WhatsApp message templates (coming soon)
The WhatsApp templates Tallify will use for client messages: introduction, welcome, birthday and review reminder. WhatsApp for clients is coming soon.
WhatsApp for clients is coming soon. Until it is live, every message on this page that would go by WhatsApp goes by email instead where Tallify has an email version (birthdays, review reminders, the welcome), and waits for approval in the same way.
WhatsApp lets a business start a conversation only with a message template that Meta has approved. Tallify keeps a set of templates for each practice, in the practice's name and wording, for the messages the practice starts.
The set
| Template | When it will be used |
|---|---|
| WhatsApp introduction | With the fact-find pack: a short note from the adviser saying the email is in the client's inbox. |
| Welcome | When advice that recommends risk cover or medical aid is filed. A welcome email is queued with it. |
| Underwriting note | When filed advice recommends risk cover: what to expect from the insurer's tele-underwriting call. |
| Birthday | The daily birthday run. See Birthdays and review reminders. |
| Review reminder | The weekly review reminder run. |
The wording comes from the practice's own messages where it has supplied them, otherwise from Tallify's defaults, and every template closes with the adviser's name.
Whose number
Each adviser will connect their own WhatsApp Business app number in Settings, Your setup (the step shows Coming soon today), and a client's messages will go from their adviser's number. Meta approves each template before it can be sent.
Approval
Template messages will wait under Approvals, Messages, like every other drafted message, until a named person chooses Approve & send. A template message will need a cell number on the client's record and the client's consent to receive communications.