How to Use WhatsApp Message Templates in GoHighLevel
If you use ClickUp or any other project management system alongside GoHighLevel, you can streamline your messaging by setting up WhatsApp templates and snippets correctly. This guide walks you through how WhatsApp templates work inside GoHighLevel and how to use them effectively in conversations so you can stay compliant while replying faster.
WhatsApp requires business-initiated 24-hour window messages to use pre-approved templates. Inside GoHighLevel, these templates are organized by categories and include placeholders (variables) you can personalize for each contact.
Understanding GoHighLevel WhatsApp Message Templates
WhatsApp message templates are pre-approved messages that allow you to reach your contacts when the 24-hour customer service window has expired or when you want to send structured notifications.
In GoHighLevel, you can:
- View your available WhatsApp templates by category.
- Insert templates directly into a WhatsApp chat.
- Fill in variables (snippets) with contact-specific data.
Each template is tied to a specific purpose, such as customer support replies or marketing notifications, and must comply with WhatsApp policies.
WhatsApp Template Categories in GoHighLevel
Templates in GoHighLevel are organized into three main categories based on WhatsApp guidelines. Choosing the correct category helps ensure that your messages remain compliant.
Service Templates in GoHighLevel
Service templates are used when you are helping customers solve a problem or responding to a support request. These are non-promotional by design.
Examples of service template purposes include:
- Answering questions about orders or account issues.
- Confirming support requests or ticket updates.
- Providing follow-up assistance after a customer reaches out.
Service templates are ideal when your primary goal is support rather than sales.
Marketing Templates in GoHighLevel
Marketing templates are designed for promotional or sales-oriented communication. Because they are more sensitive from a compliance perspective, it is important to make sure they follow WhatsApp rules.
Typical uses include:
- Promoting new offers, discounts, or events.
- Sending product recommendations or upsell messages.
- Running re-engagement campaigns to inactive customers.
When using marketing templates, ensure that your contacts have opted in and that the message content matches the specified template purpose.
Authentication Templates in GoHighLevel
Authentication templates are reserved for identity and account security flows. These messages are usually automated and time-sensitive.
Common authentication use cases:
- One-time passwords (OTPs) for login or verification.
- Account security alerts and approval codes.
- Two-factor authentication steps.
These templates are strictly functional and should not include any promotional content.
How Snippets and Variables Work in GoHighLevel Templates
Within each WhatsApp template in GoHighLevel, you will see placeholders that need to be completed before sending. These placeholders are known as variables or snippets.
Variables appear as numbered fields and are defined as follows:
- Variable 1: The first customizable piece of text in your template.
- Variable 2: The second customizable field.
- Variable 3: The third customizable field.
Each variable will have a label, such as “Name”, “Order Number”, or “Date”, indicating what information you should insert. In GoHighLevel, you manually fill these fields each time you send a template inside a conversation.
Step-by-Step: Sending a WhatsApp Template in GoHighLevel
Follow these steps to send a WhatsApp template from within a contact conversation in GoHighLevel:
- Open the conversation
- Navigate to the Conversations section.
- Select the contact you want to message via WhatsApp.
- Choose the WhatsApp channel
- Make sure the message type is set to WhatsApp for that contact.
- Click to insert a template
- Use the template option in the message box to open your list of WhatsApp templates.
- Select the template category
- Filter by Service, Marketing, or Authentication depending on your use case.
- Pick the specific template
- Choose the template that best matches the message you want to send.
- Fill in the variables (snippets)
- Enter the appropriate information for each variable (for example, contact name, order ID, date, or code).
- Double-check that all required fields are completed.
- Review for compliance
- Confirm that the content remains consistent with the original approved template.
- Send the message
- Click send to deliver the WhatsApp template to your contact.
Best Practices for Using GoHighLevel WhatsApp Templates
To get the most from your setup while staying compliant with WhatsApp rules, follow these best practices in GoHighLevel:
- Match category to intent: Only use Service templates for support, Marketing templates for promotions, and Authentication templates for security flows.
- Keep data accurate: Make sure you always insert the correct values for each snippet variable so customers receive clear, personalized information.
- Avoid altering structure: Do not change the core wording or structure of an approved template beyond allowed variables.
- Respect the 24-hour window: Use templates when contacting a user after the standard customer-initiated messaging window has expired.
Where to Learn More About GoHighLevel WhatsApp Messaging
For additional technical details on how WhatsApp templates and snippets work inside GoHighLevel, you can review the official documentation directly at this GoHighLevel WhatsApp templates article. It provides the most up-to-date explanations of categories and available options.
If you want broader help implementing automation, funnels, and multichannel messaging strategies around GoHighLevel, you can also visit Consultevo for consulting and implementation resources.
Summary: Using GoHighLevel to Send WhatsApp Templates
By understanding template categories, variables, and how to insert them into conversations, you can use GoHighLevel to send structured WhatsApp messages that are fast, personalized, and compliant. Start by identifying the correct category (Service, Marketing, or Authentication), choose the appropriate message, fill in all snippet fields accurately, and then send directly from the conversation thread. With these basics in place, managing WhatsApp communication through GoHighLevel becomes a predictable, scalable process for your team.
Need Help With ClickUp?
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