WhatsApp Templates · SaaS and Software Companies
WhatsApp message templates for SaaS and software teams
SaaS and software companies need six WhatsApp templates: four utility messages for trials, onboarding, failed payments and renewals, one marketing message for plan or feature promotions, and one authentication template for login codes. The utility messages match events a user already triggered in your product; the marketing one only goes to opted-in contacts.
Most activation and churn problems appear in the gap between what a user does in-product and what they see in email. WhatsApp closes that gap because trial reminders, payment failures and onboarding nudges land on a device people check constantly. It also lets support reply inside the same thread for 24 hours after a user messages first.
Trial ending soon
UtilitySend it when: 2 days before a free trial expires
Hi {{1}}, your {{2}} trial ends on {{3}}. Add a payment method to keep your workspace, data and settings active without interruption.Onboarding step nudge
UtilitySend it when: user signed up but has not finished setup
Hi {{1}}, you are two steps from finishing your {{2}} setup. Connect your data source to see your first dashboard — reply here if you want a hand.Payment failed
UtilitySend it when: a recurring card charge fails
Hi {{1}}, we could not process your {{2}} payment of {{3}}. Update your card in the billing page to avoid losing access on {{4}}.Renewal reminder
UtilitySend it when: annual plan renews within a week
Hi {{1}}, your {{2}} plan renews on {{3}} for {{4}}. No action is needed if you are staying — reply STOP if you would like to talk to billing.Plan upgrade offer
MarketingSend it when: promote a higher tier to opted-in users
Hi {{1}}, teams like yours move faster on the {{2}} plan. Would you like a walkthrough this week? Reply YES and we will book a slot.Login verification code
AuthenticationSend it when: user requests a one-time login code
{{1}} is your {{2}} verification code. It expires in {{3}} minutes. Do not share this code 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.
SaaS and Software Companies 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.