How to Create a Text Message Template in Affinect WhatsApp

This guide walks you through creating a simple yet effective WhatsApp text message template in Affinect. Text messages are ideal for direct, clear communication—whether you're promoting an offer, sending updates, or re-engaging customers—with full personalization and compliance built in.

Affinect

    1. 1. A. Go to Marketing Tools

    2. 1. B. Click on WhatsApp templates

    From the dashboard, click on Marketing Tools in the left-side menu and select WhatsApp Templates.

    A. Go to Marketing Tools B. Click on WhatsApp templates

  2. 2. Create or Edit a Template

    In the templates list:

    • Click Edit to update an existing draft, or

    • Click Create to start a new template

    Create or Edit a Template

  3. 3. Select Template Format

    Choose Text as your message format.

    Select Template Format

  4. 4. Add Message Content

    Click on Content and start building your message by adding:

    • Header (optional)

    • Body

    • Footer (optional)

    Add Message Content

    1. 5. A. Customize Your Message

    2. 5. B. Write your body text and footer

    Enhance your message using:

    • Text styles

    • Emojis

    • Personalization variables (e.g., first name, email, etc.)

    A. Customize Your Message B. Write your body text and footer

  6. 6. Add Call-to-Action Buttons

    Go to Buttons and choose from:

    • Website link

    • Phone number

    Add Call-to-Action Buttons

  7. 7. Ensure Compliance

    Include a mandatory marketing opt-out button in every message.

    Ensure Compliance

  8. 8. Submit for Approval

    Once done, click Save & Submit to send your template to Meta for approval.

    Submit for Approval