template-builder

Policy issued and welcome WhatsApp template
free example, ready for approval

Welcome new policyholders on WhatsApp once a policy is issued, with policy number and start date. Transactional utility template.

Official template, maintained by Talqui

northwindinsurance.com
Welcome, Omar! Your life policy LF-20455 is active from Nov 1. Your documents are ready to download any time.
Northwind Insurance
Download documents
Contact support
Open in playground

88% approval rate

Share of submissions of this template that Meta approved.

Category
Utility
Industry
Insurance
Language
en_US

✳Approval tip

How to get this template approved

Link to the document portal instead of attaching files; media headers need an approved sample and slow review.

Policy issued and welcome message example

Welcome, {{first_name}}! Your {{policy_type}} policy *{{policy_no}}* is active from {{start_date}}. Your documents are ready to download any time.
Northwind Insurance

Variables

  • {{first_name}}Omar
  • {{policy_type}}life
  • {{policy_no}}LF-20455
  • {{start_date}}Nov 1
  • {{ref}}LF20455

</>For developers

Create the policy issued and welcome template on Meta, free

The template as JSON for @talqui-oss/template-builder, and the Cloud API request that creates it. Replace the $ variables with your account values.

insurance_policy_documents_issued.json

{
  "name": "insurance_policy_documents_issued",
  "language": "en_US",
  "category": "UTILITY",
  "body": {
    "text": "Welcome, {{first_name}}! Your {{policy_type}} policy *{{policy_no}}* is active from {{start_date}}. Your documents are ready to download any time."
  },
  "footer": {
    "text": "Northwind Insurance"
  },
  "buttons": [
    {
      "type": "URL",
      "text": "Download documents",
      "url": "https://northwindinsurance.com/docs/{{ref}}"
    },
    {
      "type": "PHONE_NUMBER",
      "text": "Contact support",
      "phoneNumber": "+15550177"
    }
  ],
  "variables": {
    "first_name": {
      "example": "Omar"
    },
    "policy_type": {
      "example": "life"
    },
    "policy_no": {
      "example": "LF-20455"
    },
    "start_date": {
      "example": "Nov 1"
    },
    "ref": {
      "example": "LF20455"
    }
  }
}

Create with the Meta Cloud API

curl -X POST "https://graph.facebook.com/v26.0/$WABA_ID/message_templates" \
  -H "Authorization: Bearer $META_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "insurance_policy_documents_issued",
  "language": "en_US",
  "category": "UTILITY",
  "parameter_format": "NAMED",
  "components": [
    {
      "type": "BODY",
      "text": "Welcome, {{first_name}}! Your {{policy_type}} policy *{{policy_no}}* is active from {{start_date}}. Your documents are ready to download any time.",
      "example": {
        "body_text_named_params": [
          {
            "param_name": "first_name",
            "example": "Omar"
          },
          {
            "param_name": "policy_type",
            "example": "life"
          },
          {
            "param_name": "policy_no",
            "example": "LF-20455"
          },
          {
            "param_name": "start_date",
            "example": "Nov 1"
          }
        ]
      }
    },
    {
      "type": "FOOTER",
      "text": "Northwind Insurance"
    },
    {
      "type": "BUTTONS",
      "buttons": [
        {
          "type": "URL",
          "text": "Download documents",
          "url": "https://northwindinsurance.com/docs/{{1}}",
          "example": [
            "https://northwindinsurance.com/docs/LF20455"
          ]
        },
        {
          "type": "PHONE_NUMBER",
          "text": "Contact support",
          "phone_number": "+15550177"
        }
      ]
    }
  ]
}'

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