KYC Pending Reminder WhatsApp template
Asks a customer to complete pending KYC so their account or application can be activated.
- 4 variables
- Utility category
- Free to copy
TODAY
Complete your KYC
Hi Arjun, your savings account application is almost ready. We still need: PAN card photo. Please complete your KYC by 30 Sep using the secure link below so we can activate your account.
We will never ask for your PIN or OTP
10:24 am
- Complete KYC
Template text
UtilityPaste this into the template builder. Keep the variable numbers in order.
HEADER: Complete your KYC
BODY:
Hi {{1}}, your {{2}} application is almost ready.
We still need: *{{3}}*.
Please complete your KYC by {{4}} using the secure link below so we can activate your account.
FOOTER: We will never ask for your PIN or OTP
BUTTONS:
- [URL] Complete KYCVariables
Map each placeholder to a contact or order field. Samples are what you submit to Meta.
| Variable | What it holds | Sample value |
|---|---|---|
| {{1}} | Customer first name | Arjun |
| {{2}} | Product / account type | savings account |
| {{3}} | Pending document | PAN card photo |
| {{4}} | Deadline | 30 Sep |
Buttons
- Complete KYC · Visit website
Tips for approval and performance
- 1
Never ask customers to send ID documents as WhatsApp attachments, link to your secure KYC portal.
- 2
The anti-fraud footer builds trust and helps customers tell your messages apart from phishing.
- 3
Use a verified business name and green-tick-ready display name so customers know the message is genuine.
Meta template category
Why this is a Utility template
Updates about a transaction or account the customer already has with you: orders, payments, appointments, bookings. Must contain no promotional content, or Meta will re-categorise it as Marketing.
Typical utility use cases: Order and shipping updates, payment receipts, reminders.
Meta can re-categorise a template during review if the content does not match. Learn how categories work in our guide to WhatsApp template messages and how each category is billed in WhatsApp conversation pricing.
How to submit this template
for Meta approval
Five steps from copy-paste to your first send.
- 1
Open the template manager
In Chatbox AI (or WhatsApp Manager), go to Message Templates and click Create template.
- 2
Choose the Utility category
Select Utility, give the template a lowercase name such as kyc_pending_reminder and choose the language (for example English).
- 3
Add the header, body and footer
Paste the body text, set the text header and the footer. Replace brand details with your own and keep variables in {{1}}, {{2}} format.
- 4
Add sample values and buttons
Enter a realistic sample for each of the 4 variables and add the 1 button. Meta uses the samples to review the template.
- 5
Submit for review and send
Submit the template to Meta. Once it shows Approved, send it via a broadcast, an automation, an integration trigger or the API.
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Related templates
Frequently asked
questions
Send a Utility template that names the pending document, the deadline and a secure link to your KYC portal, with a footer saying you will never ask for a PIN or OTP. Never collect ID documents as chat attachments. Chatbox AI can trigger the reminder from your onboarding system whenever an application stalls.
How do I send a KYC reminder on WhatsApp? Send a Utility template that names the pending document, the deadline and a secure link to your KYC portal, with a footer saying you will never ask for a PIN or OTP. Never collect ID documents as chat attachments. Chatbox AI can trigger the reminder from your onboarding system whenever an application stalls.
Is the kyc pending reminder template a Marketing or Utility template? It is a Utility template. Updates about a transaction or account the customer already has with you: orders, payments, appointments, bookings. Must contain no promotional content, or Meta will re-categorise it as Marketing. Choosing the correct category helps the template get approved quickly and billed at the right rate.
Can I edit this template before submitting it? Yes. Change the wording, brand name, buttons and footer to match your business. Keep variables in {{1}}, {{2}} order, avoid placing a variable at the very start or end of the body, and provide a realistic sample value for each one when you submit.
How do I send this template to many customers at once? After Meta approves it, upload or sync your contacts in Chatbox AI, map each variable to a contact field such as first name or order ID, and send it as a broadcast or trigger it automatically from an integration, webhook or the REST API.
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