When to use a template
Use a template when:- The customer’s last message was more than 24 hours ago (the window has closed)
- You want to proactively start a conversation with a contact who has never messaged you
- You’re sending a broadcast to a list of contacts
Send a template from a conversation
- Open the conversation.
- Click Send template (the button appears in the message bar, or replaces the input box when the 24-hour window is closed).
- A dialog opens with your approved templates. Search or scroll to find the one you want.
- If the template has variable placeholders (e.g.
{{1}},{{2}}), fill in each value in the form fields shown. - Preview the final message in the preview panel on the right.
- Click Send.
Only templates with Approved status appear in the list. If a template you need isn’t showing, check its status at Templates in the sidebar.
Variable substitution
Templates can include numbered placeholders like{{1}}, {{2}} that you fill in at send time. For example:
Template body:
{{1}}→Rahul{{2}}→#ORD-4821{{3}}→Thursday
Template categories and cost
Meta charges for template messages based on category:| Category | Used for |
|---|---|
| Marketing | Promotions, offers, product announcements |
| Utility | Order updates, appointment reminders, account alerts |
| Authentication | OTPs and verification codes |