.jpg'
      }
    }
  ]
}

Body Component

{
  type: 'body', 
  parameters: [
    { type: 'text', text: 'Customer Name' },
    { type: 'text', text: '2024-01-15' },
    { type: 'currency', 
      currency: { 
        fallback_value: '$50.00',
        code: 'USD',
        amount_1000: 50000 
      }
    }
  ]
}

Button Components

{
  type: 'button',
  sub_type: 'url',
  index: 0,
  parameters: [
    {
      type: 'text',
      text: 'ORDER123' // Dynamic part of URL
    }
  ]
}

Complete Template Examples

Order Confirmation Template

const sendOrderConfirmation = async (
  customerPhone: string,
  customerName: string, 
  orderId: string,
  total: string,
  trackingUrl: string
) => {
  await client.sendTemplate(
    customerPhone,
    'order_confirmation',
    'en',
    [
      {
        type: 'header',
        parameters: [
          {
            type: 'image',
            image: {
              link: 'https://store.com/images/order-success.jpg'
            }
          }
        ]
      },
      {
        type: 'body',
        parameters: [
          { type: 'text', text: customerName },
          { type: 'text', text: orderId },
          { type: 'text', text: total }
        ]
      },
      {
        type: 'button',
        sub_type: 'url',
        index: 0,
        parameters: [
          {
            type: 'text',
            text: orderId // This replaces {{1}} in URL
          }
        ]
      }
    ]
  );
};

Appointment Reminder Template

const sendAppointmentReminder = async (
  patientPhone: string,
  patientName: string,
  appointmentDate: string,
  doctorName: string,
  clinicName: string
) => {
  await client.sendTemplate(
    patientPhone,
    'appointment_reminder',
    'en',
    [
      {
        type: 'body',
        parameters: [
          { type: 'text', text: patientName },
          { type: 'text', text: appointmentDate },
          { type: 'text', text: doctorName },
          { type: 'text', text: clinicName }
        ]
      },
      {
        type: 'button',
        sub_type: 'quick_reply',
        index: 0,
        parameters: [
          {
            type: 'payload',
            payload: `confirm_${patientPhone}_${appointmentDate}`
          }
        ]
      },
      {
        type: 'button', 
        sub_type: 'quick_reply',
        index: 1,
        parameters: [
          {
            type: 'payload',
            payload: `reschedule_${patientPhone}_${appointmentDate}`
          }
        ]
      }
    ]
  );
};

Delivery Notification Template

const sendDeliveryNotification = async (
  customerPhone: string,
  customerName: string,
  orderId: string,
  deliveryTime: string,
  driverName: string
) => {
  await client.sendTemplate(
    customerPhone,
    'delivery_update',
    'en',
    [
      {
        type: 'header',
        parameters: [
          {
            type: 'location',
            location: {
              latitude: 4.6097,
              longitude: -74.0817,
              name: 'Delivery Location',
              address: 'Customer Address'
            }
          }
        ]
      },
      {
        type: 'body',
        parameters: [
          { type: 'text', text: customerName },
          { type: 'text', text: orderId },
          { type: 'text', text: deliveryTime },
          { type: 'text', text: driverName }
        ]
      }
    ]
  );
};

Parameter Types

Text Parameters

{ type: 'text', text: 'John Smith' }

Currency Parameters

{ 
  type: 'currency',
  currency: {
    fallback_value: '$99.99',
    code: 'USD',
    amount_1000: 99990  // Amount in 1/1000 of currency unit
  }
}

Date/Time Parameters

{ 
  type: 'date_time',
  date_time: {
    fallback_value: 'January 15, 2024',
    day_of_week: 1,      // 1-7 (Monday-Sunday)
    day_of_month: 15,
    month: 1,            // 1-12
    year: 2024,
    hour: 14,            // 0-23
    minute: 30,          // 0-59
    calendar: 'GREGORIAN'
  }
}

Image Parameters

{
  type: 'image',
  image: {
    link: 'https://example.com/image.jpg',
    id: 'media_id_here'  // Alternative to link
  }
}

Document Parameters

{
  type: 'document',
  document: {
    link: 'https://example.com/invoice.pdf',
    filename: 'Invoice_2024.pdf'
  }
}

Video Parameters

{
  type: 'video',
  video: {
    link: 'https://example.com/video.mp4',
    id: 'media_id_here'
  }
}

Multi-Language Templates

const sendMultiLanguageTemplate = async (
  phone: string,
  customerName: string,
  orderId: string,
  preferredLanguage: string = 'en'
) => {
  const languageMap = {
    'en': 'order_confirmation_en',
    'es': 'order_confirmation_es', 
    'fr': 'order_confirmation_fr',
    'pt': 'order_confirmation_pt'
  };
  
  const templateName = languageMap[preferredLanguage] || languageMap['en'];
  
  await client.sendTemplate(
    phone,
    templateName,
    preferredLanguage,
    [
      {
        type: 'body',
        parameters: [
          { type: 'text', text: customerName },
          { type: 'text', text: orderId }
        ]
      }
    ]
  );
};

Handling Template Responses

const processor = client.createWebhookProcessor({
  onButtonClick: async (message) => {
    const payload = message.interactive.button_reply?.payload;
    
    if (payload?.startsWith('confirm_')) {
      const [action, phone, date] = payload.split('_');
      await handleAppointmentConfirmation(phone, date);
    } 
    else if (payload?.startsWith('reschedule_')) {
      const [action, phone, date] = payload.split('_');
      await handleAppointmentReschedule(phone, date);
    }
  }
});

const handleAppointmentConfirmation = async (phone: string, date: string) => {
  await client.sendText(
    phone,
    '✅ Your appointment has been confirmed!\n\n' +
    `📅 Date: ${date}\n` +
    '⏰ Please arrive 15 minutes early\n' +
    '📍 Address will be sent 1 hour before appointment'
  );
};

Template Management

Creating Templates

Templates must be created and approved through the WhatsApp Business Manager:

Go to WhatsApp Business Manager
Navigate to Account Tools > Message Templates
Click “Create Template”
Define template structure and content
Submit for approval
Wait for approval (usually 24-48 hours)

Template Approval Process

Common approval guidelines:

Clear, professional language
Obvious opt-out instructions for marketing
No misleading information
Proper use of variables
Compliance with WhatsApp policies

Template Categories

Category	Purpose	Examples
UTILITY	Account updates, confirmations	Order confirmations, password resets
MARKETING	Promotional content	Sales, new products, offers
AUTHENTICATION	OTP and security codes	2FA codes, verification

Best Practices

1. Parameter Validation

const validateTemplateParams = (templateName: string, params: any[]) => {
  const templates = {
    'order_confirmation': {
      requiredParams: 3,
      types: ['text', 'text', 'text']
    },
    'appointment_reminder': {
      requiredParams: 4,
      types: ['text', 'text', 'text', 'text']
    }
  };
  
  const template = templates[templateName];
  if (!template) {
    throw new Error(`Unknown template: ${templateName}`);
  }
  
  if (params.length !== template.requiredParams) {
    throw new Error(`Template ${templateName} requires ${template.requiredParams} parameters`);
  }
};

2. Fallback Values

const sendTemplateWithFallback = async (phone: string, templateData: any) => {
  try {
    await client.sendTemplate(
      phone,
      templateData.templateName,
      templateData.language,
      templateData.parameters
    );
  } catch (error) {
    // Fall back to regular text message
    console.warn('Template failed, sending text fallback:', error.message);
    
    const fallbackMessage = generateFallbackText(templateData);
    await client.sendText(phone, fallbackMessage);
  }
};

3. Template Analytics

const trackTemplateUsage = {
  sent: new Map(),
  delivered: new Map(),
  
  trackSent: (templateName: string) => {
    const current = trackTemplateUsage.sent.get(templateName) || 0;
    trackTemplateUsage.sent.set(templateName, current + 1);
  },
  
  getStats: () => {
    return {
      totalSent: Array.from(trackTemplateUsage.sent.values()).reduce((a, b) => a + b, 0),
      mostUsed: Array.from(trackTemplateUsage.sent.entries()).sort(([,a], [,b]) => b - a)[0]
    };
  }
};

4. Rate Limiting for Templates

import { delay } from 'whatsapp-client-sdk';

const sendBulkTemplates = async (recipients: string[], templateData: any) => {
  const BATCH_SIZE = 100;
  const DELAY_BETWEEN_BATCHES = 60000; // 1 minute
  
  for (let i = 0; i < recipients.length; i += BATCH_SIZE) {
    const batch = recipients.slice(i, i + BATCH_SIZE);
    
    await Promise.all(
      batch.map(phone => 
        client.sendTemplate(
          phone,
          templateData.templateName,
          templateData.language,
          templateData.parameters
        )
      )
    );
    
    if (i + BATCH_SIZE < recipients.length) {
      console.log(`Batch completed, waiting ${DELAY_BETWEEN_BATCHES/1000}s...`);
      await delay(DELAY_BETWEEN_BATCHES);
    }
  }
};

Template messages are essential for professional business communications on WhatsApp. They provide structure, ensure compliance, and enable automated messaging at scale.

​Template Messages

​What are Template Messages?

​Basic Template Message

​Template with Parameters

​Template Structure

​Header Component

​Body Component

​Button Components

​Complete Template Examples

​Order Confirmation Template

​Appointment Reminder Template

​Delivery Notification Template

​Parameter Types

​Text Parameters

​Currency Parameters

​Date/Time Parameters

​Image Parameters

​Document Parameters

​Video Parameters

​Multi-Language Templates

​Handling Template Responses

​Template Management

​Creating Templates

​Template Approval Process

​Template Categories

​Best Practices

​1. Parameter Validation

​2. Fallback Values

​3. Template Analytics

​4. Rate Limiting for Templates