How to Create an Authentication Template Using Your Meta (FBM) Account

Authentication templates are used to send secure WhatsApp messages such as OTPs, verification codes, and login confirmations. These messages are essential for protecting user accounts and must follow Meta’s security rules.

This guide explains how DoubleTick customers can create an authentication template using their Facebook Business Manager (FBM) account, step by step.

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What Is an Authentication Template?

An authentication template is a WhatsApp message template meant only for verification purposes, such as:

• Sending OTPs

• Login or account verification

• Password reset confirmations

These templates:

• Are reviewed and approved by Meta

• Cannot contain promotions or marketing messages

• Include a verification code (OTP) with a validity period

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When Should You Use This Method?

You should use this method if:

• You want to create the template directly from Meta

• You are comfortable accessing Facebook Business Manager

• You want to use Meta’s pre-approved authentication templates

• You need more control over OTP delivery settings

Once approved, the template will automatically be available inside your DoubleTick account.

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Step-by-Step: Create an Authentication Template Using FBM

Step 1: Log in to DoubleTick

• Open your browser and visit: https://web.doubletick.io

• Log in using your registered login number and OTP

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Step 2: Go to the Home Section & Open Facebook Business Manager

• Hover over the left side of your screen to expand the main menu

• Click on Home

• In the Home section, click Go to FBM Account

• A new browser tab will open

• You will be redirected to the Overview page of WhatsApp Manager

This ensures you are accessing the correct WhatsApp Business Account linked to DoubleTick.

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Step 3: Open Message Templates

• From the left-hand menu, click Message Templates

• You will see two sections:

  • Manage Templates

  • Template Library

• Click on Manage Templates

This page lists all WhatsApp templates you have created so far.

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Step 4: Start Creating a New Template

• Click the Create Template button on the top-right corner

• This starts the template creation flow

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Step 5: Select the Template Category

• Choose Authentication as the category

This category is mandatory for OTP and verification messages.

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Step 6 (Optional): Use Pre-Approved Templates

• After selecting Authentication, you will see an option to use pre-approved templates

• Clicking this opens the Template Library

• Meta provides around 18 predefined authentication templates

• You may select one if it fits your business requirement

If none of them match your use case, you can return and create a custom template.

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Step 7: Create a Custom Authentication Template

• Go back to Manage Templates

• Click Create Template

• Select Authentication

• Click Next

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Step 8: Enter Template Details

• Template Name Use lowercase letters, numbers, and underscores Example: otp_sender_3

• Code Delivery Setup Select how users receive the OTP (In the example shown, Copy Code is selected)

• On the right-hand side, you will see a live preview of the message The OTP placeholder and message format are auto-generated

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Step 9: Set Message Validity Period

• Choose how long the OTP remains valid

• You can select between 1 minute to 90 minutes

• In the example shown, 5 minutes is selected

Choose this duration based on your security needs.

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Step 10: Submit the Template

• Click Submit

• Your authentication template will be sent to Meta for review

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What Happens After Submission?

• Meta reviews the authentication template

• Once approved, the template becomes active

• The approved template automatically syncs to your DoubleTick account

• You can start using it immediately for OTP and verification messages

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Important Things to Remember

• Always select Authentication as the template category

• Use clear and simple template names

• Choose OTP validity carefully

• Do not add promotional or marketing content

• Authentication templates are strictly for security-related communication

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Summary

By following this guide, you can:

• Create authentication templates directly from Facebook Business Manager

• Use Meta’s pre-approved templates or create your own

• Control OTP delivery and expiry time

• Seamlessly use approved templates inside DoubleTick

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If you need help at any stage, feel free to reach out to us at 📧 [email protected] We’re always happy to help 😊