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WhatsApp message templates — create, submit and track approval

What WhatsApp templates are, which ones Pathshala sends, the Utility, Marketing and Authentication categories, and how to get yours approved.

OwnerAdminStaff6 min read · Updated 2026-10-30 View as Markdown

A template is a pre-approved message with blanks, such as "Hi {{1}}, the fee of Rs {{2}} for {{3}} is due." WhatsApp only lets a business message someone who has not written in the last 24 hours with a template that Meta has approved. In Pathshala you write, submit and track templates on the WhatsApp Templates page.

Where to clickAppsWhatsAppWhatsAppMessage Templates
WhatsApp Templates screen with the New Template button marked
Apps › WhatsApp › WhatsApp › Message Templates

The page lives at /whatsapp/templates. It needs a plan with Message templates (WhatsApp Automation Basic or Pro).

#Which templates does Pathshala use?

You do not have to write the everyday ones. Pathshala's modules send these by name. They are already approved on the shared MJX number, and Pathshala submits them for your own number when you connect it (see Ready to send on WhatsApp Settings).

ModuleTemplate (label)Sent when
FeesFee reminderFees are due but not yet late
FeesFee overdueFees are past the due date
FeesFee invoice (PDF)You send a fee invoice PDF to a parent
Courses (MJX LMS)Course access grantedA paid course is unlocked
Courses (MJX LMS)Webinar booked / Webinar reminderA live class is bought, and shortly before it starts
Admissions / EnquiryEnquiry received / Enquiry acknowledgementAn enquiry reaches you
Admissions / EnquiryNew inquiry alertSent to your own phone when a new enquiry arrives
Admissions / EnquiryAdmission confirmedAn admission is confirmed
Admissions / EnquiryFollow-up: next day / third day / last messageAn enquiry has had no reply
Admissions / EnquiryBusiness follow-up: next day / checking in / last messageThe same, worded for a business
AttendanceAbsent today / Late todayYou send absence or late alerts
AttendanceAttendance shortageA student is below your required attendance
Notices / CircularsNotice / circularYou publish a notice and choose to send it on WhatsApp
Exams & ResultsExam schedule / Result publishedYou publish a date sheet or a result
Certificates & DocumentsCertificate (PDF) / Certificate withdrawnYou send or cancel a certificate
PayrollPayslip (PDF)The office issues the month's payslips

More detail on each trigger: Automatic messages.

#What are the template categories?

CategoryUse it forExample
UtilitySomething that happened or is dueA receipt, a fee reminder, an absence notice, a result
MarketingOffers, announcements, anything promotional"Admissions open — 10% off till Sunday"
AuthenticationOne-time codesA sign-in or verification code

The form says it simply: reminders and alerts are Utility; offers are Marketing. Meta may move a template to Marketing if its wording is promotional, and Marketing messages cost more on your WhatsApp bill.

#How to create a template

  1. Press New Template.
  2. Fill in the form:
FieldRules
Template nameLowercase letters, numbers and underscores only, e.g. fee_reminder. Spaces become underscores. One name per language.
LanguageEnglish, English (US), Hindi, Marathi, Gujarati, Bengali, Tamil, Telugu, Kannada, Malayalam, Punjabi or Urdu
CategoryUtility, Marketing or Authentication
Header (optional)No header, Text header (up to 60 characters, at most one variable), Image header (JPG or PNG, up to 5 MB), Video header (MP4 or 3GP, up to 16 MB) or Document header (PDF, up to 100 MB). A media header needs a sample file for Meta.
MessageUp to 1,024 characters. Use {{1}}, {{2}} … for values that change, numbered in order from {{1}}.
Sample valuesAn example for each variable, e.g. "Ravi". Meta needs them to review; they are never sent to anyone.
Footer (optional)Up to 60 characters, no variables. E.g. "Reply STOP to opt out".
Buttons (optional)Up to 3. Quick reply, Open link or Call. Press + Add button.
  1. Press Save draft. It is stored as Draft.
  2. Press Submit to Meta and confirm.

#What do the statuses mean?

Use the chips at the top — All, Draft, At Meta, Approved, Rejected — to filter the list. (With MJX appears only on the shared number, for a template sent to MJX before 30 October 2026.)

StatusMeaning
DraftSaved, not submitted. You can edit or delete it.
With MJX for reviewSent to MJX for review before 30 October 2026, when the shared number still took template requests. You can Withdraw it.
MJX sent this backMJX did not send it to Meta. Its reason is shown; edit the wording and send it again.
Pending Meta reviewWaiting for Meta.
ApprovedReady to use in modules, the inbox and broadcasts.
RejectedMeta said no. Meta's reason is shown under Meta rejected this:.
Paused by MetaMeta paused it after poor feedback (for example, people blocking or reporting).
DisabledMeta switched it off.
Not submittedSending to Meta failed; the reason is shown.

Pathshala checks Meta automatically every few minutes. The line at the top says when it last checked. You can also press Sync.

#Templates and changing your number

A template belongs to the WhatsApp number it was approved on and does not move. If you change number, templates approved on the old one show Not on your current number and must be submitted again. If you reconnect the number they were approved on, press Check this number — they are restored without resubmitting. Check this number also finds templates you created directly in Meta's own console.

#Who can manage templates?

  • Owner, Admin: create, edit drafts, submit, withdraw, delete, Sync, Check this number (create and submit need your own number).
  • Other staff: can open the page and read templates.

#Tips for approval

  • Say who you are and why you are writing in the first line.
  • Keep Utility templates free of offers — one promotional sentence can turn it into Marketing.
  • Do not start or end the message with a variable, and do not put two variables side by side.
  • Give realistic sample values.
  • Add "Reply STOP to opt out" in the footer of anything you broadcast.

If you see a banner saying template decisions were never emailed to you, add an email address in Settings — the status on the Templates page is still the real one.

Related: Broadcasts · Best practices · Troubleshooting

#Questions people ask

Why do I need a template?

WhatsApp lets a business start a conversation, or write after 24 hours of silence, only with a template Meta has approved. Inside 24 hours of the person's last message you can reply freely.

How long does approval take?

Meta usually answers within minutes, sometimes a day or two. Pathshala checks Meta for you every few minutes — you do not need to press Sync.

Can I create a template on the shared MJX number?

No. To create or submit your own templates you need to connect your own WhatsApp number. On the shared number your automatic messages (fee reminders, sign-in codes, alerts) keep going on templates MJX has already approved.

Can I edit an approved template?

No. A template that has been submitted cannot be edited, because Meta reviews exactly what you wrote. Create a new one with a new name instead.

What happens if I delete a template?

If it was approved it is removed from Meta too, and any module using it stops sending it.

Do I have to create the fee reminder and absence templates myself?

No. Pathshala's standard templates are already approved on the shared number, and are sent to Meta for your own number automatically when you connect it.