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WhatsApp Templates

A WhatsApp template is a pre-approved message layout that your campaigns send to customers. WhatsApp requires every business-initiated message to use an approved template - you cannot simply type a free-form broadcast - so this screen is where you track the templates registered for your account, their approval status, and where each one may be used.

Menu path: Marketing > WhatsApp > Templates

URL: https://my.ososs.com/dashboard/templates

Screenshot from the live OSOSS Dashboard
Note: This feature is a Marketplace add-on. Activate it from Settings > Marketplace before it appears in your dashboard - subscription fees may apply depending on your plan.

How templates work

A template defines the fixed text of a message, its language, and its category (for example, marketing or utility). Before a template can be used in a campaign, it goes through WhatsApp's review process. The status column tells you where each template stands:

StatusMeaning
PendingSubmitted and waiting for WhatsApp's review
ApprovedReady to use in campaigns
RejectedDeclined by WhatsApp - the content must be revised and resubmitted

Each template is also tied to a sender ID - the identity the message is sent from - and to a use in context that determines which flows (campaigns, notifications) can pick it. Sender identities themselves are managed on the Sender ID Management page.

Note: Only approved templates appear as choices when you build a campaign. If a template you expect is missing from a campaign's template picker, check its status here first.

Reading the list

The list shows your templates with their name, language, category, sender ID, source, and status. Use the manage-columns icon at the right edge of the header row to add, remove, or reorder columns, and the rows-per-page and page-jumper controls to move through long lists.

Seven filters help you narrow the view: category, language, name, sender id, source, status, and use in. A combination you use often - say, approved marketing templates in Arabic - can be kept with Save Filter so it is one click away next time.

Tip: Any custom field you create under Settings > Custom Fields automatically becomes a filter on this page too.

Review templates before a campaign

  1. Go to Marketing > WhatsApp > Templates.
  2. Filter status to Approved and language to the language of your campaign.
  3. Confirm the template's sender ID matches the identity you want customers to see.
  4. If nothing suitable exists, register a new template (through your sender ID setup) and wait for approval before scheduling the campaign.

Export the current view

  1. Apply your filters and select the columns you want (manage columns).
  2. Press Export All - the export respects the current filters and column selection, so what you see is what you download.
Tip: Export the list periodically to keep an offline record of which templates were approved and when - useful when auditing why a past campaign used particular wording.

What you can do on this page

Every action on this page, step by step. What you see depends on your role, so a control your account is not set up for simply does not appear.

Export the list

  1. Filter and choose your columns first - the export mirrors exactly what is on screen, not the whole table.
  2. Click Export All.
  3. The file downloads as a spreadsheet: one row per record, your visible columns in your order.

Full reference

Every option and control on this page, at a glance.

Filters (7)

Standard list tools

Every list page in OSOSS shares these controls: