How to Create Template in ControlHippo?

Modified on Tue, 24 Oct, 2023 at 9:50 AM

Steps to Create Template:

Step 1: Log in to your ControHippo account.

Step 2: Click on the Template option from the side menu bar.

Step 3: A new page will open, click on the "Create Template" button at the top right corner.

Step 4: A new page will open, where you need to enter the following details.


Step 5: Select the number for which you want to create the Template, the created template will only be shareable to that number's contacts.

Step 6: Select the category in which your template message will fall, we have 3 category options.


Utility: Helping with requests, updates on transactions, etc.

Marketing: Promotional or informative updates, as well as invitations for customers to take action.

Authentication: Authenticate users using one-time passcodes, which may be required in a multi-step login.

Step 7: Now give a name to your template through which you will uniquely identify the template from others.

Step 8: Now you need to create a Template body(Message) that you want to share. Here you can create dynamic templates.

Once you have entered the message click on the "Submit" button.

Step 9: Once the Template is submitted it will take 15-20 min to get approved by Meta. You will receive the success message and you can check the status of the template.

Step 10: Once the Template is approved, you send template from the template icon or you can type "/" in the text box area.

Step 11: On sending template the dynamic value will be asked(customer name), you need to add the name and submit.

Step 12: Once you submit the dynamic value the Template message will be shared with chat.

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