Each page covers one workflow: which template category Meta requires, how to set it up, and what goes wrong. Most questions about whether you can send something on WhatsApp turn out to be questions about whether it counts as a utility message or a marketing one — so every page answers that first.
Appointment Reminders
Appointment reminders are utility messages, which is the cheaper category and the one Meta approves readily, because they relate to a transaction the customer already entered into. Create a template with the date and time as variables, then send it to the people due, tagged by day.
Order & Delivery Updates
Order and delivery updates are utility messages — they concern a transaction the customer has already made, so Meta approves them readily and bills them at the cheaper rate. Send confirmation, dispatch and delivery as separate templates triggered from your own system.
Abandoned Cart Recovery
An abandoned cart message is a marketing message under Meta’s rules, even though it refers to something the customer started. It costs more than a utility message, needs opt-in for marketing contact, and is one of the fastest ways to damage a quality rating if sent to people who did not ask for it.
Lead Qualification
Ask the qualifying questions automatically while the conversation is still open, tag the contact by what they answer, and route only the qualified ones into your pipeline. All of it happens inside the 24-hour window the customer opened, so it needs no templates and costs nothing extra.
Customer Support
Move the number to a shared inbox where every agent sees the conversation, assign each one to a person so nothing is answered twice or not at all, and escalate anything long-running to a ticket. Replies inside the customer’s 24-hour window are free-form and unlimited.
Payment Reminders
Payment reminders are utility messages — they concern a transaction that already exists — so Meta approves them readily and bills them at the cheaper rate. Track invoice status in the CRM, and send a reminder template to anyone overdue.
Welcome & Win-Back Messages
Both are automatic replies to an inbound message, so both happen inside the 24-hour service window the customer just opened — no template needed, and no per-message cost from Meta. One triggers on their first-ever message, the other when someone messages again after a gap you set.
Review & Feedback Requests
A review request sent after a purchase or a job is a marketing message under Meta’s rules — it is not about completing a transaction, it is asking the customer to do something for you. Send it once, shortly after the experience, to people who had a good one.
Back-in-Stock Alerts
A back-in-stock alert is a marketing message under Meta’s rules, even though the customer asked for it. What makes it work is that consent is specific and recent — they asked about this item — so it is one of the few marketing messages people are genuinely pleased to receive.
One-Time Passcodes
Yes, WhatsApp supports it — Authentication is one of Meta’s three template categories and exists solely for one-time passcodes. But it needs to fire from your authentication system within seconds of a login attempt, which is not what PingPlug is. This page explains the category honestly rather than selling you something that would not fit.
Event & Webinar Reminders
A reminder about an event someone registered for is a utility message — the cheaper category, approved readily, because it concerns something the recipient already opted into. Send one the day before and one on the day, to the people who actually registered.