SMS template · Utility
Trial Onboarding Nudge SMS Template for IT & Software Companies
A ready-to-adapt SMS message for IT services firms, SaaS and software companies, with placeholders, sample values and compliance notes.
When to Send This Message
Send to trial users who have not completed setup. For IT services firms, SaaS and software companies, this is one of the everyday messages that keeps users and clients informed without a phone call. Most businesses send it automatically from their software, so the timing is consistent.
For SaaS products, onboarding, usage alerts, billing and security notifications are everyday communication, and they must be reliable.
The SMS Template
India (DLT format)
Hi {#var#}, your [Business Name] trial is active till {#var#}. Complete setup in a few steps: {#var#}. Reply HELP if you need assistance.International (plain text)
Hi {name}, your [Business Name] trial is active till {date}. Complete setup in a few steps: {link}. Reply HELP if you need assistance.Example with sample values
Hi Rahul, your [Business Name] trial is active till 31 Oct. Complete setup in a few steps: https://example.com/o/IT2. Reply HELP if you need assistance.
With these sample values the message is 154 characters in the standard GSM-7 character set, which is 1 SMS part (square brackets count as two characters each). Long links or local-language (Unicode) text increase the count, as Unicode SMS allow 70 characters per single part.
Replace [Business Name] with your registered brand name. Links shown use example.com as a placeholder; use your own domain.
Placeholders and Sample Values
| Placeholder | Meaning | Sample value |
|---|---|---|
| {#var#} | Name | Rahul |
| {#var#} | Date | 31 Oct |
| {#var#} | Link | https://example.com/o/IT2 |
Filling in each placeholder
- Name (sample: Rahul): Use the first name or the salutation the customer gave you; fall back to a neutral greeting if the field is empty.
- Date (sample: 31 Oct): Write dates in an unambiguous form such as 14 Oct or 14 Oct 2026; avoid formats like 10/11 that customers read differently.
- Link (sample: https://example.com/o/IT2): Use your own short, recognisable domain; for SMS in India the domain must be whitelisted on DLT, and each variable is usually limited to 30 characters.
This template has 3 placeholders and a body of 134 characters before values are filled in. Shorter messages cost less and are more likely to be read in full; aim to keep the filled-in message within one or two SMS parts.
Category and Approval
In India this type of message is usually registered as Service Implicit: it relates to an existing transaction or relationship and can be delivered to numbers on the DND registry. It must not contain promotional content.
Compliance Checklist
- Each {#var#} holds only the kind of value it was registered for; most platforms limit each variable to 30 characters.
- Any link uses a domain whitelisted for your header, as TRAI requires for URLs in commercial SMS.
- The brand name in the message matches your registered business or header.
Rules to keep in mind for IT & Software Companies
Security messages (OTPs, login alerts) must never contain marketing content. B2B outreach must respect privacy laws in each market, such as GDPR for EU contacts and CAN-SPAM or TCPA in the US, as well as the DPDP Act, 2023 in India.
General guidance, not legal advice. Rules change, so confirm current requirements before launch. See our SMS compliance guide for India.
Tips for Better Results
- Keep one purpose per message; if you need to send a reminder and a document, the reminder should still make sense on its own.
- Use the customer's name and a reference number so the message is easy to trust and to search for later.
Need this SMS template set up?
We register, submit and connect templates for you, and send test messages before launch.
Questions About This Template
When should a software company send the trial onboarding nudge message?
Send to trial users who have not completed setup. Sending it at a consistent time builds trust and reduces follow-up calls.
What does {#var#} mean?
It marks the variable part of a DLT template, such as a name, date or amount. Everything outside the variables must be sent exactly as registered.
Which DLT category should I choose for this trial onboarding nudge message?
Usually Service Implicit. The final category depends on your entity type, the consent you hold and your operator's guidelines, and we confirm it during registration.
Can DND Teams set this up for my software company?
Yes. We adapt the template to your business, register or submit it, and connect it to your software or our panel. Share your use case on WhatsApp or through the form.
Related Templates
More SMS templates for IT & Software Companies
This message on other channels
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