# Send Template {% embed url="" %} **5.1.11 - 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. ### **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** * Navigate to the **Send** category * Select **Send Template** * 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. 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. 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** * Select a file from the media library * Confirm the selection The selected media will be included in the template message. ### **Template Variables** Many WhatsApp templates include **dynamic variables** that personalize the message. 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: **Value** The value used to replace the variable in the template. Example: {{customer.name}} This dynamically inserts the customer's name. **Fallback Value** The fallback value is used if the primary variable is unavailable. Example: Customer If the system cannot retrieve the customer's name, the message will display **Customer** instead. ### **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. ### **Media Library Selection** 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. ### **Finalizing the Template** Once all fields are configured: * Review the template preview * Verify media and variables * Click **Create** 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** 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**. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.ownchat.app/bot/send-action/send-template.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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