Mobile Templates

1. Open Mobile Templates

Use the Mobile Templates page in the web dashboard to manage reusable WhatsApp messages and attachments. Choose Add Template and enter a descriptive Template Name so colleagues can identify its purpose.

2. Choose the content type

Set Document Type to None for a message without media. Text Header reveals a Header Text field. Image, Video and Document (PDF) reveal an Upload Media field. Select the type that matches the file you intend to share.

3. Write and save the body

Enter the reusable wording in Template Body and save. Avoid storing a particular customer's personal details in a shared template. Confirm that the template appears in the list, then open Edit to inspect the saved text and attachment.

4. Review before use

Personalize the message for its recipient and check links, dates and attachments. Saving a template is not evidence that a message was sent or delivered. If you replace media on an existing template, check the current-media link to confirm the correct file.

For complete message examples, read the Mobile Templates article. If saving fails, note the exact error and contact support rather than creating repeated copies.