How to Request New WhatsApp Templates

To send catalogs or product lists through WhatsApp, especially outside the 24-hour window; you must use pre-approved message templates. This ensures smooth delivery, better trust, and reliable customer reach. With Picky Assist, creating and requesting catalog or multi-product templates is simple. This guide walks you through the process step-by-step.

Step 1: Open Your Picky Assist Dashboard

Log in to your Picky Assist account to access the main dashboard.

Step 2: Go to Channels

Navigate to All Menus → Settings → Channels.

Step 3: Select WhatsApp Business API

Click on WhatsApp Business API.

Step 4: Open Templates Section

From the left-side menu, click Templates → Add Template.

Step 5: Fill Template Details

Enter the template name (lowercase, no spaces), select Marketing as the category, choose the language, and click Add Language.

Step 6: Choose Template Type

Select Template Type → Catalog.

How to Request a New Catalog Message Template

Step 1: Choose Format

Select Catalog Format → Catalog Message.

Step 2: Add Content & Submit

Fill the body and footer sections as needed. A preview will appear on the right. Submit for approval.

Step 3: Sync with WhatsApp

The template appears under pending review. Click Sync with WhatsApp Account.

Step 4: Template Approval

Once approved, the status will update and you can start using it.

In some cases, WhatsApp may reject your template if the content doesn’t follow their policies—such as using promotional wording, grammar mistakes, incorrect category selection, or improper formatting. If this happens, simply review the reason shown, make the necessary corrections, and resubmit the template for approval.

How to Request a New Multi-Product WhatsApp Template

Step 1: Create New Template

Repeat the initial steps: name, category, language, and select Template Type → Catalog.

Step 2: Choose Format

Select Catalog Format → Multi-Product Message. Add headings, body, and footer content and submit for approval.

Step 3: Sync & Approve

• Once your WhatsApp template is created, it will automatically go under review. Just like before, click on “Sync with WhatsApp Account.”

• After a short time, you’ll see a notification saying “Template Synced Successfully."

• If WhatsApp approves your template, it will appear in your template list with an Approved status.

• Your catalog or multi-product template is now ready to use.

You’ve now learned how to create and submit WhatsApp Catalog and Multi-Product Message templates in Picky Assist. With your templates approved, you’re ready to start using them for customer communication. Next, we will learn how to send these templates as bulk WhatsApp messages.