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Mastering Template Messages: Best Practices and Ready-to-Use Examples

EveryAnantyaaiday, customers receive an overwhelming number of messages, be it emails, notifications, ads or WhatsApp Messages. In this cluttered space, only those messages get noticed that are relevant and clear. This is why businesses need a more structured and a smarter way to communicate. And that’s exactly where templates help– offering clarity and speed across every customer interaction.

Now, let’s get a clear understanding of these rules that must be kept in mind while framing these template messages.


Rules for Template Messaging
When it comes to drafting templates, it’s important to make them as simple, clear and customer-friendly as possible. The following set of rules are necessary to be followed while write a template message:

Approval and use
User opt-in: You can only send templates to users who have opted in to receive them.


Pre-approval: All templates must be submitted to and approved by the platform (like WhatsApp) before they can be used.


Purpose: Templates are required for business-initiated messages outside the 24-hour customer care window and are typically for transactional notifications like order confirmations or delivery alerts.


Content restrictions
No inappropriate content: Templates cannot contain offensive or threatening language, adult content, or promote restricted products like weapons or drugs.


No sensitive data collection: You cannot use templates to collect sensitive personal information like credit card numbers.


Examples of Pre-Approved Converting Templates:

Objective of Template Message: Awareness
Header(containing an image/videos/PDFs/graphics)

Text: “Hi {{name}}, we’re excited to share that new collection is now live on our website!

Explore fresh arrivals, updated styles, and curated picks designed just for you. Visit our website to know more.”

Footer: Powered by {{company name}}

CTA buttons:
Visit Website(Redirecting to website)
(Note: There can be up to 3 CTA buttons in a template, that can be redirected either to your website, any landing page or may be an opt-out button)

Objective of Message: Marketing
Header(containing an image/videos/PDFs/graphics)
Text: Hi, {{name}}, enjoy an exclusive 20% discount on handpicked items from our latest collection.

Limited availability — explore the curated range now:”

Footer: Powered by {{Website link}}
CTA buttons:
Shop Now(Redirecting to website)
(Note: There can be up to 3 CTA buttons in a template, that can be redirected either to your website, any landing page or may be an opt-out button)


Objective of the Message: Authentication
Header(containing an image/videos/PDFs/graphics)

Text: “Hi {{name}}, your verification code is {{otp}}.
Please enter this OTP to complete your login/transaction. Do not share this code with anyone for security reasons.”
Footer: Powered by {{Website link}}


Objective of the Message: Retargeting
Header(containing an image/videos/PDFs/graphics)

Text: “Hi {{name}}, noticed you were checking out some items recently. Still thinking about them?

Here’s a quick reminder — your selected products are still available. Take another look and complete your order now!”

Footer: Powered by {{Website link}}
CTA buttons:

Go to cart(Redirecting to the cart)
Visit Website(Redirecting to website)
(Note: There can be up to 3 CTA buttons in a template, that can be redirected either to your website, any landing page or may be an opt-out button)


Objective of Template Message: Utility
Header(containing an image/videos/PDFs/graphics)

Text: “Hi {{customer_name}}, your order #{{order_id}} has been confirmed!

We’ll notify you as soon as it’s packed and ready to ship.
Need help? Reply Support anytime.

Footer: Powered by {{Website link}}

CTA buttons:
Go to cart(Redirecting to the cart)
Visit Website(Redirecting to website)

(Note: There can be up to 3 CTA buttons in a template, that can be redirected either to your website, any landing page or may be an opt-out button)


Objective of Message: Feedback Collection.
Header(containing an image/videos/PDFs/graphics)

Text: “Hi {{customer_name}}, we hope you’re enjoying your recent purchase from {{brand_name}}!

Could you spare 10 seconds to share your experience? Your feedback helps us serve you better.

Thank you for choosing us!”
Footer: Powered by {{Website link}}

CTA buttons:
Share Feedback(Redirecting to a WhatsApp form for sharing feedback)

Visit Website(Redirecting to website)

Be it any form of template, marketing, utility or authentication, Anantya.ai brings everything together in one powerful dashboard.

