> ## Documentation Index
> Fetch the complete documentation index at: https://help.convertalk.com/llms.txt
> Use this file to discover all available pages before exploring further.

> This Page contains the information about configuring WA Templates.

# WhatsApp Template Setup

### To setup yours Whatsapp Templates

Step 1: Navigate to your Whatsapp Bot.

Step 2: Click on WhatsApp Automation.

Step 3: Select Templates.

Step 4: You will get option to select pre-defined Templates. You can either select from chatflow template or message templates.

#### **CHATFLOW TEMPLATE**

Step 5: When you hover your mouse on any of the template you will get option to take a preview or use template.

<img src="https://mintcdn.com/relinns-a79aef51/GxWikWdY1ew3m479/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-1.png?maxW=1866&auto=format&n=GxWikWdY1ew3m479&q=85&s=7dc2215b7b3fcda27fcca7e0d26cfa89" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 1 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-1.png" />

Step 6: While taking a preview you can click on Use Template to directly use it in your chatflow.

<img src="https://mintcdn.com/relinns-a79aef51/GxWikWdY1ew3m479/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-2.png?maxW=1866&auto=format&n=GxWikWdY1ew3m479&q=85&s=51602bb7ff007e40dfb2fb8034fd379d" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 2 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-2.png" />

Step 7: Once clicked on "Use Template" your chatflow template will be ready to be used and edited inside "Edit Your Chat Flow". You can customize it according to your requirements.

<img src="https://mintcdn.com/relinns-a79aef51/14YEAgn1BZPi_FhV/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-3.png?maxW=1866&auto=format&n=14YEAgn1BZPi_FhV&q=85&s=d52bcde75bfe49d0057ad21767b2d20f" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 3 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-3.png" />

#### **MESSAGE TEMPLATE**

Step 8: Click on Message Templates to select a pre-defined template form "Templates Gallery" or create and customize your personalised template by selecting "Your Templates".

Step 9: When you hover on any of the pre-defined templates you can either take a preview first or directly click on Use Template.

<img src="https://mintcdn.com/relinns-a79aef51/14YEAgn1BZPi_FhV/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-4.png?maxW=1866&auto=format&n=14YEAgn1BZPi_FhV&q=85&s=a013ff39d9bfaca0704eb0b218baf160" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 4 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-4.png" />

### **With Regular Template**

Step 10: You can create a new template in Your Template section. By selecting "Create Template".

Step 11: Under Create Templates section, enter name/title and category for your template. And also select a language for the same. You can select a type for your template by clicking on the drop down.

<img src="https://mintcdn.com/relinns-a79aef51/14YEAgn1BZPi_FhV/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-5.png?maxW=1866&auto=format&n=14YEAgn1BZPi_FhV&q=85&s=70ec712a6c97a1a776066f6d960eea7f" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 5 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-5.png" />

Step 12: Now to configure your template, select a format for you header from the drop down and enter the header text you want to display to your customer. Or you can select a media file you wish to share, it can be either an image, video or a document.

<img src="https://mintcdn.com/relinns-a79aef51/14YEAgn1BZPi_FhV/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-6.png?maxW=1866&auto=format&n=14YEAgn1BZPi_FhV&q=85&s=e368677c0f6af1937206a63484100a83" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 6 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-6.png" />

Step 13: Enter the content for your template inside the box named body. You can use   to create a variable in the body and configure that later.

<img src="https://mintcdn.com/relinns-a79aef51/14YEAgn1BZPi_FhV/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-7.png?maxW=1866&auto=format&n=14YEAgn1BZPi_FhV&q=85&s=020cbb5957df4c3f667a3ad9d07f169b" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 7 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-7.png" />

Step 14: Enter the content for Footer that will be displayed in your template.

Step 15: You can also add Buttons in your templates. After selecting the type for buttons from the drop down you can configure them as shown below.

Step 16: Click on "save as draft" if you want to do changes later and click on "Submit for approval" if your are done creating the template.

<img src="https://mintcdn.com/relinns-a79aef51/14YEAgn1BZPi_FhV/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-8.png?maxW=1866&auto=format&n=14YEAgn1BZPi_FhV&q=85&s=deaf6745f311dfe46a5db84f2e860f6e" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 8 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-8.png" />

Step 17: In "Manage Templates" your template will be visible. It will get approved by WhatsApp once submitted for approval.

Step 18: Under actions, you have options to copy template id, to delete the template and select a flow for your buttons inside the template.

Step 19: Similarly you can configure flows for your template reply using buttons added in it.

<img src="https://mintcdn.com/relinns-a79aef51/14YEAgn1BZPi_FhV/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-9.png?maxW=1866&auto=format&n=14YEAgn1BZPi_FhV&q=85&s=c5c349d804de249611c1b5255ecd4cb1" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 8 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-9.png" />

### **With Carousel Template**

Step 20: When you select "Carousel" as Template Type. You will get options namely:

Step 21: "Bubble Text" in which you can add text for the template and add variable for the same.

Step 22: "Carousel Setup" in which you can set up cards and configure their media and add CTA buttons

<img src="https://mintcdn.com/relinns-a79aef51/GxWikWdY1ew3m479/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-10.png?maxW=1866&auto=format&n=GxWikWdY1ew3m479&q=85&s=c0d8f64315d7b9a5f052f2c2a21635b8" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 10 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-10.png" />

Step 23: Inside "Bubble Text" you will get a text box in which you can enter your text and can click on "Add Variable" to add a variable inside your text.

<img src="https://mintcdn.com/relinns-a79aef51/GxWikWdY1ew3m479/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-11.png?maxW=1866&auto=format&n=GxWikWdY1ew3m479&q=85&s=198e523c9c219781bcbf1195aa04b40c" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 12 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-11.png" />

Step 24: Inside "Carousel Setup" you can select a button type which can be "Call to Action" or "Quick Reply". And accordingly you can fill the following details as asked.

Step 25: After that create card for your carousel. Add an image and type something about it.

Step 26: Then add a button just below the card. Which will be functional and clickable.

Similarly you can add up to 10 cards for your carousel.

<img src="https://mintcdn.com/relinns-a79aef51/GxWikWdY1ew3m479/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-12.png?maxW=1866&auto=format&n=GxWikWdY1ew3m479&q=85&s=bd2c1e6d2a07e5e82f0deb73ab81c0a7" alt="38 Whatsapp Template Setup  Convertalk Resource Centr 12 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Convertalk_resource_centr-12.png" />

Step 28: Then click on "Save as draft" or "Submit for approval".

Done! You have created your WhatsApp Template. Now wait for getting it approved by meta.
