# Templates

SMS, email and WhatsApp templates in one library, used by workflows, broadcasts and replies in Conversations.

Templates are the messages you send again and again: webinar reminders, call confirmations, no-show follow-ups. Write each one once here, and pick it from a workflow step, a broadcast or the reply box in Conversations.

## Starters

The library comes with starters written for webinar and sales call funnels: reminders before the event, a doors-open message, a replay, a call reminder and a no-show follow-up, for SMS and email, plus WhatsApp versions. Copy one into your library and change the words to sound like you. A starter is never sent as it is.

## Writing a template

- **Name and folder.** Folders keep a big library tidy, for example Webinar or Calls.
- **Merge fields.** Press a field to put it where the cursor is, such as `{first_name}` or `{join_link}`. Your custom fields are offered too. A field PYLO does not know is flagged, because a contact without it would be skipped.
- **SMS** shows how many parts the text takes as you type. Links on public shorteners are flagged, because carriers filter them.
- **Email** needs a subject. Write it as plain text or as HTML. The unsubscribe footer and your postal address are added when it sends.

Using a template copies its words into the workflow step or broadcast. Changing the template later does not change what is already live, so a published workflow never shifts under you.

Each template shows how many times it was sent in the last 30 days. **Archive** hides a template from the pickers without touching anything that used it.

## WhatsApp templates

Meta only lets a business start a WhatsApp conversation, or write after 24 hours of silence, with a template it approved first.

- Choose a **category**: utility for reminders and updates, marketing for offers and invitations, or authentication for codes. Meta prices each category differently.
- Variables are numbered (`{{1}}`, `{{2}}`) the way Meta wants. Pressing a merge field adds the next number and maps it to that field.
- **Submit to Meta** sends it for approval. The status shows Meta's answer: with Meta, approved, rejected (with the reason), or paused if recipients block it. PYLO checks every hour.
- Once submitted, the words cannot change. Duplicate it to write a new version.

Marketing templates do not reach US numbers, because Meta pauses them there.