KYC Collection WhatsApp Template for Food Delivery

How to personalise the variables

The three variables carry all the specificity, so use them to make the message feel one-to-one instead of a broadcast. Variable {{1}} should be the recipient's actual first name pulled from your onboarding record — not a generic 'Customer'. Variable {{2}} names the exact account or service being activated ('delivery partner account', 'restaurant listing', 'Wallet+ balance') so the person immediately understands what unlocks once they finish. Variable {{3}} spells out precisely which documents you need ('your PAN and a cancelled cheque', 'your FSSAI licence and GST certificate') rather than a vague 'your KYC documents', because ambiguity is the single biggest cause of drop-off. Keep each variable short — Meta rejects templates where a variable could be swapped for something abusive or where sample values look like spam.

• {{1}} — first name from your record, e.g. Rohan
• {{2}} — the specific account or service, e.g. delivery partner account
• {{3}} — the exact documents, e.g. your PAN and Aadhaar

Getting it approved as Utility

Submit this template under the Utility category, because it is transactional and tied to an action the recipient initiated. Keep the copy strictly informational — the moment you add a discount, referral bonus or any promotional hook, Meta reclassifies it as marketing, which is both more expensive to send and far more likely to be rejected for a verification use case. Always provide realistic sample values for every variable when you submit; templates with placeholder junk or values that look like they could carry promotional or misleading content get bounced. A clear document request, a single obvious action button, and a support fallback are exactly the shape Meta expects from a utility template, so well-written KYC messages typically clear review quickly.

• Choose Utility, never Marketing, for verification requests
• No offers, incentives or promo language in the body
• Fill in sample values for {{1}}, {{2}} and {{3}} before submitting
• Point the primary button to a genuine, secure KYC link
• Avoid requesting document numbers directly in chat — link to a secure upload

Security and data-handling notes

KYC means sensitive identity data, so the template is deliberately built to move the actual document capture off the chat thread and onto a secure page behind the Complete KYC button. Never ask people to paste Aadhaar or PAN numbers, or photos of documents, straight into WhatsApp — collect them on an encrypted upload page you control, then confirm receipt back in chat. This keeps you aligned with data-protection expectations, reduces the amount of regulated data sitting in message history, and reassures partners that their documents are handled properly. With InfiQ you send from your own verified WhatsApp Business number and retain full BSUID (Business-Scoped User ID) ownership, so the customer relationship and identity mapping stay yours.

• Capture documents on a secure link, not in the chat body
• Confirm receipt with a short follow-up message once verified
• Send from your own verified number for trust and deliverability
• Retain full BSUID ownership of your customer identity mapping

What it costs to send

Since Meta moved off per-conversation billing on 1 July 2025, WhatsApp charges per delivered message according to the message category. This KYC template is a utility message, so it bills at the utility rate — the cheaper transactional tier — every time it is delivered. The 24-hour window that opens when a customer replies is a free service window for follow-ups, not a billing unit, so once someone taps through and starts chatting with support you can answer without a per-message utility charge on those service replies. On InfiQ you get transparent ₹ pricing (ex-GST), so you can forecast the cost of a verification campaign against your monthly food-delivery onboarding volume before you send a single message.

• Utility rate applies per delivered KYC message
• Replies open a free 24-hour service window for support follow-ups
• Transparent ₹ pricing, ex-GST
• Cost scales with onboarding volume, so it is easy to forecast

Variations you can copy

Keep a short version for repeat or re-verification sends where the recipient already knows the drill, trimming the body to the core ask and a single variable. For different customer languages, create a Hindi or regional-language version of the same utility template rather than translating on the fly — each language variant needs its own approval. If you ever want to pair KYC completion with a promotional reward (for example a first-order incentive once verification is done), build that as a separate marketing-category template with a proper opt-out line, and keep it distinct from this utility message so your verification flow never risks a marketing rejection.