Help / Sending Templates (24-Hour Rule)

Sending Templates (24-Hour Rule)

Write to WhatsApp conversations past 24 hours with a template. Choosing a template, preview, statuses, and parameterized templates.

Why is a template needed?

WhatsApp does not allow businesses to send free-form messages to a customer whenever they want. The rule is:

  • After the customer writes to you, you can reply as you like for 24 hours.
  • After 24 hours have passed, free-form messages cannot be sent. The only way to restart the conversation is a template message approved in advance by Meta.

Chatmatic applies this rule for you. You do not try to send and get an error; the message box comes locked from the start and you are asked to choose a template.

Chatmatic does not calculate the rule; the server does. The red warning text you see on screen is also a ready-made text sent by the server. That is why you may see a different explanation in different situations (for example, when the conversation is handed over to another device).

The three states of the message box

When you open a WhatsApp conversation, the input area at the bottom can appear in three ways.

1. Free-form text (within 24 hours)

You see a normal box. The placeholder text is Type your message. If you are replying to something, it says Type your reply….

  • Enter sends the message.
  • While you type, a “typing…” indicator appears for the other side.

2. Locked but contact is registered (24 hours passed)

In place of the box you see:

Please select the message template you want to send. [ Select a message template ]

Click the button and the template window opens. While templates load, the button says Loading templates… and a spinning icon appears.

3. Locked and contact is not registered

A red warning appears:

Unregistered User You cannot send a template message because this contact is not registered in the system.

You must register the contact first. On the Contact Card on the right, click the Register New Contact button; then the template option opens. For the steps, see Saving a New Contact.

"Select a message template" button in a conversation past 24 hours"Select a message template" button in a conversation past 24 hours

Red bar

While sending is blocked, a warning bar with a red border also appears above the message area. It states the reason you cannot send. If you just opened the conversation and the messages are loading, the box stays locked briefly; this is normal, and the box opens when loading finishes.

Sending a template to one contact

  1. In the locked conversation, click the Select a message template button.
  2. In the Select Template window that opens, choose a template from the list. The message on the right goes to this conversation’s contact.
  3. Check the Template Status label at the bottom right.
  4. Send.
  5. The template message appears in the conversation, and if the customer replies, the 24-hour window opens again. Your box returns to free-form text.

Structure of the window

The Select Template window includes:

ItemWhat it does
Line selectorIf you have more than one WhatsApp number, selects which number’s templates you see. All lists everything
Template type filter (tag icon)Narrows templates by type. Only one type is selected at a time. All removes the filter
Refresh buttonRe-fetches the template list from the server
Template cardsEach template is a card
Close (red X)Closes the window. Clicking outside the box also closes it

When you select a type, you see the list refresh. At that moment it says Loading templates… Please wait.

How to read a template card

Each card includes:

  • Title: The template’s display name. If missing, its subject or system name
  • Header image or document: If the template has an image or file, a small image appears
  • Footer: A small note added at the bottom of the template
  • Button chips: The template’s clickable buttons. The first two are shown, the rest are written as +N
  • Line info: Which number the template belongs to, next to a phone icon
  • Status label: The colored label at the bottom
  • View Details: Opens the whole template

The selected card’s border turns blue.

Meaning of button chips

IconButton typeWhat happens when the customer taps it?
LinkURLThe web address opens
PhonePhone numberA call starts
CopyCopy codeThe code is copied to the clipboard (for example, a coupon code)
Message bubbleQuick replyThe button text comes to you as a reply

Template statuses

Meta reviews each template before making it sendable. On the cards, the status label is shown by color:

LabelColorMeaning
ApprovedGreenMeta approved it, safe to send
PendingYellowReview is in progress
RejectedRedMeta rejected it, sending will fail

Chatmatic shows the approval status as information but does not stop you from selecting it. If you select a Pending or Rejected template, Meta may bounce the message and the red Message could not be sent icon appears next to it. Before sending, check that the status is Approved.

Preview and details

The View Details button shows how the template will go to the customer.

  • Header: The top heading. It can be text, an image, or a file. For images and documents, a link is also provided
  • Body: The main text of the message. Links inside are clickable
  • Footer: The footer (if any)
  • Buttons: The buttons in the template, with their types. The heading shows how many buttons there are

Review the Body text before sending. The template goes to the customer as is; you do not get a chance to fix it as you would with a free-form message.

Template details windowTemplate details window

Parameterized templates

Some templates contain variable fields. For example, “Hello {{customer_full_name}}, {{company_name}} is waiting for you for your appointment.” The available variables are:

VariableInformation that replaces it
{{customer_first_name}}The customer’s first name
{{customer_last_name}}The customer’s last name
{{customer_full_name}}The customer’s first and last name
{{company_name}}Company name

These templates cannot be sent from Chatmatic.

If you try to select one, the following message appears in the red bar in the window:

Parameterized templates are sent through the CRM

and the selection is canceled. In this case:

  1. Send the template from the CRM (from the customer record). See Customers → Send Single.
  2. Or choose a template without parameters in Chatmatic.

For template creation and the approval process, see WhatsApp Templates.

After sending

The template you sent appears as a message in the conversation. The marks next to it tell you the status of the message. For details, see Message Statuses and Sending Rules.

Common mistakes