WhatsApp Business Templates: A Guide to Maximizing Their Use in Your Strategies

Por: Gabriela Jaimes Galindo

WhatsApp Business templates are META-approved messages that you can send to your customers through your lines. These templates allow you to start conversations, send important updates, and keep your customers informed efficiently.

But what types of templates are there, and which one should you use based on your goals? In this article, we explain the purpose of each template and how to use them to your advantage.

But first, why use WhatsApp templates?

In addition to being necessary for your strategies, here are the main reasons:

  • Being pre-approved, they ensure that your messages comply with WhatsApp’s policies and prevent your lines from being blocked.
  • You can include variables to personalize each message and make it more relevant to the customer.
  • They save time by predefining the most common messages and allowing you to send your messages to multiple people at once.
  • They present a more professional and organized image of your business to your customers.
WhatsApp Business Templates: Key Insights | Keybe

Types of WhatsApp Business templates

Meta classifies templates into three main categories:

Marketing: This type of template is used to promote or announce special offers, discounts, and new products.

They also aim to provide updates on changes in your business, such as new hours or locations.

And finally, for events, i.e., messages intended to invite your customers to participate in activities offered by your brand.

Example: We have a special offer for you! Enjoy a [discount]% on your next purchase. [Link to the store]!

Utility: As the name suggests, these are very useful for everything related to business operations and maintaining transparent communication with customers.

They are used for transactions like order confirmations, shipping status changes, invoices, and more.

Also for password reminders, account updates, receiving inquiries, or updates on customer service cases.

Example: Your order [Order Number] has been shipped. You can track it here: [Tracking Link]. Thank you for your purchase!

Authentication: These messages are used to send verification codes for logging in or conducting transactions, security alerts, or account changes.

Example: Your login code is [Code]

How to choose the right template?

The choice of template will depend on your specific goal:

  • To start a conversation: Use marketing templates to introduce your products or services and generate interest.
  • To keep the customer informed: Utility templates are ideal for sending updates about orders, account changes, or relevant customer information.
  • To verify identity: Authentication templates are necessary to ensure your customers’ security and protect their information.
WhatsApp Business Templates: Key Insights | Keybe

Tips for creating effective templates Because templates, like any message in your business, must have a clear purpose and a specific goal in mind. Here are some tips:

  • Be concise and clear: Messages should be direct and easy to understand. Avoid being overly wordy and always consider how your template will appear in your customers’ app.
  • Maximize personalization: Use variables to include the customer’s name, product, or any other significant information.
  • Include a call to action: Tell the customer what to do next (e.g., click a link, reply to a message).
  • Respect WhatsApp’s rules: Ensure your templates comply with WhatsApp’s policies to avoid issues.
  • Use audiovisual resources: WhatsApp allows you to use images or videos to accompany your messages and make them more engaging. Take advantage of this.

It’s also important to understand that these templates have a specific cost per initiated conversation, depending on whether or not you get a response from customers, as is the case with marketing templates. You can learn more here.

Use this tool provided by WhatsApp Business, but do so smartly and with purpose.

También podría interesarte

Tiers de WhatsApp Business API: cómo escalar niveles | Keybe AI Marketing

¡Sube de nivel con la API de WhatsApp Business!

Descubre cómo funcionan los tiers de WhatsApp Business API, qué límites de envío tiene cada uno y cómo escalar niveles desde tu CDP de Keybe.
Empower your marketing strategies with CDP and CRM - Keybe KB: Articles

Synergy between CDP and CRM: Empower your data-driven marketing strategies

Discover how the synergy between CDP and CRM can drive your data-driven marketing strategies to the next level.
¿Está listo para el futuro? ¡Vende autos por chat! | Keybe Artículos

¿Tu empresa está lista para vender autos por canales conversacionales?

¿Quieres vender más autos? La venta por chat es la clave. Descubre cómo capacitar a tu equipo y utilizar las herramientas adecuadas para el éxito.
Sell cars through chat and conquer the digital world | Keybe Articles

Win over the digital customer by selling cars through chat

Discover how to sell cars through chat and increase your sales in the digital world by following these steps to create an effective and empathetic process.
Aplica el Método Delphi en tus ventas | Keybe Artículos

Descubre el Poder del Método Delphi: Impulsa tus Ventas con Estrategia y Precisión

Cómo el método Delphi te permite obtener información valiosa de expertos, tomar decisiones más informadas y aumentar tus ventas.
Keybe KB Moment automation: the secret to empowering your sales teams Articles

Moment automation: the secret to empowering your sales teams

Automate processes to improve efficiency and performance of your sales team and help them achieve their goals.
Marketing y ventas: la combinación que más vende | Keybe Artículos

¿El combo ganador para las ventas de tu empresa? Que Marketing y Ventas se articulen correctamente

¿Quieres vender más? Tienes que lograr que tu departamento de marketing y ventas trabajen juntos y no de forma independiente como suele pasar
3 Consejos para Vender Autos y Fidelizar Clientes | Keybe Artículos

3 consejos para vender autos y fidelizar clientes en la nueva era de la IA

Descubre cómo la IA, la omnicanalidad y la fidelización de clientes pueden ayudarte a vender más autos y destacar en el mercado