> ## Documentation Index > Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy. > Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar. > Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar. > Nunca peça nem repita senhas, tokens ou dados pessoais de clientes. # Message templates > Create Meta-approved WhatsApp templates and email templates in Notfy, with variables, buttons, submission for approval and synchronization. **Message Templates** are ready-made messages for WhatsApp (which must be approved by Meta) and for email. They standardize communication and let you talk to the customer even outside the WhatsApp 24-hour window. ## When to use * Start a conversation or resume contact after more than 24 hours without a reply from the customer on WhatsApp. * Send the same personalized message to many contacts in **Bulk Message Sends**. * Standardize recurring emails, such as reminders and reports. > [!NOTE] > > Outside the 24-hour window, the Official WhatsApp only allows sending approved templates. Inside the window, you chat freely through the Chat. ## Where they are In the menu, go to **Registrations → Templates** and open **Message Templates**. This area brings together both channels, identified in the **Channel** column as **WhatsApp** or **Email**. ## Two types of template | | WhatsApp | Email | | :- | :- | :- | | **Required integration** | Official WhatsApp (Cloud API) | Email integration (SMTP) | | **Approval** | Yes, by Meta | No | | **Languages** | Portuguese (Brazil), English (US), Spanish (ES) | Free | | **Content** | Body, footer, header and up to 3 buttons | Subject, visual or HTML body, CC and BCC | ## Create a WhatsApp template **1. New template** In **Message Templates**, click **Create**. **2. Choose the integration** In **Integration**, select the WhatsApp integration. The choice cannot be changed after saving. **3. Define category and language** In the **Content (WhatsApp)** tab, choose the **Category** (Marketing, Utility or Authentication) and the **Template Language**. **4. Write the message** Fill in the **Internal Title / Identification** and the **Message Body**. Use the **Quick Variables** selector to insert variables. The **Signature / Footer** accepts up to 60 characters. **5. Add header and buttons (optional)** In **Interactive and Multimedia Components**, choose the **Header Type** (No Media, Text, Image, Document / PDF or Video) and up to 3 buttons: **Quick Reply**, **Visit Website** or **Call Phone**. The button text has up to 25 characters. **6. Save and submit for approval** Save the template. In the list, open the actions menu and click **Send for Approval**. Then use **Sync Status** to see Meta's response. ### Approval status | Status | Meaning | | :- | :- | | **Draft** | Created in Notfy, not yet sent. | | **Pending** | Under review by Meta. | | **Approved** | Cleared for use. | | **Rejected** | Refused. Adjust the text and use **Send for Approval** again. | > [!WARNING] > > Changing a template that was already sent means it must be approved by Meta again. When you delete a template that already exists on Meta, it is also removed from your Meta WABA account. ### WhatsApp text rules * Do not use bold with double asterisks (`**text**`). Meta accepts italic, underline and strikethrough. * The message cannot start or end with a variable. * Variables are automatically converted to Meta's numbered format when saving and sending. ### Import already approved templates If your company already has templates created in the Meta panel, use **Import from WhatsApp** at the top of the list, choose the integration and click **Import**. Notfy shows how many were created, updated and ignored. **Sync Status** at the top updates the status of existing templates. ## Create an email template Choose an email integration in **Integration** and fill in the **Content (Email)** tab: * **Internal Title**: identification for the team; it does not appear in the email. * **Email Subject**: accepts variables. * **Additional Recipients**: **CC** (visible) and **BCC** (hidden), with several emails separated by commas. * **Email Body**: use the visual editor or turn on **Code Mode (Custom HTML)**. The **Preview** tab shows the result. When switching modes, the content is not converted automatically. ## Variables Variables are replaced by the actual data at the time of sending. | Variable | What it inserts | WhatsApp | Email | | :- | :- | :-: | :-: | | `{{CUSTOMER_NAME}}` | Customer name | Yes | Yes | | `{{CURRENT_DATE}}` | Current date | Yes | Yes | | `{{TODAY_SCHEDULE}}` | Today's appointments | Yes | Yes | | `{{TODAY_TASKS}}` | Today's tasks | Yes | Yes | | `{{FIRST_NAME}}` | First name | No | Yes | | `{{CUSTOMER_PHONE}}` | Phone | No | Yes | | `{{CUSTOMER_EMAIL}}` | Email | No | Yes | | `{{CUSTOMER_CITY}}` | City | No | Yes | | `{{COMPANY}}` | Company | No | Yes | > [!TIP] > > Use variables in bulk sends. Identical messages to many contacts increase the risk of being treated as spam. > [accordion] My template was Rejected. What should I do? > > Review the text according to the rules above, edit the template and click **Send for Approval** again. > [accordion] The Import from WhatsApp button does not appear. > > It only appears when there is at least one active Official WhatsApp integration. See [Official WhatsApp](https://docs.notfy.ai/en/configuracoes/integracao-whatsapp-oficial.md). > [accordion] Where do I use the templates? > > In **Bulk Message Sends**, in follow-up cadences and in automatic reminders. See [Send lists](https://docs.notfy.ai/en/atendimento/listas-envio.md). > [card] [Official WhatsApp](https://docs.notfy.ai/en/configuracoes/integracao-whatsapp-oficial.md) > > Connect the number that will send the templates. > [card] [Send lists](https://docs.notfy.ai/en/atendimento/listas-envio.md) > > Use templates in bulk sends. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.