> For the complete documentation index, see [llms.txt](https://partners.botpenguin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://partners.botpenguin.com/partner-platform-guidelines/configurations/whatsapp-message-templates.md).

# Whatsapp Message Templates

This guide will help partners of BotPenguin use the **WhatsApp Templates** section in the Partner Panel. With this feature, you can add pre-built WhatsApp message templates for your end users. Follow the steps below to configure and manage these templates efficiently.

### Prerequisites

1. **Customer Account**: Ensure you have a customer account created in the panel and assigned a plan. If you need help creating a customer, please refer to the linked documentation.

{% embed url="<https://partners.botpenguin.com/partner-platform-guidelines/customer-management>" %}

2. **WhatsApp Bot**: Make sure the customer account has a WhatsApp bot created. If not, use the provided link to learn how to create a WhatsApp bot.

{% embed url="<https://partners.botpenguin.com/customer-platform-guidelines/new-bot-setup/whatsapp-chatbot>" %}

### Step-by-Step Guide

**Step 1: Create a Customer**

1. Navigate to the **Customers** section in your Partner Panel.
2. Follow the linked documentation to create a customer account.
3. Log in to the newly created customer account.

**Step 2: Create a WhatsApp Bot**

1. If the WhatsApp bot is not already created for this customer, refer to the linked documentation and create one.
2. Once created, navigate to the bot in the customer account.

**Step 3: Create WhatsApp Templates**

1. In the customer account, go to the **WhatsApp Automation** section.
2. Locate the **Templates** section.
3. Create the required templates:
   * Follow the linked documentation for a detailed guide on how to create WhatsApp templates.
   * You can create multiple templates, such as announcements, sales alerts, or other use cases.

{% embed url="<https://partners.botpenguin.com/customer-platform-guidelines/automation-settings/whatsapp-template-setup>" %}

**Step 4: Add Templates to the Partner Panel**

1. Navigate back to the **Partner Panel**.
2. Go to the **Configurations** section and click on **WhatsApp Templates**.
3. Click the **Create / Add Template** button.

<figure><img src="/files/ZciICbpY4LerLgJremit" alt=""><figcaption></figcaption></figure>

**Step 5: Fill in the Template Details**

1. **Template Name**:
   * Provide a descriptive name. For example, if the template is for a 50% sale announcement, name it **Sale Announcement** or **Sale Alert**.
2. **Customer**:
   * Select the customer account where you created the template.
3. **Platform**:
   * Choose **WhatsApp** from the dropdown menu.
4. **Template**:
   * Select the template you created earlier.
5. **Template Category**:
   * Choose the appropriate category from the dropdown.
6. **Tags**:
   * Assign relevant tags from the dropdown.
7. **Description**:
   * Add a brief description, such as, “This template is for announcing sales to customers.”
8. **Upload Image**:
   * Upload an appropriate image related to the template.
9. Click on **Create Template**.

<figure><img src="/files/x46RWOQDnuhMyqPfsZ6Q" alt=""><figcaption></figcaption></figure>

**Step 6: Manage Templates**

1. Once created, the template will appear in the templates table.
2. The table includes options to:
   * **Enable Visibility**: Use the toggle to make the template visible to all customers in the Partner Panel.
   * **Edit or Delete**: Use the actions button in the table to modify or remove templates.

<figure><img src="/files/Lbjcem4te1gQES7iDXIl" alt=""><figcaption></figcaption></figure>

#### Need Help?

Please feel free to reach out to us at <mark style="color:$primary;"><support@botpenguin.com></mark>, in case of any questions or concerns.


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