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Lead Qualification WhatsApp Template for Retail

When a shopper fills a form, DMs your store, or scans a QR at the counter, the fastest way to move them from "interested" to "ready to buy" is a short, specific WhatsApp reply that asks the one question you need answered. This is a ready-to-use, Meta-compliant lead qualification template built for Indian retail businesses — with the right category, variables, and buttons already worked out. Copy it, drop in your product and qualifying question, get it approved, and start routing warm leads to the right assistant instead of letting them go cold in an inbox.

A Meta-approved WhatsApp lead qualification template for Indian retail: utility category, three variables (name, product, qualifying question), tap-to-answer buttons, and approval tips so it clears review fast and ships with InfiQ.
utility

Variables

  • {{1}} = Ananya
  • {{2}} = the Bose QuietComfort headphones
  • {{3}} = your budget range

Verified business

Hi Ananya, thanks for your interest in the Bose QuietComfort headphones! To help you pick the right one, could you tell us your budget range? Just tap an option below and our team will follow up with the best match for you.

10:24

Under ₹15,000
₹15,000–₹30,000
Talk to sales

Preview · as customers see it

When to send a lead qualification message

Lead qualification works best the moment intent is fresh — right after a shopper submits an enquiry form, replies to a catalogue, walks out of your store after asking about a product, or taps a 'Chat on WhatsApp' link from an ad. The goal isn't to sell in the first message; it's to learn the one thing that lets a human (or a routing flow) respond correctly: budget, size, model, pickup vs delivery, or which store they're closest to. Sent within minutes of intent, this template dramatically shortens the gap between curiosity and a sales conversation, and because the reply is a single button tap, even browsers who wouldn't type a paragraph will engage.

  • Immediately after a website or ad enquiry form is submitted
  • When a shopper messages your store number or scans an in-store QR
  • After a catalogue or product link is sent and opened
  • To re-engage a lead your team couldn't reach by call

The template and its variables

The message keeps to a warm greeting, an acknowledgement of what the shopper is interested in, and exactly one qualifying question — then hands them buttons so answering takes a tap, not typing. Three variables carry the personalisation: {{1}} is the shopper's name so it reads 1:1, {{2}} names the specific product or category they asked about, and {{3}} is your qualifying question phrased for that product. Keep {{3}} answerable by the buttons you attach; if you offer 'Under 15k / 15k-30k / Above 30k' as buttons, phrase {{3}} as 'what budget you have in mind'. Because the message is strictly informational and tied to the shopper's own action, it submits cleanly as Utility.

  • {{1}} — shopper's first name (personalises the open)
  • {{2}} — the product, model, or category they enquired about
  • {{3}} — your single qualifying question, matched to the buttons
  • Buttons — quick-reply options plus a 'Talk to sales' escape hatch

Why utility is the right category

This template qualifies as Utility because it is a direct, transactional response to something the shopper did — it carries no offer, discount, or promotional hook. That classification matters: since Meta moved to per-delivered-message billing on 1 July 2025, WhatsApp charges by category, and utility messages sit at a lower rate than marketing. Keep the wording clean and you keep the cheaper category. The instant you add 'Flat 20% off today' or a promotional CTA, the message becomes Marketing — it will bill at the marketing rate, require an opt-out line, and is more likely to be rejected on the utility submission. If you want to run an incentive, build a separate marketing template rather than bending this one.

  • No offers, discounts, or promotional language keeps it Utility
  • Utility bills below the marketing rate per delivered message
  • One qualifying question, tied to the shopper's own action
  • Add an incentive only in a separate marketing template

Personalisation and approval tips

Templates that read like genuine 1:1 replies clear review faster and perform better. Always fill {{2}} with the real product or category rather than a generic 'our products', and make sure your sample values in the submission are realistic — Meta's reviewers reject templates whose examples look like placeholders or spam. Match your buttons to real, mutually exclusive answers and keep each label short; a 'Talk to sales' button gives shoppers who don't fit your preset options a clean way through to a human. On the platform side, opt-in still applies even for utility and authentication categories, so only message people who reached out or agreed to be contacted. Submit realistic samples the first time and most utility templates are approved within a day.

  • Use concrete sample values, never obvious placeholders
  • Keep button labels short and mutually exclusive
  • Always include a 'Talk to sales' path to a human
  • Confirm opt-in even though this is a utility template

What it costs to send

This template bills at WhatsApp's utility rate, charged per delivered message. InfiQ layers its own transparent ₹ pricing (ex-GST) on top of Meta's published rates, so you can see the full per-message cost before you send a single one — no surprises on the invoice. Because qualification messages go out in bursts tied to real enquiries rather than mass blasts, volumes are usually modest and predictable, and the utility rate keeps the per-lead cost low relative to the value of a qualified retail conversation. Model your own numbers against your monthly enquiry volume to see the running cost and payback.

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Frequently asked questions

Which WhatsApp category does this template use?+
Utility. It's a direct, transactional reply to the shopper's own enquiry with no promotional content, so it qualifies for the utility category and its lower per-delivered-message rate.
Does a lead qualification message need opt-in?+
Yes. Even though utility and authentication messages are tied to a real action, WhatsApp still requires that the person opted in or initiated contact. Only message shoppers who reached out or agreed to be contacted.
Can I edit the wording?+
Yes, as long as you keep it strictly informational. You can change the greeting, the product reference, and the qualifying question, but adding any offer or discount turns it into a marketing template. Re-submit any edited template for approval.
How fast can I start sending it?+
Once approved — usually within a day for a clean utility template — you can send it instantly through InfiQ the moment a lead comes in.
How many buttons can I add?+
This template uses quick-reply buttons for the answer options plus a 'Talk to sales' route to a human. Keep labels short and the options mutually exclusive so the shopper can answer in a single tap.
Can I send it in Hindi or a regional language?+
Yes. Create a separate language version of the template with the same structure and variables, translate the fixed text and sample values, and submit it for approval alongside your English version.
What happens if I add a discount to this message?+
It becomes a marketing template. It will bill at the marketing rate per delivered message, must include an opt-out line, and is likelier to be rejected on a utility submission. Run incentives from a dedicated marketing template instead.
How is this billed?+
At WhatsApp's utility rate, charged per delivered message, with InfiQ's transparent ₹ pricing (ex-GST) on top. The 24-hour window it opens is a free service window for follow-up replies, not a billing unit.