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WhatsAppUtilitySaaS and apps · Welcome

SaaS workspace welcome WhatsApp template (utility)

Send it right after sign-up or when a new workspace is provisioned. It confirms the account is ready and opens a support channel where users can ask for help while they get started.

Preview

Your brand

Welcome to {{1}}, {{2}}! Your workspace is ready. Reply here at any time if you need help getting started; our support team is available 24/7.

10:24

  • Open my workspace

Variables are highlighted. Replace them with your own values before sending.

Welcome to {{1}}, {{2}}! Your workspace is ready. Reply here at any time if you need help getting started; our support team is available 24/7.

Buttons: Open my workspace

Variables explained

What to put in each variable, with an example value.

VariableWhat it isExample
{{1}}Product or app namePlanly
{{2}}User's first nameSophie

Category and compliance notes

Meta classifies this as a utility template: it is triggered by a specific transaction, account event or booking the customer already has. Keep it free of offers, discounts and promotional links; any promotional line makes Meta recategorise it as marketing.

Variations

Alternative versions of the same message, following the same channel rules.

  • Invited team member

    Welcome to {{1}}, {{2}}! {{3}} has invited you to the {{4}} workspace. Open it below to get started, and reply here if you need any help.

    10:24

    • Open my workspace

    137 / 1,024 characters

  • With setup checklist

    Welcome to {{1}}, {{2}}! Your workspace is ready. Three steps to get going: invite your team, connect your calendar and create your first project.

    10:24

    • Open my workspace
    • Invite my team

    146 / 1,024 characters

  • With onboarding call

    Welcome to {{1}}, {{2}}! Your workspace is ready. Would you like a short setup call with our onboarding team?

    10:24

    • Open my workspace
    • Book a setup call

    109 / 1,024 characters

How to use this template

  1. 1

    Copy the template

    Copy the body, footer and buttons exactly as shown, including the {{1}} variables.

  2. 2

    Add sample values

    Meta asks for a sample value for every variable when you submit, so use the examples in the table above.

  3. 3

    Submit it for approval

    Create it in WhatsApp Manager or through the API under the category shown, in the language you send in.

  4. 4

    Send it

    Once approved, send it from your campaigns or trigger it from your systems over the API.

Questions about this template

Which WhatsApp category is this template?

Utility. It confirms or updates a specific order, account or booking. If you add an offer or a promotional link, Meta will recategorise it as marketing.

How long is this WhatsApp template?

The body has 142 characters of the 1,024 WhatsApp allows, with 2 variable(s) and 1 button(s).

Do I need opt-in to send this template?

Yes. WhatsApp requires opt-in before a business starts a conversation, including for utility messages such as order and account updates. Collect it at checkout or sign-up.

Is this template available in other languages?

Yes. It is written natively in English, French, Spanish, German, Arabic, Portuguese, Turkish, and Simplified Chinese, so the Arabic and other versions read as original messages, not translations.