Source: https://fyno.docs.pageloop.ai/documentation/core-features/templates/external-templates/whats-app-templates/save-as-draft-vs-send-for-approval

# Save / Send for Approval

When creating a template, you can either **save it as a draft** or **submit it to Meta for review**.\
These two actions define the template lifecycle.

## Save as Draft

Saving as Draft keeps the template only inside Fyno. The template is not shared with Meta for review.

### What happens

- The template is stored in your workspace.
- You can edit it anytime.
- You can add languages later.
- It does not appear while creating a Fyno WhatsApp template and cannot be used in notifications until it's approved.
- Saved in Fyno but not submitted to Meta for review.

### When to use

Use Draft while:

- Content is incomplete.
- Variables or links are not finalized.
- Waiting for marketing or legal approval.
- Preparing multiple language versions.

Drafts are safe working versions — nothing is sent externally.

## Send for Approval

Send for Approval submits the template to Meta for policy review. Each selected language is reviewed separately.

### What happens

- Meta reviews the template for policy compliance.
- You cannot edit the template while it is under review.
- After the review is completed (approved or rejected), the template status is updated in Fyno and reflected in the **Synced** tab.
- If approved, the template becomes usable and can be mapped to Notification Events.
- If rejected, it appears with the rejected status in **Synced**, where you can review the reason, edit the template, and resubmit it for approval.

### Language selection during submission

When sending for approval:

- **Checked languages →** submitted to Meta for review
- **Unchecked languages →** remain saved as Draft

This lets you publish approved languages immediately while continuing to edit others before submitting them later.

## WhatsApp Template statuses

| Status    | Description                                                                                                                                                                                                                 |
| --------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Pending   | Submitted and awaiting provider review. The process can take up to 24 hours. During this time: - The template cannot be edited. - Fields appear greyed out (read-only). - The template cannot be used for sending messages. |
| Approved  | Approved by Meta and ready to send messages.                                                                                                                                                                                |
| Rejected  | The template was rejected during the review process. It can be edited and resubmitted for approval.                                                                                                                         |
| Paused    | Paused by Meta due to repeated negative user feedback (blocks or spam reports). Messages using this template cannot be sent.                                                                                                |
| Suspended | The template was blocked due to policy or quality concerns. You can appeal the decision through Meta for further review.                                                                                                    |
| Disabled  | Disabled by Meta due to repeated negative feedback or policy violations. Messages using this template cannot be sent.                                                                                                       |

For more detail, check the **message\_template\_status\_update** webhook reference.

## Updating a template

**IMPORTANT NOTE:** Meta treats template updates as a new review request. We recommend creating a new template instead of updating, as Meta approvals for updates take longer. Notifications using this template may fail if there’s live traffic during the approval process.

## Draft Tab

Templates saved in Fyno but not yet submitted to Meta appear under the **Draft** tab.

- Draft templates remain editable.
- They cannot be used to send messages until they are submitted and approved by Meta.

## Modifying an existing WhatsApp template

When you try to modify an existing WhatsApp template, Fyno shows a notice with two options: **Edit here** or **Duplicate and exit**.

### Duplicate and exit (recommended)

Choose **Duplicate and exit** if the template is already being used in live messaging.

#### What happens

- A pop-up appears to create a copy of the template.
- You give the copy a new name.
- You select the destination WABA.
- The original template continues working without interruption.
- The new template is created and saved as a draft.
- You can also choose to **Duplicate all languages** to copy every language variant.

#### Use this when

- The template is used in active campaigns.
- You want zero message disruption.
- You are making major changes (content, variables, buttons).

**Example scenario**
Promotion update:\
Old template: _“Get 10% off this weekend”_\
New template: _“Get 20% off this weekend + free shipping”_

### Edit here (create a draft version)

Choose **Edit here** if you want to update the same template.

#### What happens

- A new draft version of the template opens.
- The current approved template keeps working until you submit the changes for approval.
- Your changes are submitted for approval once you save and send it.

#### Use this when

- You are fixing small content issues.
- The template is not actively used in campaigns.

If the template is already being used in live traffic, message delivery may fail or be paused during the review period.

**Examples**

- Fixing a typo\
  `Hi {{1}}, your order is shipped → Hi {{1}}, your order is shipped.`
- Changing punctuation or wording slightly\
  `Your package arrives today → Your package will arrive today.`
- Updating support email address

## Draft behavior during updates

If you choose to update it, Fyno creates a **Draft version**. The Draft is an editable working copy that is not yet approved.

You enter Draft mode when:

- Creating a brand-new template
- Clicking **Edit** on an approved template
- Adding a new language to an existing template
- Fixing a rejected template
- Duplicating a template to create a new version

**NOTE:** These changes do not affect the live traffic.

When you save the updated template, a **Draft icon** appears next to the template status, alongside the synced version.
Once submitted, editing the template does not replace the live version immediately. Instead, it creates a new Draft version that you can work on and must be reviewed and approved by Meta once it’s ready.

## When the updated template gets approved

The template must be refreshed in the **Fyno WhatsApp Template**.
Until the template status is refreshed and the latest version is approved, active flows may continue to reference the previously approved version. Failure to refresh the template in a timely manner may affect live traffic and message delivery behavior.
