Create, validate, list and send templates from Cliq

Create, validate, list and send templates from Cliq

WARNING: WhatsApp template categories will be migrated to the new categories by WhatsApp before June 1st, 2023.

Template are messages that are validated by WhatsApp for use as a standard reply or to be sent outside session periods. Learn more about Whatsapp messages.


From Cliq, you can:

- create and validate a new template,

- quick send template from a list, and

- send a template with or without parameters

 How to create and validate a new template? 

=> Creating a template

  1. Open a channel in Cliq

  2. In the writing field, insert the command "/w - new", and pulse enter twice

3. A form will pop up, enter the information as described below:


  • Code is the reference to identify the template when an agent wants to use it. The codes are a unique reference for a template, you can't have the same code associated with multiple templates. It is an alphanumeric code with only a lower case and underline (_).

Note: You can't use capital letters, space, and special characters, like #,?,*, and á.

  • The category is the message type. Mind that what you write in the template needs to match with the category to be validated by WhatsApp.


Account Update

 Payment Update

Personal Finance Update

 Shipping Update

Reservation Update

 Issue Resolution

Appointment Update

Transportation Update

Ticket Update

Alert Update




  • Language is the language that you are writing this specific template message you want to validate. Have in mind that WhatsApp does not allow phrases that mix multiple languages, neither grammar errors.

Note: If you use your company name in the template, but it is a real word and does not match the language of your message, it is possible that WhatsApp will deny the template. In this case, just exclude your company name, or have its logo in an image in the template and try validating the message again.



4. Click "next" and insert the template content at the fields listed below:



  • Header

This is a mandatory field. Select one of the following format options:



Note: For images, videos, or documents the maximum file size is 5 MB, and the URL needs to point directly to the image, video or document. That means that the image, video or document is stored in a server, instead of a google drive, dropbox, or similar drive storage. For videos, bare in mind that it isn't possible to use youtube links. 



  • Body

This is a mandatory field, and it must be a text. Write the content with a maximum of 1000 characters. It is possible to give it a personal touch using emojis and apply style as listed in this table:






Asterisk (*)

Tu total es *10,50 USD*.


Underline (_)

¡Bienvenido a _WhatsApp_!


Accent mark (~)

¡Esto es ~mejor~ lo mejor!


Three marks (```)

```print  'Hello world';```


Moreover, it is possible to add parameters to the template to be filled with different values-based. Write the parameters as numbers in this format: {{1}}, {{2}} ... {{10}}. The limit is 10 parameters.

Example: Your request {{1}} is confirmed for a value of {{2}}. The delivery is expected on the {{3}}.

  • Footer

This is an optional field. Write the content with a maximum of 60 characters.


See an example of this process of creating a template:

  1. Insert /w -new, and click enter twice

  1. Insert the information in the form filling the mandatory fields: code, category, and language

  1. Insert the information of the header, body, and footer.

  1. When approved this will be the way this template will look like when it is sent.



=> Validation process

After you create the template and click send, you will receive a notification with WhatsApp status on a 1-day average, and a maximum time of 2 days.

The status is approved or rejected, and they will be shown like:




Whatsapp rejection explanation always consists of the template not complying with their policy.

Learn more about how to create template messages in this article.

How to send a template from a list?

From a Cliq channel, the agent can request the list of validated templates, get the code and send it. This is a quick way to send templates that do not contain parameters.


=> Request the list of validated templates

  1. In a channel, write /w - list, and click entre twice to directly check the approved templates, or write /w - list click in the box See available template and pulse any key to view the approved, pending or rejected list option. Click in the list you want to open. 



2. After selecting the list, it will appear showing up to 100 templates:



In the table the agent will find:

  • Code: the unique ID that is used to send a template

  • Language: the language in which is written the template content.

  • Template: it is the template content


3. Send the template you choose from approved template list by writing /w #code and click enter

Note: this option just allows you to use templates without parameters.


How to send a template from a form?

The benefit to send a template form a form instead of a list is that you can send messages with parameters in addition to the standard template messages.


  1. In a Cliq channel, write /w -send, and click enter twice


2. A form will pop up, enter the information as described below:


  • Code: select template from the list.

  • Body: when you select the template code from a list you will see the text in this field.

    If you select a template with parameters, the parameter fields will appear to be completed. Below is an example of a template with one parameter:

    Parameter {{1}}. In the case you selected a template with more parameters, more fields will show up, like Parameter {{2}}, Parameter {{3}}, and so on until a maximum of ten parameters.



When filling the parameters fields, you can use fixed value or dynamic value based on information that is registered in the CRM for Lead or Contact information.

They differ as you can see below:
  • Fixed value

Imagine you have a template like this:

"Hello {{1}}, we evaluated our project and it will cost {{2}}, including the {{3}} and {{4}}. Please reply for continuing this conversation"

In this case, you could have the following text in the parameter fields:

  • Parameter {{1}}: John

  • Parameter {{2}}: USD 500

  • Parameter {{3}}: development, implementation

  • Parameter {{4}}: training


When you click to send this template, the text will be sent as:

"Hello John, we evaluated our project and it will cost USD 500, including the development, implementation, and training. Please reply for continuing this conversation"

  • Dynamic value

You can fill the parameter fields with variables that will bring the information from the Lead or Contact information that is recorded in the CRM.  

These are the possible variables, and you need to write it in the parameter field with the hashtag and capital letter.


Parameter input to relate to a CRM field

CRM field details


Full name of contact or lead


Principal email of the contact or lead


Mailing city


Mailing country


Mailing state


Mailing street


Mailing zipcode


Company name


If the Lead or Contact does not have a value associated with the variable you selected,  an alert message will be shown in the channel notifying you about this empty field. This alert will not be visible for the contact you are messaging from Cliq.