Skip to content
syncdo

Admin

0 of 17 done

Templates · Guide · 1 min read · WhatsApp Web

Create a template

You write a message once, and your team reuses it with each customer's details filled in. Use it for the replies you send most.

Syncdo inside WhatsApp Web: a template with the lead's name and details filled in, ready to send
Video coming soon

Steps

  1. 1

    In a customer's panel, open Templates and click + New Template.

  2. 2

    Give it a template name and write the message.

    Insert details with { } Add variable, such as {{name}}.

  3. 3

    Pick a category.

    📎 Attach files adds a file if you need one.

  4. 4

    Click Save Template.

  5. 5

    On any chat, click Send on the template.

    A text template lands in WhatsApp's message box with their details filled in. Check it and press Send. A template with an attachment sends its files and caption as soon as you click it, so open the right chat first.

Open this in Syncdo

Progress is saved in this browser only.

Questions

How do I create a message template?

In a customer's panel, open Templates, click + New Template, give it a TEMPLATE NAME, write the message and pick a CATEGORY. To put the customer's own details in, click { } Add variable and pick one, such as their name. Click Save Template; then on any chat click Send and a text template lands in WhatsApp's message box with their details filled in, so check it and press send. A template with an attachment sends its files and caption at once.

Which details can I put in a template?

{{name}}, {{phone}}, {{company}}, {{city}}, {{state}}, {{email}}, {{stage}}, {{business_name}} and {{your_name}}, among others. A field with no value comes out as nothing, so write sentences that still read well.

Can I write templates in the dashboard?

No. You write and edit templates in the panel beside a chat. The dashboard lists them by category and lets you delete one.

Related lessons

PreviousNext