WhatsApp template

WhatsApp intro message template

Start a friendly, low-pressure conversation on WhatsApp with a contact who has opted in.

  • WhatsApp
  • Multi-channel
The template
Message
Hi {{first_name}}, this is {{your_name}} from {{company_name}}. You signed up to hear from us about {{topic}} — thanks for that.

Quick one: we help {{role}} teams {{short_outcome}}. Would a short overview be useful, or is there a specific question I can answer first?

(You can reply anytime, or let me know if you'd prefer email instead.)

Replace the {{merge_tags}}with the recipient’s details before sending. In Autocloz, these fields fill in automatically from each lead’s record.

When to use it

Use WhatsApp for opted-in contacts in markets where it's a primary business channel. It's conversational by nature, so lead with a question, not a pitch.

Why it works

The structural reasons this message earns replies.

  • Reminding the contact they opted in ("you signed up") frames the message as expected, not intrusive.

  • Asking whether they want an overview or have a question invites a two-way conversation, which WhatsApp rewards.

  • Offering an email alternative respects channel preference and keeps the relationship comfortable.

How to personalize it

A template only works once it sounds like it was written for one person. Do these before you send.

Only message contacts who opted in via WhatsApp; cold WhatsApp outreach breaks platform policy and trust.

Match the conversational tone of the channel — overly formal WhatsApp messages feel out of place.

Reference the specific topic they opted in for so the first message is obviously relevant.

Related templates

Frequently asked

Can I send cold messages on WhatsApp for business?

Generally no. WhatsApp Business policy requires opt-in before you message a contact, and template messages must be pre-approved. Use it for opted-in leads, not cold prospecting.

How is WhatsApp outreach different from SMS?

WhatsApp is more conversational and expects two-way dialogue, plus it requires opt-in and approved templates for the first message. SMS can feel more transactional. Match your tone to the channel.

Should the first WhatsApp message include a link?

Keep the first message link-light and conversational. Once the contact replies and the conversation is open, sharing a relevant link or document feels natural rather than spammy.

Send templates like this at scale — start free

Personalize with merge tags, sequence across email, calling, LinkedIn, SMS and WhatsApp, and track every reply — on a free-forever CRM with unlimited users.