Using the Template Editor in Retainful

Best Practices for Template Approval

• Be concise: Keep messages short and clear.

• Use personalization wisely: Adding {{first_name}} increases engagement, but avoid overusing tokens.

• Compliance: Always include an unsubscribe instruction in the footer.

• Avoid spammy language: Phrases like “FREE!!!” or excessive promotions may cause rejection.

• Test links: Ensure dynamic and static URLs redirect correctly.

Navigating the Template Editor

When you create a new WhatsApp template, the editor will open with the following sections:

1. Template Details

• Title: Enter an internal name for your template. Please provide a valid name that describes the purpose of the template(Ex, abandonedcart_recovery1).

• Language: Select the message’s language. Meta requires this for template categorization and approval.

2. Content

This section allows you to define what your customers will see:

• Header (optional): Add a short introductory text, image, or document to highlight key information.

• Body Content: The main message body.

  • Supports personalization tokens like {{first_name}}.

  • You can use emojis to make the message more engaging.

  • Maximum length: 512 characters.

• Footer (optional): A short text that appears at the bottom of your message. Best used for compliance instructions, such as opt-out guidance (e.g., “Reply STOP to unsubscribe”).

3. Buttons

Enhance your template with interactive buttons:

• You can add up to two buttons.

• Button Types:

  • Dynamic URL: Automatically inserts links based on customer activity, such as an abandoned checkout URL.

  • Static URL: A fixed link (e.g., your homepage, discount page).

• Best Practice: Keep button text short and action-oriented (e.g., Purchase Now, Redeem Offer).

4. Live Preview

On the right-hand side, you’ll see a real-time preview of your WhatsApp message:

• Displays exactly how the template will look on a customer’s device.

• Helps you verify personalization tokens, button placement, and formatting before submission.

5. Save & Submit

Once you’re satisfied with your template:

• Save Draft: Stores the template without submitting it. Useful if you need to review or edit later.

• Send for Review: Submit your template to Meta for approval. Only approved templates can be used in live automations.

What’s Next?