WhatsApp template · Utility
Trial Onboarding Nudge WhatsApp Template for IT & Software Companies
A ready-to-adapt WhatsApp 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.
Software buyers research online, read documentation and compare vendors before booking a demo.
The WhatsApp Template
Hi {{1}}, your [Business Name] trial is active till {{2}}. Complete setup in a few steps: {{3}}. Reply HELP if you need assistance.[Business Name]
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.
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 |
|---|---|---|
| {{1}} | Name | Rahul |
| {{2}} | Date | 31 Oct |
| {{3}} | 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. WhatsApp allows up to 1,024 characters in a template body, but short messages with one clear action get the best response.
Category and Approval
Utility templates must relate to a specific transaction, account or request the customer already has with you, such as a confirmation, reminder or status update. Do not add offers or promotional lines, as Meta may reclassify the template as marketing.
Compliance Checklist
- The customer has opted in to receive WhatsApp messages from your business, and you keep a record of the opt-in.
- Variables are numbered in order and you provide sample values when submitting; avoid starting or ending the body with a variable.
- Links point to your own website or a trusted domain, and button labels are short and clear.
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 WhatsApp 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 WhatsApp 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.
Why is this template in the Utility category?
Utility templates must relate to a specific transaction, account or request the customer already has with you, such as a confirmation, reminder or status update. Do not add offers or promotional lines, as Meta may reclassify the template as marketing.
Can I change the wording?
Yes. Adapt the text to your business, but keep it clear and specific, keep variables in order and submit realistic sample values. Any change to an approved template needs re-approval.
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 WhatsApp templates for IT & Software Companies
This message on other channels
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