WhatsApp Template Categories – Salesmate

When a template is placed under wrong category then it will be rejected, therefore it is important to categorize your templates correctly.

Salesmate offers two WhatsApp Template Categories,

Utility templates are designed for specific, agreed-upon transactions and serve to confirm, suspend, or modify a transaction or subscription.
Templates that combine utility and marketing content will be categorized as marketing templates.

Definition	Examples
Confirmation, suspension or termination of an existing transaction	"Your order #0021 is confirmed" "Thank you for your reservation! See you next week" "Your payment was received! We hope you enjoy the concert!" "Your consultation is complete, and your prescription is attached below" "Thank you for visiting the doctor, here is your treatment plan" "Your order has been canceled; your refund will be processed in 7-10 days"
Change or update to a transaction	"You have successfully checked in! Here’s your boarding pass for your flight" "Your order has shipped! It will be delivered on Friday" "Reminder: Your appointment is at 1pm on Tuesday" "Your password was changed" "Your profile was updated"
Account, billing, or payment notification	"Here is the monthly statement you requested" "Your payment failed, click here to retry" "Your payment was accepted” / "Your payment failed" "Reminder: your payment is due on Tuesday" "Here is your low-balance warning for account ending in -XXXX" "Your pre-paid balance is low; click here to top up"

Marketing templates offer the highest degree of flexibility as they aren't tied to specific transactions but rather relate to the business, its products, or services. These templates encompass a variety of content such as promotions, welcoming messages, updates, invitations, or requests for feedback.
If a template contains a combination of utility and marketing content, it will be categorized as a marketing template.

Definition	Examples
Promotions or offers	"If you buy 2 or more coffees, you’ll get $5 off!" "Thanks for your order! Use code SAVE20 for 20% off your next order!" "Your pre-paid balance is low; click here to top up! Get a 10% bonus with code EXTRA10"
Welcoming or closing messages	"This is Vinny’s Bakery and we are now on WhatsApp!" "Hello, welcome to our profile on WhatsApp!""I'm sorry for the delay, my name is XX, how can I help you?" "Thank you, have a good day" "Thank you for visiting our store, we really appreciate your visit." "A question for you - how much time are you spending doing your hair?"
Updates, invitations, newsletters, or recommendations	"Our store has moved. Come and check us out!" "We will be closed next Monday for the holiday" "Good news! The product you saved is back in stock." "Join us for our upcoming holiday gala!" "Here are this month’s coupons – happy shopping!" "Hey members, join us tonight for this event" "We think you will love this – check out our new ice cream flavor"
Requests to respond or complete a new transaction	"Thank you for your order. We’d love your feedback. Please click here." "Forgot something? We kept your items, click to check out" "Your application is waiting for you. Click here to complete" "You missed your recent appointment, tap here to rebook."

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