Messaging Template Approval Tracker Worksheet (Excel Export)
Once more than a handful of notification templates exist, nobody remembers which are approved, which were rejected and who owns them. This worksheet is a simple register you can edit in the browser and export to Excel. It shows review turnaround and rework so you can plan launches realistically.
| Template name | Business purpose | Category | Language | Owner | Submitted | Status | Review days (days) | Variables | Sent last 30 days | Rework rounds | Effort score | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | ||||||||||||
4 | ||||||||||||
1 | ||||||||||||
7 | ||||||||||||
0 |
Statuses and categories follow the WhatsApp Business Platform vocabulary at the time of writing. Check your account's current template rules before submitting.
Map templates to ERP triggers
Share your template list and get a mapping of each template to an ERP event, data source and role rule.
Optional. The tool and every export work without this. No spam.
How to use the tracker
Add one row per template and language combination, because each language variant is reviewed separately. Record the owner, the category you chose, the submission date and the current status. Update the review days when the decision arrives and count each rejection and resubmission as a rework round. The effort score column combines review time and rework so you can see which template types are slow. Export to Excel for sharing, or paste the rows into your change calendar.
Reading the numbers
Average review days tells you how far ahead of a launch to submit. Rework rounds per template tells you whether your drafting rules need work, for example variables placed at the start of a body or content that reads like marketing but is filed as utility. Monthly sent volume shows which templates matter most and which can be retired. Templates with zero volume for months are candidates for removal, which keeps the register honest.
- Plan launches around review time plus rework
- Track category choices and any reclassification
- Retire unused templates
- Keep one owner per template
Common mistakes
People file marketing content as utility to avoid higher pricing or opt-in rules, and then see rejections or category changes. Another mistake is changing approved template text in the ERP integration code without resubmitting. Keep the template name, language and body text in this register so developers and business owners work from the same source. Finally, avoid storing customer data in example values. Use fictional examples when submitting for review.
Frequently Asked Questions
Do I need a row for each language?
Yes. Each language version of a template is a separate item that is reviewed and approved on its own, so track them separately with the same name or a clear suffix.
What does the effort score mean?
It is review days plus two points per rework round. It is a rough ranking aid, not a platform metric. Use it to spot slow or repeatedly rejected templates.
Can this be used for Teams or SMS templates?
Yes as a general message register. Change the category and status options in your exported copy, since the categories shown follow WhatsApp conventions.
How do I get the data into Excel?
Use the export button on the tool. The columns, rows and computed effort score are included so you can sort and filter in Excel.
If your templates are driven by ERP events, Netray can help map each template to a trigger, a data source and a role check inside your own environment.
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