Creating a template
Categories, headers, buttons, and what the placeholders do.
Creating a template
- Open Templates and press Create Template
- Name it and pick a language
- Choose a category (see below)
- Write the message, then press Submit to Meta
Choosing the right category
The category matters, because Meta treats the three types differently:
- Marketing — promotions, offers, announcements, anything that is selling. Customers can opt out of these.
- Utility — about something the customer already did: an order update, an appointment reminder, a payment receipt.
- Authentication — one-time passcodes only. Nothing else belongs here.
Watch out: Pick honestly. Meta reads the message and will reject a promotional message submitted as Utility. Getting this wrong is the most common reason a template is turned down.
Placeholders
You can add placeholders so one template works for many people. Write {{1}}, {{2}} and so on where the changing bits go — a name, a date, an amount. When you send, you fill in the actual values.
Headers and buttons
You can also add a header (a line of bold text at the top, or an image or document) and up to three buttons — either quick replies the customer can tap, or a link to a website.
Good to know: If a button link contains a placeholder, you must also give a sample value for it. Meta rejects the template without one.
Still need a hand?
Already using Tous Connect? Sign in and use the Support button in the sidebar. Or email connect@thetous.com.