What it is
WhatsApp templates in the Marketing category — promotions, offers, and re-engagement messages.
Tenant menu: Left sidebar → Outbound → Message Templates
Meta dependency: Marketing templates require Meta approval and customer opt-in. Subject to per-user marketing limits — users may not receive even if your tier has quota.
When to use marketing vs utility
Use marketing Use utility instead
Sales, discounts, newsletters Order shipped, appointment reminder
Re-engagement offers Account password reset (auth)
New product announcements Payment receipt
Step-by-step
Create template — category Marketing (fixed after submit).
Avoid misleading claims — Meta rejects aggressive or prohibited content.
Include opt-out language where required by region.
Submit and wait for Approved.
Use only with contacts who opted in to marketing messages.
Opt-in documentation
Partners should advise tenants to:
Collect WhatsApp marketing consent at signup
Document consent source (form, checkbox, verbal)
Honor STOP/opt-out keywords via Keyword triggers
Related
Message templates
Utility templates
Broadcast campaigns
Per-user marketing limits