Move messaging off a personal phone
Get your templates approved
Why this step
Meta will not let you message a customer freely, so the quotation notice, the delivery notice and the invoice reminder have to exist as approved templates — in Arabic and English. Submit them early; approval is not instant.
What this does
Designs rich interactive message templates containing dynamic ERP placeholders (Customer Name, Order Total, Tracking Link, PDF attachments) approved by Meta for transactional notifications.
Before you start
- Meta Business Manager verified and WhatsApp template namespace configured.
Steps
Important
Always attach signed bilingual PDFs with official company stamps when transmitting quotations and tax invoices via WhatsApp.
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01
Navigate to WhatsApp › Operations › Templates and click New.
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02
Select the Category (Marketing, Utility, Authentication) and target Language (Arabic / English).
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03
Compose the message body using dynamic placeholders like
{{1}}for Customer Name and{{2}}for Quotation Reference. -
04
Add interactive buttons: Call to Action (Approve Quotation Online) or Quick Reply (Confirm Site Readiness).
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05
Submit to Meta for instant review and link approved templates to automated triggers on Sales, Invoices, and Delivery Orders.
Common mistakes
- Sending promotional marketing broadcasts using 'Utility' category templates, risking account phone number banning by Meta.
- Failing to configure fallback email routing when customer phone numbers are invalid.
Checkpoint
A quotation can be sent over WhatsApp from the order itself, using an approved bilingual template.