Getting Started with Utility, Marketing & Authentication Templates on WhatsApp API

If you have a business and are using WhatsApp API for marketing or support functions, you might know about message templates on WhatsApp API. If not, no worries! We’re diving into them in this article.

In February 2023, WhatsApp made things simpler by organizing all message templates into just four categories: Marketing, Utility, Authentication, and Service.

Here’s a quick breakdown:

  • Marketing – Send promotional offers, product announcements, and more to increase awareness and engagement.
  • Utility – Send account updates, order updates, alerts, and more to share important information.
  • Authentication – Send codes that allow your customers to securely access their accounts.
  • Service - All user-initiated conversations which help customers resolve inquiries will be categorized as service conversations.

In this article, we’re focusing on marketing, utility, and authentication templates on WhatsApp API. But don’t worry, we’re covering everything about template messaging in WhatsApp API in an upcoming exclusive article series. So keep an eye on this space.

Here we released the exclusive piece on "Everything You Need to Know About WhatsApp API Messaging Template Categorization". Check it out! 

Without further ado, let’s get started by understanding what an authentication message template in WhatsApp API is!

Authentication Message Templates

Authentication templates enable businesses to authenticate users with one-time passcodes, potentially at multiple steps in the login process. Activities such as account verification, account recovery, and integrity challenges would fall under authentication conversations.

It's essential to note that authentication templates are the most restricted among the template categories. To classify a template as authentication, a business must adhere to the following conditions:

  • Utilize WhatsApp’s predefined authentication message templates, which can incorporate optional elements like security disclaimers and warnings about expiry.

  • Configure a one-time password button (options include copy-code or one-tap).

  • Abide by content restrictions: URLs, media, and emojis are not permissible within authentication template content or parameters. Furthermore, parameter content is subject to a length restriction of 15 characters.

Definition
Examples

Authentication code

  • "{ {1} } is your verification code."
  • "{ {1} } is your verification code. For your security, do not share this code."
  • "{ {1} } is your verification code. This code expires in 15 minutes."

Cost of Authentication Conversations in India

Pay a one-time messaging cost of INR 34 paisa [$ 0.0042 / 0.0033 Sterling Pound / 0.00385 Euro] if a business sends the first message. The conversation is initiated immediately and is valid for 24 hours from the message sent time.

WhatsApp Business API Conversation Cost Explained (A 2024 Exclusive Guide)

Utility Message Templates

Utility templates are pre-approved message templates that are specifically designed to relate to an agreed-upon transaction. Their primary role is to confirm, suspend, or change a particular transaction or subscription. These templates are pre-approved and are functional in nature, focusing more on operational aspects rather than promotional content.

For example, updates to customers about an ongoing transaction, post-purchase notifications, or recurring billing statements fall under this category.

Remember, if a template combines elements of both marketing and utility, it will be categorized as a marketing template.

Now, let's look at some examples of messages that align with the utility template category:

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"

Note: Examples are illustrative only, templates containing similar content or content including this example text may be categorized differently based on their exact content.

Cost of Utility Conversations in India

Pay a one-time messaging cost of INR 34 paisa [$ 0.0042 / 0.0033 Sterling Pound / 0.00385 Euro] if a business sends the first message. The conversation is initiated immediately and is valid for 24 hours from the message sent time.​

Meta's WhatsApp Business API Conversation-Based Pricing Changes: June 2023 Update

Marketing Message Templates

Marketing templates stand out for their flexibility. Unlike other templates, they aren’t tied to a specific, agreed-upon transaction but instead connect to a broader scope, involving the business and/or its products/services. This includes things like promotions or special offers; welcoming / closing messages; updates, invites, or suggestions; or calls to complete a new transaction or give a response.

Here's a key point: if a template blends utility and marketing content together, it'll be labelled as a marketing template. Essentially, any conversation that doesn't qualify as a utility or authentication conversation is labelled a marketing conversation.

Let’s dive into some examples to illustrate messages that would be categorized under the marketing templates category:

Definition
Examples

Promotions or offers

  • "Buy 4 or more shirts, and get 1 free!"
  • "Thanks for your order! Use code SAVE15 for 15% off your next order!
  • "Your pre-paid balance is low; click here to top up! Get a 20% bonus with code EXTRA20"

Welcoming or closing messages

  • "This is Aliva Creations 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 flavour"

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."

Note: Examples are illustrative only, templates containing similar content or content including this example text may be categorized differently based on their exact content.

Cost of Marketing Conversations in India

Pay a one-time messaging cost of INR 80 paisa [$ 0.0098 / 0.0077 Sterling Pound / 0.009 Euro] if a business sends the first message. The conversation is initiated immediately and is valid for 24 hours from the message sent time.

As of 1 June 2023, there's been a notable shift in how WhatsApp classifies message templates. Now, the category of the message template directly determines the conversation category. This means when businesses initiate conversations based on a specific template, they will be classified under marketing, utility, or authentication conversation types. It's essential to remember that for any of these categories, a customer's opt-in is mandatory.

Use these guidelines when choosing a category for each of your templates.

Conversation charges will be based on the template category. See here for more information.


The country-wise updated conversation charges can be found here