All Collections > Channels > Message Templates

Message Templates

Relaio Docs Team-Feb 26, 2026-10 min read

Create policy-safe templates, manage approval lifecycle, and run production template campaigns.

Template Overview

WhatsApp templates are required for business-initiated messaging outside standard customer service windows.

Template quality directly impacts approval success, delivery quality, and engagement outcomes.

WhatsApp templates are mandatory for any business-initiated outreach occurring outside the standard 24-hour customer service window.

High-quality template design directly impacts approval success rates and ensures reliable delivery during automated campaigns.

Use clear user value and avoid misleading promotional language.
Keep variables structured and validate placeholder consistency.
Use category and intent aligned with business policy expectations.
Maintain multilingual consistency if multiple locales are used.
Avoid misleading promotional language and ensure every variable is structured to maintain placeholder consistency.
Maintain multilingual consistency across all locales if your campaign targets a global audience using multiple languages.

Navigate to WhatsApp Templates module from channel tools.
Create template name, category, language, and body/header components.
Attach sample values and optional media/document headers as needed.
Submit template and monitor status until approved.
Attach valid 'Sample Values' to the template submission to help the business review team understand your message intent.
Configure optional media or document headers within the Relaio interface to provide richer context to the recipient.

Screenshot Placeholder

Template creation screenshot placeholder

Draft -> Submitted -> Approved/Rejected states should be tracked centrally.
Rejected templates should be revised with policy-safe wording and re-submitted.
Archive or deactivate outdated templates to keep catalog clean.
Monitor status transitions from Draft to Approved or Rejected and archive outdated templates to keep your catalog clean.
If a template is rejected, revise the wording based on business's policy feedback and resubmit for a new review cycle.

Screenshot Placeholder

Template status lifecycle screenshot placeholder

Variable rendering test completed for all dynamic fields.
Language code and locale mapping verified.
Campaign dry-run confirms expected delivery and status updates updates.
Fallback route exists if template is paused or rejected.
Perform a variable rendering test to ensure all dynamic fields (e.g., Name, Date) populate correctly from the CRM.
Verify that the template 'Language Code' and locale mapping match the intended recipient list before campaign launch.
Confirm a fallback route exists in your workflow in case a specific template is paused or rejected by business.

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All Collections > Channels > Message Templates

Relaio Docs Team-Feb 26, 2026-10 min read

Create policy-safe templates, manage approval lifecycle, and run production template campaigns.

WhatsApp templates are required for business-initiated messaging outside standard customer service windows.

Template quality directly impacts approval success, delivery quality, and engagement outcomes.

WhatsApp templates are mandatory for any business-initiated outreach occurring outside the standard 24-hour customer service window.

High-quality template design directly impacts approval success rates and ensures reliable delivery during automated campaigns.

Use clear user value and avoid misleading promotional language.
Keep variables structured and validate placeholder consistency.
Use category and intent aligned with business policy expectations.
Maintain multilingual consistency if multiple locales are used.
Avoid misleading promotional language and ensure every variable is structured to maintain placeholder consistency.
Maintain multilingual consistency across all locales if your campaign targets a global audience using multiple languages.

Navigate to WhatsApp Templates module from channel tools.
Create template name, category, language, and body/header components.
Attach sample values and optional media/document headers as needed.
Submit template and monitor status until approved.
Attach valid 'Sample Values' to the template submission to help the business review team understand your message intent.
Configure optional media or document headers within the Relaio interface to provide richer context to the recipient.

Screenshot Placeholder

Template creation screenshot placeholder

Draft -> Submitted -> Approved/Rejected states should be tracked centrally.
Rejected templates should be revised with policy-safe wording and re-submitted.
Archive or deactivate outdated templates to keep catalog clean.
Monitor status transitions from Draft to Approved or Rejected and archive outdated templates to keep your catalog clean.
If a template is rejected, revise the wording based on business's policy feedback and resubmit for a new review cycle.

Screenshot Placeholder

Template status lifecycle screenshot placeholder

Variable rendering test completed for all dynamic fields.
Language code and locale mapping verified.
Campaign dry-run confirms expected delivery and status updates updates.
Fallback route exists if template is paused or rejected.
Perform a variable rendering test to ensure all dynamic fields (e.g., Name, Date) populate correctly from the CRM.
Verify that the template 'Language Code' and locale mapping match the intended recipient list before campaign launch.
Confirm a fallback route exists in your workflow in case a specific template is paused or rejected by business.

Whatsapp Message Templates | Channels | Relaio Docs