This guide explains how to use the WhatsApp Templates page in Bridgo to view, search, filter, sync, open, edit, and delete WhatsApp message templates connected to your WhatsApp Business Account.

⏱️ Average time: 3-5 minutes
👤 Who is this guide for: Admins, marketing users, support managers, and team members who manage WhatsApp templates

📌 What Is the WhatsApp Templates Page? #

The WhatsApp Templates page shows the templates synced from your Meta WhatsApp Business Account into Bridgo.

Templates are required when you want to send WhatsApp messages outside the 24-hour customer service window, including:

• Broadcast campaigns
• Transactional notifications
• Auto replies using templates
• API-triggered template messages
• Marketing campaigns
• Utility messages
• Authentication messages

To open it:

➡️ Go to WhatsApp Tools → Templates List

✅ Step 1: Review the Templates List #

The table shows all synced WhatsApp templates.

Each row includes:

• Template ID: The Meta template ID.
• Template Name: The template name saved in Meta.
• Template Language: The language shown under the template name.
• Template Header: The header type, such as TEXT, IMAGE, VIDEO, LOCATION, or DOCUMENT.
• Status: The current approval status.
• Category: The template category.
• Date Synced: The date the template was synced into Bridgo.
• Options: Actions available for the template.

The top of the page also shows the total number of templates found.

🟢 Step 2: Understand Template Statuses #

Template status tells you whether a template can be used.

APPROVED #

The template is approved by Meta and can be used in Bridgo.

Approved templates can be used for:

• Broadcasts
• Transactional templates
• Auto replies
• Live chat template sending
• API integrations

Pending #

The template is still under Meta review.

You may need to wait until Meta approves it before using it.

Rejected or Other Status #

If the template is not approved, Bridgo shows it with a warning/error style.

You may need to open it in Meta, review the rejection reason, and update or recreate the template.

🏷️ Step 3: Understand Template Categories #

Templates are grouped by Meta category.

Available categories include:

• Marketing: Offers, promotions, announcements, and campaign messages.
• Utility: Confirmations, updates, reminders, and service notifications.
• Authentication: OTP, verification, and login-related messages.

Choose the correct category in Meta because it affects approval, usage, and WhatsApp billing.

🧱 Step 4: Understand Template Headers #

Template headers describe the main content type used by the template.

Available header filters include:

• TEXT
• IMAGE
• VIDEO
• LOCATION
• DOCUMENT

This helps you quickly find templates that require media or location data.

For example:

• IMAGE templates need an image when used in broadcasts or automations.
• DOCUMENT templates may need a PDF or document file.
• LOCATION templates require address, location name, latitude, and longitude.
• TEXT templates do not require uploaded media.

➕ Step 5: Create a New Template #

Click New Template.

Bridgo opens Meta WhatsApp Manager in a new browser tab.

From Meta, you can create a new WhatsApp message template.

After creating a template in Meta:

• Wait for Meta approval.
• Return to Bridgo.
• Click Sync Templates.
• Confirm the template appears in the list.

⚠️ Important: Template creation and editing are handled inside Meta WhatsApp Manager from this page.

🔄 Step 6: Sync Templates #

Click Sync Templates to pull the latest templates from Meta into Bridgo.

Use Sync Templates after:

• Creating a new template in Meta
• Editing a template in Meta
• A template status changes from pending to approved
• Deleting a template
• Updating template language, category, or header

When sync finishes successfully, Bridgo shows:

Templates synced successfully

🔎 Step 7: Search by Template Name #

Use the search box to search by full template name.

• Enter the template name.
• Click the search icon.

If you clear the search field, Bridgo automatically refreshes the list.

Use this when you know the template name but want to find it quickly.

🧰 Step 8: Use Advanced Filters #

Click the filter button to open the Search modal.

You can filter by:

• Template Category
• Template Header

Template Category options:

• Marketing
• Utility
• Authentication

Template Header options:

• TEXT
• IMAGE
• VIDEO
• LOCATION
• DOCUMENT

After selecting filters, click Search.

🧹 Step 9: Clear Filters #

If filters are applied, Bridgo shows a clear filter button.

Click it to remove all search and filter values and return to the full template list.

You can also clear filters from inside the Search modal.

📊 Step 10: View Template Analysis #

Click the analysis icon beside a template.

Bridgo opens the template details page inside Meta WhatsApp Manager.

Use this to review Meta-side template details, performance, or analysis information where available.

✏️ Step 11: Edit a Template #

Click the edit icon beside a template.

Bridgo opens the template in Meta WhatsApp Manager.

From Meta, you can review or edit the template depending on Meta’s current template rules and template status.

After making changes in Meta:

• Return to Bridgo.
• Click Sync Templates.
• Confirm the updated template details appear in Bridgo.

🗑️ Step 12: Delete a Template #

If you have delete permission, click the delete icon beside the template.

A confirmation message appears:

Are you sure you want to delete this Template?

Click Delete to confirm.

Bridgo sends the delete request to Meta using the template ID and template name.

If deletion succeeds, the template is marked as deleted/pending deletion and removed or updated after sync.

⚠️ Important: Deleting a template can affect broadcasts, auto replies, transactionals, or integrations that depend on it. Review usage before deleting.

📄 Step 13: Use Pagination #

If you have many templates, use the pagination controls at the bottom of the page.

When you move between pages, Bridgo keeps your current search and filter values.

🧭 Step 14: Use Templates With Other Bridgo Features #

Approved WhatsApp templates can be used in:

• Broadcast Campaigns: Send template campaigns to selected audiences.
• Live Chat: Send templates directly to customers.
• Transactional Templates: Trigger notifications from API, WooCommerce, Zapier, or other systems.
• Auto Replies: Respond automatically using approved templates.
• Chatbot Builder: Use templates or flows in automation journeys.
• Conversation Log: Review sent template history and delivery status.

🧪 Common Use Cases #

Find approved marketing templates #

• Open filters.
• Select Template Category: Marketing.
• Click Search.
• Review templates with APPROVED status.

Find templates that require media #

• Open filters.
• Select Template Header: IMAGE, VIDEO, or DOCUMENT.
• Click Search.
• Review which templates need media files.

Sync a newly approved template #

• Create or edit the template in Meta.
• Wait for approval.
• Return to Bridgo.
• Click Sync Templates.
• Search for the template name.

Troubleshoot a missing template #

• Confirm the template exists in Meta WhatsApp Manager.
• Confirm the template is under the correct WhatsApp Business Account.
• Click Sync Templates.
• Search by full template name.
• Check filters are cleared.

Remove an unused template #

• Confirm no automation or campaign depends on it.
• Click delete.
• Confirm deletion.
• Sync templates again if needed.

🌟 Best Practices #

• Sync templates after every Meta-side change.
• Use clear template names so templates are easy to find.
• Keep only approved templates in active campaigns.
• Check template category before using it in broadcasts.
• Review media requirements before using IMAGE, VIDEO, DOCUMENT, or LOCATION templates.
• Avoid deleting templates used by active automations.
• Use filters to quickly audit templates by category or header type.