Managing WhatsApp Message Templates & Notifications

Overview

WhatsApp requires message templates for all outbound notifications. Unlike SMS or email, you cannot send free-form messages to users unless they have initiated a conversation with your business.

In Taskify, these templates are used for project notifications, task assignments, leave approvals, and reminders.

Step 1: Create a Message Template

1. Open your Facebook Developer Dashboard → WhatsApp → Message Templates.

2. Click Create Template.

3. Fill in the details:

   • Name: taskify_notification

   • Language: English

   • Category: Utility

4. In the Body, enter the message with placeholders:

   {{1}}
   
   Please take necessary actions if required.  
   
   Thank you,  
   {{2}}

   

5. Provide sample values for placeholders when prompted:

   • {{1}} → “You have been assigned a new task.”

   • {{2}} → “Taskify Admin”

6. Submit for review.

💡 Templates usually get approved within minutes to a few hours.

Step 2: Use Templates in Taskify

1. In Taskify, when sending a WhatsApp notification, select the approved template.

2. Fill in variables dynamically:

   • {{1}} = Task or project message.

   • {{2}} = Sender (e.g., Manager or Taskify system).

3. Send notification.



Step 3: Best Practices for Templates

• Keep messages short and professional.

• Always include a call to action (e.g., “Please review the task”).

• Test templates with multiple users before production rollout.

• If your message fails, check if the template is approved and if the token is still valid.

Step 4: Troubleshooting Template Issues

• Message Not Delivered: Check if the recipient has WhatsApp enabled and has not blocked business messages.

• Template Rejected: Revise message to remove promotional content (only utility/transactional templates are allowed).

• Token Expired: Generate a new permanent access token.

✅ Now WhatsApp subcategory is complete with 2 detailed articles:

1. Configuration Guide

2. Message Templates & Notifications