WhatsApp® Template - Sales Glossary - Upnify
Upnify CRM

Back to dictionary

WhatsApp® Template


A WhatsApp® template is a predefined message that companies can use to automate quick responses or send standardized communications to their customers. These templates are especially useful for sales follow-ups, product notifications, or order confirmations, as they are the only tool provided by Meta® to initiate conversations with contacts when sending bulk messages through tools integrated with WhatsApp® API.

Using well-designed templates saves time in daily interactions with customers, improves message consistency, and ensures immediate responses, which increases customer satisfaction and retention.


The Sales Glossary is a compendium of all the most commonly used terminology in sales strategy. Many of the concepts listed here are used when implementing a CRM system or a digital sales funnel, no matter if they are legacy systems or an online CRM. See also our blog that deals with sales techniques, marketing and sales culture.