WhatsApp Templates · Digital Marketing Agencies
WhatsApp message templates for digital marketing agencies
Digital marketing agencies need six WhatsApp templates: four utility messages for creative approvals, reporting, retainer invoices and campaign go-live, one marketing template for service offers to opted-in contacts, and one authentication template for client portal logins. Utility work dominates because most agency messaging confirms work already agreed.
Agency communication breaks down when approvals sit in inboxes and reports get lost in threads. WhatsApp keeps client sign-offs, report drops and billing notices in one place with a read receipt. When a client replies, a 24-hour customer service window opens and the account team can answer directly.
Creative approval request
UtilitySend it when: a draft needs client sign-off
Hi {{1}}, the {{2}} draft for {{3}} is ready for sign-off. Approve here or reply with changes so we can hit the {{4}} launch date.Monthly report ready
UtilitySend it when: the reporting cycle closes
Hi {{1}}, your {{2}} performance report for {{3}} is ready. Open it here: {{4}}. Reply if you would like a walkthrough call.Retainer invoice due
UtilitySend it when: a retainer invoice approaches its due date
Hi {{1}}, invoice {{2}} for {{3}} is due on {{4}}. You can settle it here: {{5}}. Thank you for working with us.Campaign go-live confirmation
UtilitySend it when: a campaign is scheduled to start
Hi {{1}}, your {{2}} campaign goes live today at {{3}}. We will share first results within {{4}}. Reply here for anything urgent.New service promotion
MarketingSend it when: offering a new service to opted-in contacts
Hi {{1}}, we have opened a few {{2}} audit slots this month. Would you like one for {{3}}? Reply YES and we will hold a time.Client portal login code
AuthenticationSend it when: client requests a portal access code
{{1}} is your code for the {{2}} client portal. It expires in {{3}} minutes. Do not share it with anyone.How the category changes what you pay
- Every template is submitted under one category, and Meta assigns the final one in review. A utility template that reads like a promotion can be reclassified as marketing, which changes both the rate and the opt-in requirement.
- Since 1 October 2026, service messages are charged per delivered message after the first 1,000 free service messages per business phone number per month. The allowance does not roll over and there are no volume tiers.
- Inbound messages are free, and a customer-initiated message opens the 24-hour customer service window. Anything you start outside that window needs an approved template.
Digital Marketing Agencies on WhatsApp: common questions
Templates for other industries
Send these from your own number, with a team behind it
BNex runs the official Meta WhatsApp Cloud API with a shared inbox, campaign broadcasts and a visual flow builder. Connect a number, submit these templates, and start on the free plan — no credit card.