How to import templates already approved on Meta
Bring into Cognizy the message templates already approved in your Meta account, without having to create and approve them again.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
If the company already used the official WhatsApp in another system, or created templates directly in WhatsApp Manager, they remain in the Meta account. In just a few clicks, you can import the approved ones and start using them in Cognizy.
Where to find it in Cognizy
Before you start
- You need to have an official WhatsApp number (Meta API) connected in Settings › Channels › WhatsApp.
- Only approved templates from that number's Meta account that aren't yet in Cognizy will show up.
- Takes 1 minute.
Step by step
- Step 1:
At the bottom of the menu, click Settings.
- Step 2:
Under Channels, click WhatsApp Templates.
- Step 3:
At the top of the list, click Import from Meta.
- Step 4:
The window shows the Meta account and the approved templates that aren't yet in Cognizy. If the company has more than one official number, choose the number first. The templates in this screenshot are examples.
- Step 5:
Check the templates you want to bring in and click Import (2). The number in parentheses shows how many are selected.
- Step 6:
The templates are added to the list already marked as Approved and can be used right away.
How to know it worked
The imported templates appear in the list as Approved and become available to choose from in campaigns and when starting a conversation.
If something goes wrong
The window says Nothing to import.
All the approved templates from that number's Meta account are already in Cognizy, or the account doesn't have any approved templates yet.
It shows that the templates from Meta couldn't be read.
Try again. If it keeps happening, reconnect the number in Settings › Channels › WhatsApp: the Meta authorization may have expired.
The template I wanted doesn't show up.
Only approved templates show up. Check in WhatsApp Manager if it's approved and if it was created in the same Meta account as the chosen number: a template only works on the numbers of the account where it was created.
A warning appears to connect an official WhatsApp number.
The company only has a number connected via QR Code. Connect a number through the official Meta API first.
Next step
Use an imported template in a campaign, under Promote › Message Campaigns.
Sign in with your Cognizy account to save your progress.
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