How do I manage template settings in Whippy?

Last updated: November 5, 2026

Use Templates settings to create, import, search, edit, and delete reusable message templates.

Before you start

  • Confirm you have permission to manage templates.

  • Decide whether you are creating a template manually or importing templates in bulk.

  • If creating a WhatsApp template, confirm an enabled WhatsApp channel exists and the WhatsApp template approval process applies.

Steps

  1. Open Settings > Templates.

  2. Click Add template.

  3. Choose Add template to create a new template manually.

  4. Choose Import template to import templates in bulk.

  5. If prompted, choose SMS or WhatsApp as the template type.

  6. Complete the template fields shown in the flow.

  7. Save the template.

  8. Use Search templates to find and open existing templates for editing.

Tips

  • Use template names that make templates easy to find.

  • Keep message content reusable and avoid one-off customer details.

  • Use WhatsApp templates only when the WhatsApp setup and approval process applies.

  • Review templates periodically so old wording does not stay in active workflows.

Troubleshooting

  • If the WhatsApp option does not appear, confirm an enabled WhatsApp channel exists.

  • If no templates match your search, clear the search or try a broader keyword.

  • If template import fails, review the import file and retry with corrected data.