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Weekly portfolio summary (opt-in)

Weekly portfolio snapshot without any projection or recommendation.

FinTechmarketing#portfolio#weekly#summary

Best-practice notes

SEBI: avoid forward-looking statements. Past performance language must not imply future results. Include opt-out.

Preview

Hi Ankit, your portfolio summary for the week of 12 May 2026 is ready in the app. Investments are subject to market risks; past returns do not predict future results.

Reply STOP to opt out of weekly summaries.

Component structure

  • BODY

    Hi {{1}}, your portfolio summary for the {{2}} is ready in the app. Investments are subject to market risks; past returns do not predict future results.

  • FOOTER

    Reply STOP to opt out of weekly summaries.

Variables

These placeholders get substituted at send time. You fill them with values from your contact attributes, order data, or any integration field.

  • {{1}}

    Customer first name

    e.g. Ankit

  • {{2}}

    Week label

    e.g. week of 12 May 2026

Clone this template into your own WABA

  1. Sign up for a free Waxiomatic account.
  2. Connect your WhatsApp Business Account (Embedded Signup, ~15 minutes).
  3. Hit Clone on this template — we map the variables, run AI spam-check, and submit to Meta for you.
  4. Meta approves in 1–24h. Start sending.
Sign up free to cloneSee pricing