Getting The Most Out Of WhatsApp Message Templates

Message templates are the backbone of reliable, scalable WhatsApp automation. They allow you to send high quality messages quickly while staying compliant with platform rules.

Designer creating templates on laptop — Invest time in designing flexible templates and life becomes easier for your whole team.

1. Design Templates Around Real Journeys

Start with journeys, not with individual messages. For example:

Lead follow up journey
Appointment journey
Order or booking journey
Feedback and review journey

Then create templates that support each step of those journeys.

2. Use Variables Smartly

Variables let you personalize templates without rewriting content. Common variables include name, product, date, time, amount, and link. Avoid overloading a template with too many variables or the content becomes hard to maintain.

3. Keep Language Neutral And Reusable

Use wording that works across multiple industries or segments where possible. This reduces the number of templates you need and keeps your library cleaner.

Sticky labels representing templates — A small, well organized template library beats a massive messy one every time.

4. Name Templates Clearly

Use a naming pattern that is easy to search. For example:

journeyType_step_purpose_version

Something like lead_welcome_intro_v1 is much easier to understand than msg_1234.

5. Test Templates Before Scaling

Try templates with a small group of users and watch engagement. Tweak wording and structure before using them in big campaigns or critical flows.

6. Review And Archive Regularly

Over time, you may stop using certain templates. Archive or remove them to keep your list manageable. A platform like Adsvent makes it easier to filter and manage templates so that agents always pick the right one.