> For the complete documentation index, see [llms.txt](https://help.reekolect.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.reekolect.ai/reekolect-resource-center/how-reekolect-works/bot-management/marketing-automation/whatsapp-template-setup.md).

# WhatsApp Template Setup

## **Setting Up WhatsApp Templates:**

#### **1. Navigating to WhatsApp Templates**

* Go to your WhatsApp Bot.
* Click on **WhatsApp Automation** → **Templates**.
* Choose from **Chatflow Templates** or **Message Templates**.

#### **2. Using Chatflow Templates**

* Hover over a template to **Preview** or **Use Template**.
* Click **Use Template** to apply it directly in your chatflow.
* Customize it under **Edit Your Chat Flow**.

#### **3. Using Message Templates**

* Click **Message Templates** to choose from the **Templates Gallery** or create a custom template under **Your Templates**.
* Hover over a template to **Preview** or **Use Template**.

#### **4. Creating a Regular Template**

* Go to **Your Templates** → **Create Template**.
* Enter **Template Name, Category, and Language**.
* Choose a **Header Format** (Text, Image, Video, or Document).
* Add content in the **Body** (Use `{{ }}` for variables).
* Enter **Footer Content**.
* Add **Buttons** and configure them as needed.
* Click **Save as Draft** to edit later or **Submit for Approval**.
* Approved templates will be available under **Manage Templates**.

#### **5. Creating a Carousel Template**

* Select **Carousel** as the template type.
* Add **Bubble Text** and variables.
* Set up **Carousel Cards** (Media, CTA Buttons, Quick Replies).
* Add up to **10 cards** with images and descriptions.
* Click **Save as Draft** or **Submit for Approval**.

#### **6. Finalizing & Approval**

* Once submitted, WhatsApp will review your template.
* Manage templates under **Actions** (Copy ID, Delete, Assign Flow).

Done! Your WhatsApp template is now ready for approval and use. 🚀


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