Template library
Software products live or die on activation and renewal, and email open rates rarely carry that weight alone. These templates cover the full SaaS lifecycle on WhatsApp: signup welcome, guided onboarding, trial expiry, usage limits, invoices, renewals, incidents and login verification. Each one is written to pass Meta review on the first submission.
39 ready-to-edit templatesOne tap to load any template into your accountOpen any template in the playground
signup_welcome_basic_v1
Sent immediately after a user creates an account, to confirm signup and point to the first step.
Welcome to {{1}}, {{2}}. Your account is live. Your workspace: {{3}} Start by connecting your data source. It takes about 5 minutes, and our setup guide walks you through each step.
Reply HELP for setup support
signup_welcome_team_invite_v1
Sent after signup for team-based products, nudging the admin to invite colleagues early.
Your {{1}} workspace is ready, {{2}}. Teams that invite at least 2 colleagues in the first week get set up twice as fast. You have {{3}} seats included on your current plan. Invite your team from Settings, or tap below.
signup_welcome_verify_email_v1
Sent when a new signup has not verified their email, blocking full account access.
One step left, {{1}}. Your {{2}} account was created, but the email {{3}} is not verified yet. Until you verify, exports and integrations stay locked. The verification link in your inbox is valid for 24 hours.
signup_welcome_demo_offer_v1
Sent to new signups on higher-tier plans, offering a personal onboarding call.
Thanks for choosing {{1}}, {{2}}. Accounts on the {{3}} plan include a free 30-minute onboarding call with our Bengaluru team. We cover data import, user roles and your first dashboard. Slots are available this week.
onboarding_step_reminder_v1
Sent when a user stalls on a specific setup step for more than 24 hours.
You are almost there, {{1}}. Your {{2}} setup is {{3}}% complete. Next step: {{4}}. Most teams finish this in under 10 minutes. Your progress is saved, so you can pick up exactly where you left off.
onboarding_first_action_v1
Sent when a user has signed up but not completed the product's key activation action.
Quick question, {{1}}: what is blocking you from sending your first {{2}}? Most new {{3}} users do it on day one. If something is unclear, reply to this message and a real person from our support team will help you today.
onboarding_checklist_v1
Sent on day 2 after signup with the remaining setup checklist to drive activation.
Your {{1}} setup checklist: 1. Create workspace - done 2. {{2}} - pending 3. {{3}} - pending Finish both and your account is fully operational. Each step has a 2-minute video guide inside the app.
onboarding_success_milestone_v1
Sent when a user completes setup, confirming activation and pointing to the next value moment.
Setup complete. Your {{1}} account is fully configured, {{2}}. Your first {{3}} is already processing, and results will appear on your dashboard within {{4}}. From here, everything runs automatically.
trial_expiry_3day_v1
Sent 3 days before trial end, stating facts about what happens to the account.
Your {{1}} trial ends on {{2}}, {{3}}. After that date, your workspace switches to read-only. Your data stays safe for 30 days, and you can upgrade anytime to restore full access. Current usage: {{4}} projects, {{5}} team members.
trial_expiry_lastday_v1
Sent on the final trial day so the user is not surprised by losing access.
Today is the last day of your {{1}} trial, {{2}}. Access ends at 11:59 PM IST. Everything you built - {{3}} - remains stored and will be restored instantly if you upgrade within 30 days. No action is needed to close the account.
trial_expiry_offer_v1
Sent to expiring trial users with a limited-time upgrade discount.
Before your {{1}} trial ends, {{2}}, here is something for you: use code {{3}} for {{4}} off your first 3 months on any annual plan. The code works until {{5}}. Your trial data carries over automatically when you upgrade.
Reply STOP to opt out
trial_expired_winback_v1
Sent 7 days after a trial expires without conversion, offering a trial extension.
Your {{1}} trial ended last week, {{2}}, and your {{3}} projects are still saved. If you ran out of time to evaluate properly, reply EXTEND and we will add 7 more days to your trial, no card required. Offer valid until {{4}}.
Reply STOP to opt out
Approval & performance
Trial expiry and renewal nudges that mention a price or discount are Marketing templates, not Utility. Submitting them as Utility is a common rejection reason; keep a plain-fact Utility version and a separate offer version.
Incident and downtime notices get approved faster when they state scope and next-update time as variables instead of vague apologies. Reviewers flag bodies that read like PR statements with no user action.
Send usage-limit alerts at 80% consumption, not 100%. Templates that arrive before the limit is hit convert to upgrades far better and generate fewer support tickets than after-the-fact blocks.
Building the full journey? See how WhatsApp works for customer onboarding.
FAQ
A reminder that only states the trial end date and what happens to the account is Utility. The moment you add a discount, an upgrade pitch or promotional language, Meta classifies it as Marketing. Most SaaS teams keep both: a Utility fact reminder at 3 days and a Marketing offer at 1 day.
Yes, as Marketing templates sent only to users who opted in to product updates. Announce one feature per message with a clear link to try it, and always include an opt-out. Sending release-note digests to your whole user base without opt-in risks blocks and quality-rating drops.
Pre-approve two or three incident templates in advance so you are not waiting on Meta review mid-outage. Use variables for the affected service, impact summary and next update time. A resolved-notice template closes the loop and noticeably reduces inbound support volume.
Yes. Authentication templates deliver one-time passcodes with a copy-code button and typically arrive faster than email in India. Meta fixes the format, so you cannot add branding or extra text, but delivery and read rates are consistently higher than SMS for app logins.
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