Create Marketing Templates

Create WhatsApp Marketing templates with text, media, buttons, flows, and carousel cards to send promotional campaigns, announcements, and customer engagement messages.

Use a Marketing template when you want to send promotions, announcements, or campaign notifications to users.

To create one, navigate to Templates → External → WhatsApp Templates, then click Create.
In the template setup screen, select Marketing as the category and then fill in the required details.

Step 1: Fill in the required details in the dialog:

Field	Description
Template Name	Unique identifier (lowercase, no spaces, use underscores).
Naming examples	summer_sale_offer festival_discount_v2 new_feature_announcement
Integrations	Select the WhatsApp Business Account where this template will be created and submitted for approval. The template will belong to this account and can only be used to send messages from its connected phone numbers.
Category	Select Marketing.
Language	Select one or more languages for this template from the available options. You can add more languages later, if needed.

Step 2: Configure template content

Marketing templates support flexible content components.

Template Content Fields

Select Template Type

Choose the type of message you want to send:

Common — Standard WhatsApp message (text, media, buttons, flows, etc.)
Carousel — Multi-card message format (covered in a separate guide)

Here’s what appears when you select Template Type: Common

Configure the Header (optional)

The header appears at the top of the WhatsApp message and helps users quickly understand the message context.

You can choose one header type:

None
Text
Image
Video
Document
Location

Text header

Enter a short title (max 60 characters).
You may include one variable.

Media header

Upload supported media:

Type	Format	Max Size
Image	JPG / PNG	5 MB
Video	MP4	16 MB
Document	PDF	100 MB

Write the Body (required)

This is the main message users will receive.

You can:

Write formatted text
Add variables (dynamic values)
Personalize content

You must provide sample values for every variable so WhatsApp can review the message.

A short line shown at the bottom of the message.

Typical uses:

disclaimers
support info
opt-out instructions

Limit: 60 characters
Footer does not support variables.

Set Message Validity Period

This defines how long Meta will attempt to deliver the message.

If a message isn’t delivered within this time frame, Meta will stop retrying. You won’t be charged and the recipient won’t receive it.

Example: 30 days

Add Buttons (optional)

Buttons let users respond or take action directly from WhatsApp. You can add different button types depending on your use case.

Flow button

Triggers a WhatsApp Flow experience.

You must provide:

Button Title — Button text visible
Flow ID — generated in Meta
Flow Action
- Navigate > opens a specific screen
- Data Exchange > sends/receives data

Navigate Screen — First screen name of the flow

Quick Reply button

User sends a predefined reply.
For example: confirmations like Yes / No.

Call-to-Action buttons

Allows users to perform an action.

You can add:

Visit Website (Static URL or Dynamic URL)

Static URL

Use when you send the same URL to all users
Add button text (CTA in WhatsApp message)
Provide a valid website URL
Optionally enable URL tracking (refer to Fyno Shorty for insights)

Dynamic URL

Use when sending different URLs to different users (for example, payment links)
Enable Dynamic URL toggle
Add button text
Provide a valid website URL
Enable Track URL checkbox

Call Phone Number

WhatsApp Voice Call

Copy Coupon Code

Limits

Maximum 4 CTA buttons
Up to 2 website buttons
1 phone button
1 coupon button

For more information, please refer to the Meta Call-to-action.

Send for Approval

After completing the template:

Save the template
Send for approval

Meta reviews the template content and the selected category when you submit a WhatsApp template. Once Meta approves the template, it becomes usable for sending messages and, in Fyno, appears under the Synced tab so you can associate it with a Fyno WhatsApp template and use it to create Notification Events.

Here’s what appears when you select Template Type: Carousel

When you want to send a swipeable message containing multiple cards, each card acts like a mini message with its own content, media, and buttons.

You typically use carousel templates for:

Product catalogs
Multiple offers
Event listings
Travel or booking options

Fill the Carousel templates as follow:

Cards section

Instead of a single message block, you create multiple cards.

You can add up to 10 cards
Users swipe horizontally to view them

Card Content

The maximum length is 160 characters.
Each variable increases the limit by 4 characters (for example, 2 variables → 168 characters).

Variables are supported
Provide sample values for the variables
Each card has its own message (caption for that specific card)

Card Media

Every card must include media. This media becomes the main visual for the card.

You can choose:

Image (JPG/PNG)
Video (MP4)

Sample for Image / Video

Upload an example image or video used only for review purposes.

Card Buttons

Buttons are configured per card, not per template.

You can add up to 2 buttons per card:

Quick Reply

Call to Action