Get Ready to scale your Customer Journey with Anantya.ai Today!
Mastering Template Messages: Best Practices and Ready-to-Use Examples EveryAnantyaaiday, customers receive an overwhelming number of messages, be it emails, notifications, ads or WhatsApp Messages. In this cluttered space, only those messages get noticed that are relevant and clear. This is why businesses need a more structured and a smarter way to communicate. And that’s exactly where templates help– offering clarity and speed across every customer interaction. Now, let’s get a clear understanding of these rules that must be kept in mind while framing these template messages. Rules for Template Messaging When it comes to drafting templates, it’s important to make them as simple, clear and customer-friendly as possible. The following set of rules are necessary to be followed while write a template message: Approval and use User opt-in: You can only send templates to users who have opted in to receive them. Pre-approval: All templates must be submitted to and approved by the platform (like WhatsApp) before they can be used. Purpose: Templates are required for business-initiated messages outside the 24-hour customer care window and are typically for transactional notifications like order confirmations or delivery alerts. Content restrictions No inappropriate content: Templates cannot contain offensive or threatening language, adult content, or promote restricted products like weapons or drugs. No sensitive data collection: You cannot use templates to collect sensitive personal information like credit card numbers. Examples of Pre-Approved Converting Templates: Objective of Template Message: Awareness Header(containing an image/videos/PDFs/graphics) Text: “Hi {{name}}, we’re excited to share that new collection is now live on our website! Explore fresh arrivals, updated styles, and curated picks designed just for you. Visit our website to know more.” Footer: Powered by {{company name}} CTA buttons: Visit Website(Redirecting to website) (Note: There can be up to 3 CTA buttons in a template, that can be redirected either to your website, any landing page or may be an opt-out button) Objective of Message: Marketing Header(containing an image/videos/PDFs/graphics) Text: Hi, {{name}}, enjoy an exclusive 20% discount on handpicked items from our latest collection. Limited availability — explore the curated range now:” Footer: Powered by {{Website link}} CTA buttons: Shop Now(Redirecting to website) (Note: There can be up to 3 CTA buttons in a template, that can be redirected either to your website, any landing page or may be an opt-out button) Objective of the Message: Authentication Header(containing an image/videos/PDFs/graphics) Text: “Hi {{name}}, your verification code is {{otp}}. Please enter this OTP to complete your login/transaction. Do not share this code with anyone for security reasons.” Footer: Powered by {{Website link}} Objective of the Message: Retargeting Header(containing an image/videos/PDFs/graphics) Text: “Hi {{name}}, noticed you were checking out some items recently. Still thinking about them? Here’s a quick reminder — your selected products are still available. Take another look and complete your order now!” Footer: Powered by {{Website link}} CTA buttons: Go to cart(Redirecting to the cart) Visit Website(Redirecting to website) (Note: There can be up to 3 CTA buttons in a template, that can be redirected either to your website, any landing page or may be an opt-out button) Objective of Template Message: Utility Header(containing an image/videos/PDFs/graphics) Text: “Hi {{customer_name}}, your order #{{order_id}} has been confirmed! 🎉 We’ll notify you as soon as it’s packed and ready to ship. Need help? Reply Support anytime. Footer: Powered by {{Website link}} CTA buttons: Go to cart(Redirecting to the cart) Visit Website(Redirecting to website) (Note: There can be up to 3 CTA buttons in a template, that can be redirected either to your website, any landing page or may be an opt-out button) Objective of Message: Feedback Collection. Header(containing an image/videos/PDFs/graphics) Text: “Hi {{customer_name}}, we hope you’re enjoying your recent purchase from {{brand_name}}! Could you spare 10 seconds to share your experience? Your feedback helps us serve you better. Thank you for choosing us!” Footer: Powered by {{Website link}} CTA buttons: Share Feedback(Redirecting to a WhatsApp form for sharing feedback) Visit Website(Redirecting to website) Be it any form of template, marketing, utility or authentication, Anantya.ai brings everything together in one powerful dashboard. Get Ready to scale your Customer Journey with Anantya.ai Today!
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