WhatsApp invitation templates
Every WhatsApp survey starts with an approved invitation template. Write it, preview it, and send it to Meta for review.
What you will learn
- Write a template with variables
- Submit it and follow its status
- Pick it in the builder
Step by step
- Open left menu Research → WhatsApp templates (app.smartsurvafrica.com/templates).
- Press New template. Give a Name (lower case, numbers and underscores, e.g. survey_invite), a Template language and a Category: Utility (a survey someone agreed to) or Marketing.
- Write the Message. Use {{1}}, {{2}}… for the parts that change and keep “Reply STOP to opt out”.
- Under Variables, choose what fills each one (client name, number of questions, minutes, reward, survey title) and give an Example.
- Keep Start and Not now buttons (recommended). Check the phone preview.
- Press Save and submit. Meta reviews it; the Status column follows it. Press Check … at Meta to refresh.
- In the builder, Settings → Delivery → Invitation template, pick the approved template.
What you will see
- “WhatsApp isn’t connected for templates yet.” if SmartSurv operations hasn’t connected WhatsApp: you can still draft and preview.
- Rejected templates show Meta’s reason; edit and submit again.
Check yourself
Pick an answer for each question, then press Check my answers. Nothing is saved or sent.