Managing a template

Clicking a template opens its detail view — where you see how it's built, how it's performing, where it's used, and manage its versions. It's the home for an existing template, as opposed to creating a new one.

Overview

The top of the detail view summarises the template: its format, category (Utility, Marketing or Authentication), channel, language, created and approved dates, the current version, and any triggers.

Preview and content breakdown

A live preview shows the message as a guest sees it — toggle between WhatsApp and SMS, and use Show translations to view the other languages. Below, the full content breakdown lists every part of the message: header, body, footer, buttons and the variables it uses.

Versions

Templates are versioned (v1, v2, v3…). Selecting New version creates a new, editable copy — but the current approved version stays live and keeps sending until the new one is approved by WhatsApp. In other words, editing an approved template means creating a new version that needs re-approval; guests keep getting the live version until then. Older versions appear as Archived in Version history.

Performance

See how the template is doing — Sent, Delivered, Read and Replied — with a toggle for the last 24 hours, 7 days or 30 days.

Used in

Used in shows which Guest Journeys and campaigns reference this template, with links to open them. A template marked Not in use isn't referenced anywhere — worth checking before you edit or archive one.

Use in Guest Journey

The Use in Guest Journey button adds the template straight into a journey from the detail view, without opening the journey builder first.

[VERIFY-AT-FREEZE: confirm exact button labels and panel names in V1.]

For what each approval status means and why Meta may reject a template, see Template approval and why Meta rejects templates. To edit a template's content, see Templates.