WhatsApp has become a powerful messaging platform to engage with traders efficiently. Firms using the WhatsApp Business Platform to send Bulk Messages must use pre-approved message templates. The right WhatsApp templates can improve lead conversion, enhance customer retention, and streamline communication.

In this blog post, you will find high-converting WhatsApp templates designed for Forex brokers to optimize the customer journey for their traders.

About WhatsApp Templates

WhatsApp templates are pre-approved message templates that businesses can use on the WhatsApp Business Platform to initiate conversations with customers through WhatsApp Bulk Messages. WhatsApp templates ensure that your messages are consistent, effective, and efficiently delivered.

Structure of a WhatsApp Message Template

• Header: This can contain a text, image, video, or document.
• Body: This contains the main content of your message. This section supports placeholders to personalize messages with dynamic content like the customer’s name or account details.
• Use {{#}} to add a variable, starting with {{1}}
• Use *text* for bold
• Use _text_ for italics
• Footer: This can contain additional information such as disclaimers, typically in smaller text and is limited to 60 characters.
• Buttons: These are interactive elements that can enhance user engagement.

FAQs about WhatsApp Templates

To create WhatsApp templates for bulk messaging, businesses can use the WhatsApp Business Platform provided by WhatsApp business providers like Convrs. In the platform, brokers may create a campaign, add contact lists, schedule for sending, and submit for approval. For more information on how to send WhatsApp Bulk Messages and how to create WhatsApp templates, read our blogs “How to Send Bulk Messages with WhatsApp Business Platform” and “A Guide for Creating a WhatsApp Message Template”.

Before use, WhatsApp templates must be submitted to and approved by Meta to ensure they meet content standards and comply with policies for WhatsApp templates. It typically takes less than a day for approval.

There are 4 template categories that WhatsApp has defined:

• Utility Conversations: Messages related to transactions, such as order updates or billing statements
• Authentication Conversations: Messages that authenticate users, such as for account verification
• Marketing Conversations: Promotional messages, offers, or invitations encouraging customer engagement
• Service Conversations: User-initiated inquiries or service-related messages

WhatsApp Templates for Lead Generation & First Contact

WhatsApp Templates for Onboarding & Account Setup

WhatsApp Templates for Engagement & Education

WhatsApp Templates for Retention & Re-Engagement

WhatsApp Templates for Withdrawal & Customer Support

WhatsApp Templates for Referral & Promotions

The Wrap Up

Top Forex firms looking to engage clients effectively are using WhatsApp Bulk Messages to do so. The high converting WhatsApp templates in this blog post can help you streamline communication, improve onboarding, and boost trader retention with personalized, timely, and action driven messages. WhatsApp Bulk Messages can help you ensure instant, direct, and impactful engagement, whether it be guiding new traders, reactivating old ones, or taking care of your current traders.

Leverage these WhatsApp templates today to optimize your client interactions and maximize trading activity! Want to learn more about what you can do with messaging for your firm and join the top Forex firms using the WhatsApp Business Platform? Book a demo with Convrs!