> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/bot/send-action/send-template.md).

# Send Template

The **Send Template** action allows you to send **approved WhatsApp message templates** within a chatbot workflow.

WhatsApp templates are pre-approved messages that can include text, media, and dynamic variables. These templates are typically used for **notifications, confirmations, promotions, and automated follow-ups**.

Using templates ensures compliance with WhatsApp messaging policies while enabling businesses to automate communication with customers.

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### **When to Use Send Template**

Use the **Send Template** action when you want to send **official WhatsApp template messages** during a chatbot interaction.

**Common Use Cases**

* Order confirmations
* Appointment reminders
* Payment confirmations
* Marketing promotions
* Product updates
* Follow-up notifications

Example message:

Hi {{name}},\
\
Your order has been confirmed.\
Thank you for choosing our service.

Templates allow personalization through dynamic variables.

### **How to Add Send Template**

Follow these steps to add a **Send Template** action in your bot workflow.

* Open **Bot Builder**
* Click **Add Node**

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* Navigate to the **Send** category
* Select **Send Template**

{% embed url="<https://app.supademo.com/demo/cmp3is2a100000jswhiohyl4w?utm_source=link>" %}

* Configure the template settings
* Click **Create**

Once configured, the template message will be sent to users when the chatbot reaches that step in the workflow.

### **Send Template Configuration**

When configuring a Send Template action, several fields must be set.

#### **Action Name**

The **Action Name** identifies the template action within the bot workflow.

This name is visible only inside the bot builder.

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Example:

Funnel Template\
Order Confirmation Template\
Appointment Reminder Template

#### **Select Template**

The **Select Template** dropdown allows you to choose from available **approved WhatsApp templates**.

Templates displayed in this list are those already created and approved in your WhatsApp Business configuration.

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Example template names:

* sandy\_template
* restaurant\_funnel\_final
* funnel\_camp\_image

Select the template you want the chatbot to send.

#### **Media (Optional)**

Some WhatsApp templates support **media attachments**.

Supported media types include:

* Image
* Video
* Document

To attach media:

* Click **Upload Media**

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* Select a file from the media library
* Confirm the selection

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The selected media will be included in the template message.

### Media Library Selection &#x20;

When uploading media, the system opens the media library, where you can:

* Search for files
* Upload new media
* Select existing media files

After selecting the media file, click Send Selected Files to attach it to the template.

### **Template Variables**

Many WhatsApp templates include **dynamic variables** that personalize the message.

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Example template:

Hello {{1}},\
Your order has been successfully placed.

In the Send Template configuration, you must provide values for these variables.

#### **Adding Variable Values**

For each variable, you must enter:

### **Adding Additional Variables**

If the template contains multiple variables:

* Click **Add Variable**
* Select the appropriate variable field
* Enter the value and fallback value

Variables can be populated using:

* Customer fields (name, phone, email)
* Stored variables
* Custom data from the chatbot flow

The variable selector also allows you to pick values from **customer data fields**, such as name or phone number.

**Value**

The value used to replace the variable in the template.

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Example:

{{customer.name}}

This dynamically inserts the customer's name.

**Fallback Value**

The fallback value is used if the primary variable is unavailable.

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Example:

Customer

If the system cannot retrieve the customer's name, the message will display **Customer** instead.

### **Finalizing the Template**

Once all fields are configured:

* Review the template preview
* Verify media and variables
* Click **Create**

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The Send Template action will then appear as a node in the bot workflow.

When the chatbot reaches this node, the selected WhatsApp template will be sent to the user.

### **Example Template Interaction**

Example template sent by a chatbot:

Hi John,\
\
Your order has been confirmed.\
You will receive delivery updates shortly.

This message uses the variable:

{{customer.name}} to personalize the message for each user.

### **Best Practices**

Follow these best practices when using Send Template.

**Use approved templates only**

Templates must be approved by WhatsApp before they can be sent.

**Personalize messages**

Use dynamic variables to create personalized experiences.

**Provide fallback values**

Always define fallback values to prevent empty fields.

**Keep templates concise**

Short and clear templates improve engagement.

**Test before deployment**

Test templates in the bot workflow before publishing.

### **Summary**

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The **Send Template** action enables chatbot builders to send **WhatsApp-approved message templates** within automated workflows.

With Send Template, you can:

* Send approved WhatsApp template messages
* Include media attachments
* Personalize messages using dynamic variables
* Use fallback values for missing data
* Automate notifications and updates

This feature ensures **policy-compliant messaging while enabling scalable communication with customers**.