WhatsApp requires every business-initiated message to use a pre-approved template. This guide shows you how to write templates that pass review on the first try.
Quick check You need a connected Shopify store syncing through Tajo, a WhatsApp Business account linked in Brevo, and Editor access or higher. WhatsApp is billed per conversation. You also need WhatsApp consent collected at checkout; see collect SMS and WhatsApp consent.
Why Templates Need Approval
WhatsApp only allows businesses to start a conversation using a template that Meta has reviewed. This protects users from spam. Once a customer replies, you have a 24-hour window for free-form messages. Templates fall into categories that affect pricing and review strictness.
| Category | Use for | Example |
|---|---|---|
| Utility | Transactional updates tied to an order | Order confirmed, shipped, delivered |
| Marketing | Promotions and re-engagement | Sale announcement, win-back offer |
| Authentication | One-time passcodes | Login or verification codes |
Utility templates are cheaper and approve faster than marketing templates.
Step 1: Draft the Template in Brevo
- Open Brevo > Conversations or Campaigns > WhatsApp templates.
- Click Create template.
- Choose a language and the correct category.
- Write the body using numbered placeholders for dynamic values, for example:
Hi {{1}}, your order {{2}} from {{3}} has shipped. Track it here: {{4}}
Step 2: Map Placeholders to Tajo Data
In Tajo > Channels > WhatsApp, map each placeholder to a synced Shopify field:
| Placeholder | Tajo field |
|---|---|
{{1}} | Customer first name |
{{2}} | Order number |
{{3}} | Store name |
{{4}} | Tracking URL |
This lets one approved template personalize every message from live Shopify order data.
Step 3: Follow the Approval Rules
Templates are rejected for predictable reasons. Avoid these:
- No placeholder with no surrounding text (for example, a body that is only
{{1}}). - No floating or doubled placeholders, and they must be sequential starting at
{{1}}. - No promotional language in a Utility template. Miscategorized templates get rejected.
- No abusive, misleading, or prohibited content.
- Keep grammar clean and provide example values when prompted.
Tip Submit the message as Utility whenever it is genuinely tied to a specific order. Order confirmations and shipping updates sent as Utility cost less and almost always approve quickly. Reserve Marketing for true promotions.
Step 4: Submit and Wait
- Add example values for each placeholder.
- Submit for review.
- Status moves from Pending to Approved or Rejected. Review usually completes within minutes to a few hours, occasionally up to 24 hours.
Step 5: Handle a Rejection
- Open the rejected template to read Meta’s reason.
- Common fixes: change the category, remove promotional wording from a Utility template, add context around a lone placeholder.
- Edit and resubmit. There is no penalty for resubmitting a corrected template.
Step 6: Use the Approved Template in Tajo
- In Tajo > Automation, add a Send WhatsApp step.
- Select the approved template.
- Confirm the placeholder mapping.
- Activate the automation. A good first use is the post-purchase flow.
Maintaining Quality Rating
WhatsApp tracks how recipients react to your messages. To keep a healthy quality rating:
- Only message contacts who opted in at checkout.
- Send Utility messages people expect, like shipping updates.
- Keep marketing frequency low and relevant.
A low quality rating can reduce your messaging limits, so respect consent and frequency.
Related Articles
- Collect SMS and WhatsApp consent
- Set up your SMS sender
- Build a post-purchase flow
- Win back lapsed customers
Get Help
- Live Chat: available in the Tajo dashboard (bottom right)
- Email Support: [email protected]
- Documentation: docs.tajo.io