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Welcome & onboarding · 4 templates

Updated

WhatsApp Welcome & Onboarding Templates

Welcome message templates are the first WhatsApp message a new subscriber or customer receives. This collection includes an opt-in confirmation and an account-created notice (Utility), plus a welcome offer and a day-three onboarding check-in (Marketing). Send the confirmation immediately after someone opts in so they know the subscription worked.

Meta Tech ProviderNo credit card required · 14-day free trial4.7 on CapterraWorks with:Microsoft TeamsSlackGoogle Chat

Welcome & onboarding WhatsApp message templates

The first message after someone subscribes or signs up sets the tone for everything after it. These templates confirm the opt-in, welcome new customers and check in during onboarding, with the right category for each job.

Welcome offer for new subscribers

welcome_offer · en_US

Marketing

Tip: Send it within minutes of the opt-in, while the subscriber still remembers signing up.

Use this template

Account created

account_created · en_US

Utility
Delivers to US numbers

Tip: Keep it strictly about the account that was just created. Never include passwords, login details or offers; Meta rejects or recategorizes those.

Use this template

WhatsApp opt-in confirmation

opt_in_confirmation · en_US

Utility
Delivers to US numbers

Tip: Send it right after someone opts in by form, checkbox or keyword so they have a record of their consent and know how to withdraw it.

Use this template

Onboarding check-in

onboarding_check_in · en_US

Marketing

Tip: Route replies to your onboarding team's Slack or Microsoft Teams channel so a real person answers while the customer is still engaged.

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Welcome & onboarding templates at a glance

Welcome & onboarding WhatsApp templates with Meta category, timing and variables
TemplateMeta categoryWhen to sendVariables (example values)
Welcome offer for new subscribersMarketingRight after opt-in{{1}} Sarah · {{2}} Brightside · {{3}} 10%
Account createdUtilityImmediately at sign-up{{1}} Jordan · {{2}} Acme
WhatsApp opt-in confirmationUtilityWithin minutes of opt-in{{1}} Taylor · {{2}} Brightside
Onboarding check-inMarketingDay 3–5{{1}} Morgan · {{2}} Acme

Categories follow Meta’s message template documentation; Meta assigns the final category when it reviews each template, and charges per its pricing documentation.

When to send welcome & onboarding WhatsApp messages

  • Opt-in confirmation and account-created notice: within minutes of the sign-up, while the customer still remembers it.
  • Welcome offer: right after the confirmation or the next morning if they joined late at night.
  • Onboarding check-in: three to five days later, during business hours, so a person can pick up the reply.

Welcome & onboarding WhatsApp best practices

  1. Send the welcome within minutes of the opt-in, while the subscriber still remembers signing up.

  2. Use the opt-in confirmation (Utility) to record consent and explain how to stop; keep offers in a separate Marketing welcome.

  3. Give new subscribers a reason to reply. Replies open a 24-hour customer service window where your AI chatbot can answer questions immediately.

  4. Tell new subscribers what they will receive and how often; it sets expectations and lowers block rates.

  5. Include how to stop (“Reply STOP any time”) in the very first message.

Welcome & onboarding WhatsApp template FAQs

Practical answers about welcome & onboarding on WhatsApp.

Can I send a welcome message automatically when someone opts in?
Yes. In Social Intents, keyword opt-ins can send a confirmation message automatically, and you can follow up with a welcome broadcast to everyone who joined that week.
Is a welcome message Marketing or Utility?
A welcome that includes a discount or product promotion is Marketing. A message confirming an account or subscription the person just created, with no promotion, can be Utility.
What should a WhatsApp welcome message say?
Confirm what the customer signed up for, say how often you will message, give one useful next step or offer, and explain how to opt out. Keep it under about 80 words.
Should the welcome message come from a person or a bot?
Either works. An AI chatbot can answer the first questions instantly, but sign the message with your team’s name and make it easy to reach a person.
Will welcome & onboarding WhatsApp messages reach US customers?
Partly. The opt-in confirmation and account-created templates are Utility, which still deliver to US (+1) numbers. The welcome offer and onboarding check-in are Marketing, which Meta has paused for US numbers; use SMS fallback for US contacts who opted in to texts. Read the US guide.
How do I use one of these templates in Social Intents?
Click Use this template on any card to start a free trial with that template pre-selected, or copy the text and paste it into Outbound → Templates → New template. Submit it to Meta for approval, then pick it in a WhatsApp broadcast, or use it as a step in a WhatsApp drip campaign.
  • Meta Tech Provider on the official WhatsApp Business Platform (Cloud API)
  • Unlimited agents from the Basic plan
  • Replies in Slack, Microsoft Teams or Google Chat
  • Opt-in evidence, STOP opt-outs and quiet hours built in
  • 4.7 on Capterra

Welcome every new WhatsApp subscriber

Welcome every new subscriber on WhatsApp and let your team or AI chatbot answer their first questions instantly.

No credit card required • Meta message fees billed separately by Meta

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