# Active

All the templates **created, irrespective of their status: approved, pending** or **rejected** are visible here. Chatman's active tab offers a lot of features:

1. [**Create template**](#create-template)
2. [**Search and Filter Option**](#search-and-filter-option)
3. [**Send template**](#send-template)
4. [**Copy template**](#copy-template)
5. [**Archive template**](#archive-templates)

{% hint style="warning" %}
These are not a kind of template but a category that templates falls under.
{% endhint %}

<figure><img src="/files/gxMElaZlQbpMVX6bwSP1" alt=""><figcaption></figcaption></figure>

## Create Template

This is where you **create a template to use later in running** [**campaigns**](/chatman-enterprise-whatsapp-platform/chatman-functions/campaign.md) **or** [**journeys**](/chatman-enterprise-whatsapp-platform/chatman-functions/journeys.md) or to **send directly to customers from the** [**shared team inbox**](/chatman-enterprise-whatsapp-platform/chatman-functions/shared-team-inbox.md). Tap the below link to learn how to make a template.

{% content-ref url="/pages/iDTND0OMdOFPZzcnZhzb" %}
[Create Template](/chatman-enterprise-whatsapp-platform/chatman-functions/templates/create-template.md)
{% endcontent-ref %}

## Search And Filter Option

The **Search** option in the '**Active**' section of the Template tab helps **narrow down your search** and **quickly find the templates** you're looking for.

Say you want to customize a welcome template to send to a special customer. It's tedious to search for a specific one, scrolling down and down, and find the one you're looking for.&#x20;

So a better way is to utilize the search option. Here are the steps for the same:

### Search

1. Head over to the '**Search**' bar.

<figure><img src="/files/TAe1ps5k37STkzBrJSsR" alt=""><figcaption></figcaption></figure>

2. Greeting includes words like "**hello**", "**hi**", and "**welcome**" in them. Put in the word of your choice, say '**welcome**'.

<figure><img src="/files/0llpqcPvT4PbQhcxwpFf" alt=""><figcaption></figcaption></figure>

3. Now all the templates with the '**welcome**' word appear with **status**: **approved**, **pending** and **rejected**.

<figure><img src="/files/AQMiKH77409YFcgJqzWi" alt=""><figcaption></figcaption></figure>

However, only '**approved**' **templates can be used**, so to further narrow down your search for the '**approved**' templates you use the filter option.

### Filter

4. Tap on the **filter icon** on the right side of the search bar.

<figure><img src="/files/gsZEXogYXy4vKiI7Kwpp" alt=""><figcaption></figcaption></figure>

5. Select the status as approved to see all the templates that has got WhatsApp approval.

<figure><img src="/files/oXfxKdp36HZ8gqZaf4ix" alt=""><figcaption></figcaption></figure>

6. Pertinent result will now be displayed in the table.

<figure><img src="/files/fyDxbT4VA5ZSzTtu51Ue" alt=""><figcaption></figcaption></figure>

## Action Buttons

The **Action** **buttons** include options to perform actions such as:

1. [**Send template**](#send-template)
2. [**Copy template**](#copy-template)
3. [**Archive Template**](#archive-templates)

This enables you to efficiently manage and utilize the available templates in the system according to your specific requirements and objectives.&#x20;

<figure><img src="/files/ya6zhJ6lKc1d8dCXDMcA" alt=""><figcaption></figcaption></figure>

The **action button** in the templates table **helps** you quickly **archive** the **rarely** **used messages**, **eliminate the unnecessary ones**, or **directly send** the required **template** to the **concerned customer** or **segment**.

### Send Template

It allows you to **send** the **template**s quickly to a **range of audiences or segments** (if only you have made one previously). &#x20;

Say you want to send a welcome message to check for active customers to a segment named as active\_customers. How can you do that?

1. Utilize the [**search and filter**](#search-and-filter-option) option to **search for the welcome template**. Click on the '**send**' **icon** available in the right-hand corner of the same template.

<figure><img src="/files/K3Ko6FixNnin6Hrq0Lrk" alt=""><figcaption></figcaption></figure>

2. A page will appear highlighting the template information, such as **header** **type**, **body**, **footer**, and more.

{% hint style="warning" %}
You get a list of options based on the template header type and how the template body. For, e.g., You will get options for setting attributes if you have dynamic fields in the body of the template selected.
{% endhint %}

<figure><img src="/files/HQgvYukQDjPxCis2bkiF" alt=""><figcaption></figcaption></figure>

3. Tap on '**preview**' in the upper right-hand corner if you want to check what your template will look like upon sending it to the customer.

<figure><img src="/files/AV1OY9DcG2E3YDOtqXDU" alt=""><figcaption></figcaption></figure>

4. If you don't want a **preview**, scroll down and tap '**Select** **audience**.'

<figure><img src="/files/sa6kyMZ6hxwXO4GL9X5T" alt=""><figcaption></figcaption></figure>

5. Click on '**Search** **Users**' and select '**Segment**' to send the template to all those people in the segment you desire.

<figure><img src="/files/jjcn6C380dIWINpNLpt5" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Select user if you want to send templates to specific contacts.
{% endhint %}

6. Tick out the segment and tap '**send**' **to** **deliver**.

<figure><img src="/files/UhsNYRToR9zFGmt84Rnb" alt=""><figcaption></figcaption></figure>

### Copy Template

It **allows** for **quick template copying** without actually opening or accessing its elements. You can later paste the template on the customer inbox, make modifications to tailor it to specific customers' needs, and send it. Just tap on the '**copy**' **icon** as shown below.

<figure><img src="/files/h7cUVxY4zi0tV8yZTbnd" alt=""><figcaption></figcaption></figure>

### Archive Templates

Say you want to **see** only the **approved templates in the active tab** for better visibility. Simply move the **pending and rejected** ones to the [**archive tab**](/chatman-enterprise-whatsapp-platform/chatman-functions/templates/archive.md).

To archive a template, follow these simple steps:

* Decide on which template you want to archive. Head over to the '**archive**' **icon** on the right-hand corner of the same template. Click as shown below.&#x20;

<figure><img src="/files/5E7uAqqDsVm8b1TAwOSE" alt=""><figcaption></figcaption></figure>

* A popup appears with a warning, as shown below. Tap '**confirm**' if you want to send the template to the [**archive tab**](/chatman-enterprise-whatsapp-platform/chatman-functions/templates/archive.md), or click '**cancel**' in case you have changed your mind.&#x20;

<figure><img src="/files/6lUZ9fY74Uz4ST7qfDvd" alt=""><figcaption></figcaption></figure>


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