WhatsApp templates · Welcome & onboarding
6 free welcome & onboarding templates for WhatsApp
The first message sets the tone. Account and sign-up updates are utility; welcome messages with offers are marketing.
ChatGPT
Claude
PerplexityCopy and adapt
Welcome & onboarding templates
Highlighted words are variables — they're filled in for each customer when you send.
Opt-in confirmation
UtilityHi {{customer_name}}, you're now subscribed to WhatsApp updates from {{business_name}}. Reply STOP anytime to unsubscribe.
Account activated
UtilityWelcome, {{customer_name}}! Your {{business_name}} account is active. Your customer ID is {{customer_id}}.
Welcome (new customer)
MarketingWelcome to {{business_name}}, {{customer_name}}! Save this number — you can order, ask questions and get updates right here.
Getting started
UtilityHi {{customer_name}}, here are the 3 steps to get started with {{product_name}}: {{step_summary}}. Reply here if you need help.
Dealer onboarding
UtilityDear {{dealer_name}}, welcome to the {{company_name}} dealer network. Your dealer code is {{dealer_code}}, and your sales executive is {{agent_name}}.
Profile incomplete
UtilityHi {{customer_name}}, your profile is missing {{missing_detail}}. Please update it so we can process your requests faster.
Tips
Get better results
Tip 1
Collect opt-in on your website form, at checkout or with a 'Message us on WhatsApp' link.
Tip 2
A welcome bot on the 'new customer' trigger can greet and tag every new contact.
How to use these templates
From copy to approved in 3 steps
1
Copy and adapt
Click “Copy text”, change the wording to your brand and keep the {{variables}} you need.
2
Submit to Meta
In Lead Pattern go to Templates → new template, pick the category, paste the text, add sample values and submit.
3
Send automatically
Once approved, use it in broadcasts, bots, chats or triggers from Shopify, WooCommerce and SAP Business One.
Send them automatically
Lead Pattern sends approved templates from broadcasts, bots and integrations. See Shared team inbox.
Welcome & onboarding templates FAQ
How do customers opt in to WhatsApp messages?+
Common ways: a checkbox on your website or checkout, a Click-to-WhatsApp ad, or the customer messaging you first through a WhatsApp link or QR code.
Should a welcome message be a template?+
Only if you message first. If the customer messaged you, your welcome reply inside 24 hours can be a normal free-form message or a bot reply.
Do I need the WhatsApp Business API to send templates?+
Yes. Templates are part of the official WhatsApp Business API. Lead Pattern sets up the API for free and lets you create, submit and send templates from one place.
More template categories
Order updates
Confirmations, changes and cancellations
See templates →Payment reminders
Due dates, overdue invoices, receipts
See templates →Shipping & delivery
Dispatch, tracking, delivered
See templates →Appointments & bookings
Confirmations, reminders, reschedules
See templates →OTP & verification
One-time passwords and login codes
See templates →Offers & promotions
Sales, launches, discounts
See templates →Abandoned cart
Bring shoppers back to checkout
See templates →Feedback & reviews
Ratings, surveys, review requests
See templates →SAP & B2B dealer updates
Invoices, sales orders, dealer alerts
See templates →Lead follow-up & sales
Enquiries, brochures, demos
See templates →Festival greetings
Diwali, Holi, New Year and more
See templates →
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