WhatsApp intro message template
Start a friendly, low-pressure conversation on WhatsApp with a contact who has opted in.
- Multi-channel
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.
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View templateFrequently 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.
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