3 min read

Create Your First WhatsApp Template in eGrow

With eGrow, creating and managing WhatsApp message templates has never been easier. Templates allow you to automate communication, keep messages consistent, and save time while interacting with your customers.

โ„น๏ธ Which WhatsApp connection method should you use?

eGrow supports two ways to connect WhatsApp:

1. Coexistence (scan a QR code and keep the WhatsApp Business app). This method is official and completely legal. However, it comes with the app's own limits and known troubles โ€” WhatsApp may block sending when you message many customers, campaigns are restricted, and disconnections are more frequent.

2. Recommended โ€” a dedicated number without the WhatsApp app. Connect a number that is NOT installed in any WhatsApp app directly to eGrow, and answer & receive all messages from eGrow Web and the eGrow mobile app. This is the most stable method for automations, campaigns and high message volumes, and it is what we always advise.

Follow this step-by-step guide to create your first template and start automating your WhatsApp messages efficiently.


Step 1: Access WhatsApp Templates

  1. From your eGrow dashboard, navigate to:
    Inbox → Templates

  2. Click New Template to start creating your first template.


Step 2: Fill in Template Details

  • Template Name: Use a simple and clear name, like order_update_1.
    (Avoid spaces, capital letters, and special characters.)

  • Language: Choose the language for your message (e.g., English US, Arabic).

  • Type: Select the category for your template (e.g., Utility, Marketing).


Step 3: Compose the Message Body

  1. In the Body section, write your message text.

  2. Use variables to insert dynamic data. Place your cursor where the variable should appear, then click Add Variable.

Example:

 
Hello {{1}}, thank you for your order! ๐Ÿงพ Order Number: {{2}} ๐Ÿ“ฆ Product: {{3}} ๐Ÿ’ฐ Total Amount: {{4}} ๐Ÿ“ Address: {{5}} Please confirm your order so we can start processing it.

Common Variables:

  • {{1}} → Customer Name

  • {{2}} → Order Number

  • {{3}} → Product List

  • {{4}} → Total Amount

  • {{5}} → Shipping Address

๐Ÿ“Œ Important: Provide sample values for each variable below the editor — this is required for WhatsApp template approval.


  • Header: You can add media (text, image, or document) or leave it blank.

  • Footer: Include a short note, e.g., "Thank you for choosing us."


Step 5: (Optional) Add Buttons

Enhance customer interaction with Quick Reply or Call to Action buttons.

Examples:

  • Quick Reply → Confirm Order

  • Quick Reply → Cancel Order


Step 6: Preview and Save

  • The Template Preview on the right updates in real time as you type.

  • Once satisfied, click Save to submit your template for WhatsApp review.


๐Ÿ’ก Tips for Better Templates

  • Keep messages short, clear, and friendly.

  • Avoid promotional wording in Utility or Transactional templates.

  • Every template must be approved by WhatsApp before being used in automations.


โœ… You’re Ready!
Once approved, your template can be used in eGrow automations to send order confirmations, shipping updates, reminders, and more — all automatically.

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