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WhatsApp SetupAssign templates to events

Assign Templates

Each automated WhatsApp event needs an approved template assigned before messages can send.

Steps

  1. Open Integrations → Message flows
  2. For each event (COD verification, abandoned cart reminder, etc.):
    • Select an approved template from the dropdown
    • Confirm variables are mapped (click Map variables if needed)
  3. Click Save flows

Checklist by feature

COD verification (all plans)

  • COD verification template
  • Thank you template (optional)
  • Cancel template (optional)
  • COD reminder template (Starter+)

Abandoned cart (Starter+)

  • Abandoned cart reminder (touch 1)
  • Abandoned cart nudge or offer (touch 2)
  • Abandoned cart final (touch 3)

Campaigns (Starter+)

  • Campaign broadcast template

Shared number

Templates are pre-assigned for shared-number merchants. You can view assignments but not change them. Upgrade to Pro + BYO for full control.

Troubleshooting

If messages aren’t sending, check:

  • Template status is Approved (not pending or rejected)
  • Variables are mapped for all placeholders
  • Flow is saved after changes

See Messages not sending.

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