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How to Create WhatsApp Message Templates in Twilio (Pro)

WhatsApp only lets a business start a conversation with a template it approved. Order updates often arrive days after the customer last wrote, so without a template they are not delivered. This tutorial builds the template the plugin expects.

The plugin sends five numbered values with every order message. Your template can use any of them.

Variable Filled with
{{1}} Customer first name
{{2}} Order number
{{3}} Order status
{{4}} Order total
{{5}} Link to the order. In the Payment Reminder, the payment link

In the Twilio Console, open Messaging → Content Template Builder and click Create new.

The new template form with the name, the English language and the Text type chosen

  1. Template Name: lowercase letters, numbers and underscores only, such as order_status_update.
  2. Template Language: the language your customers read.
  3. Content Type: Text.

Click Create.

Type the message into Body. Put a variable wherever the plugin should fill something in:

Hi {{1}}, your order #{{2}} is now {{3}}. Total: {{4}}. Details: {{5}}

The Body field with the five variables and the message preview beside it

The preview on the right shows how it will look. Keep the wording neutral, because one template serves every status on the Notifications tab.

Click Save. Twilio opens Add sample to variable and asks for an example of each variable. WhatsApp needs these samples to approve the template, and a template saved without them cannot be submitted later.

The Add sample to variable dialog with a sample for each of the five variables

Use realistic values, such as Amara, 1204, Completed, $94.60 and a link to an order page. Click Save with samples.

With a WhatsApp sender in place, click Save and submit for WhatsApp approval and choose the Utility category, since an order update is not marketing. Approval usually takes minutes.

On the sandbox this button stays disabled. Twilio explains on hover: “You need a WhatsApp Sender before submitting for approval.” Register a sender first with How to Register Your WhatsApp Business Number in Twilio.

Back on the Content Template Builder list, each template shows its Template SID, starting with HX. Copy it.

The Content Template Builder list with the new order_status_update template and its HX SID

In WordPress, go to Purchase via WhatsApp → Configuration → Notifications and paste it into the Content Template SID of the section it belongs to. Click Save Changes.

The Content Template SID field boxed under Order Status Updates

From now on that section sends the template instead of its text.

On the demo, completing order #1211 sent the template with Amara, 1211, Completed, $99.55 and the order link, and it was Delivered within seconds:

The template update as the customer receives it, with the order link shown as a preview

The Messages screen lists such a message as “Template” with its SID and the values sent, because the wording lives in Twilio. The dashboard’s Set up order updates step is ticked once every update you switched on has a SID.

  • Order Confirmation, Order Status Updates and New Order Alerts For You use the five variables above.
  • Payment Reminder Template SID uses {{5}} for the payment link.
  • Broadcast fills only {{1}}, the first name. Make a separate Marketing template for it.
  • Wallet alerts use {{1}} first name, {{2}} amount, {{3}} balance and {{4}} reason.