How the template flow works in LeadTable:
Create the template: templates live centrally in the WhatsApp Manager under Templates
Assign a client account: once it’s created, you assign the template to the relevant client accounts (Template assignment)
Wait for Meta’s review: Meta checks the template, and the Meta status column shows you where it stands
Use it in automations: as soon as the status reads Approved, the template is available in every account it’s assigned to
Creating a new template
Creating a new template
In the Templates tab, click Create template. A dialog opens with the fields below. On the left you get a live preview of how the message will look to the recipient:
Template name: an internal name so you can find it again (the lead never sees it)
Language: has to match the language the message is written in
Header (optional): pick the type of header you want:
None: no header
Text: a short headline above the message
Image: an image to open with
Video: a video header
Document: a PDF attachment, for instance
Message: the actual body of the template (max. 1,000 characters). + Add variable inserts placeholders like {{1}}, {{2}}.
GDPR settings: switch on the GDPR setting for the message if you need it.
Footer (optional): a short closing line under the message (max. 60 characters). Typically something like „Reply STOP to unsubscribe“
Buttons (optional): add up to 10 interactive buttons. There are four types:
Quick reply: the lead sends a predefined response with one tap
Website (URL): opens a URL in the browser (max. 2 per template)
Call: starts a phone call (max. 1 per template)
Copy code: copies a code to the clipboard (max. 1 per template)
⚠️ WhatsApp allows a maximum of 10 buttons per template in total.
Adding variables
Adding variables
Click + Add variable, and
{{1}}appears in the text and in the previewGive the variable a name („First name“ for example). This field is required
Optionally add an example value („Alex“ for example). It helps with the preview and with Meta’s review
More variables (
{{2}},{{3}}and so on) come from clicking + Add variable again
Where it usually goes wrong:
⚠️ Important: a variable must never sit at the very start or very end of a message, because Meta will reject it. Always wrap it in fixed text, for example: „Hi {{1}}, your appointment on {{2}} is confirmed.“
⚠️ The wrong variable-to-text ratio: every variable needs a reasonable amount of text around it. A single variable with no text won’t pass.
Template statuses at a glance:
Approved ✅: the template is live and can be used in automations
In review 🕐: Meta is still checking, which usually takes a few hours to a day
Unknown — : the template hasn’t been assigned to the account yet, or the status couldn’t be retrieved
What Meta looks at during the review:
Clear, understandable wording, with no abbreviations or ambiguity
Correct spelling and grammar
Full URLs, no shortened links
The language of the message matches the template language
Nothing misleading, threatening or abusive
Compliance with the WhatsApp Business Policy
💡 For more on template strategy, see Example WhatsApp templates.