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.
Which plans have this: On every plan, including Free. Free holds 3 templates. Essentials and Intelligence have no limit.
Steps
- 01
In a customer's panel, open Templates and click + New Template.
- 02
Give it a template name and write the message.
Insert details with { } Add variable, such as {{name}}.
- 03
Pick a category.
📎 Attach files adds a file if you need one.
- 04
Click Save Template.
- 05
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.
Questions, answered
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.
How many templates can I have on Free?
Three. Essentials and Intelligence have no limit.