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How to create a WhatsApp template with an image, video, document or location

Go to Settings › WhatsApp › Templates › Create Template, turn on the header, choose Media and upload an image (JPG/PNG, 5 MB), video (MP4, 16 MB) or PDF (100 MB). For a location, choose Location and enter latitude, longitude, name and address. Meta then reviews the template.

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Before you start

  • Your WhatsApp number must be connected to Elooo CRM.
  • Have the file ready in an accepted format: JPG or PNG image (up to 5 MB, 8-bit, RGB or RGBA), MP4 video (up to 16 MB) or PDF document (up to 100 MB).
  • For a location template, get the latitude and longitude from Google Maps: right-click the place on the map and copy the coordinates.
  • Like any template, this one must be approved by Meta before you can send it.
Where to find it

Settings › WhatsApp › Templates › Create Template

Step by step

Template with an image, video or document

  1. In the left menu, open Settings and click WhatsApp.
  2. Open the Templates tab and click Create Template.
  3. Name the template, pick the category (marketing, utility…) and the language.
  4. Turn on Show header and choose the Media type.
  5. Click Upload Media and pick the image, video or PDF. The type is locked in: an image template will only accept images.
  6. Write the message body (with variables if needed) and, optionally, the footer and buttons.
  7. Click Create. The template is submitted to Meta for approval.

Location template

  1. Follow steps 1 to 3 above.
  2. In the header, choose the Location type.
  3. Fill in the latitude and longitude (copied from Google Maps), the location name and the address.
  4. Write the message body and click Create.

Send the template

  1. In a conversation: open Conversations, pick the contact, click the option to use a template to start the chat, select the media template and click Send.
  2. In bulk: in Contacts, open the smart list, select the contacts, click the WhatsApp icon, choose the template and name the action.
  3. In a workflow: add the WhatsApp action, choose the template and save. The preview shows the file URL; the customer receives the actual file.

Tips

  • When sending, you can swap the template's file for another of the same type: paste a public link to the new file. An image template only accepts PNG and JPEG.
  • Use images for launches and promotions, PDFs for guides and catalogs, and locations to invite people to an event or show where your store is.

Common problems

  • Error when uploading the file → The file exceeds the limit (5 MB image, 16 MB video, 100 MB PDF) or isn't in an accepted format. Reduce the size or convert it to JPG/PNG, MP4 or PDF.
  • Error when swapping the file at send time → The new file isn't the same type as the template (for example, a video in an image template). Use a file of the right type with a public link.
  • The template was rejected → Check the variables ({{1}} format, with text before and after), avoid requesting sensitive data, and don't duplicate an existing template.
  • The template shows as "Paused" → It received negative feedback or low engagement. It can't be sent until it's back to Active.

Frequently asked questions

Does a template with a file also need approval?

Yes. Every template, with or without a file, goes through Meta's approval.

Can I change the image without creating another template?

Yes, at send time: replace the file link with another public link of the same type.

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