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Rep and telecaller · WhatsApp Web

Sort templates into categories

You group templates so each one is easy to find. Use it when your template list grows past a handful.

Which plans have this: On every plan, including Free. Free holds 3 templates. Essentials and Intelligence have no limit.

Steps

  1. 01

    In the panel beside a chat, click the Templates tab.

  2. 02

    Click a category chip to see only its templates.

    More chips are under More ▾.

  3. 03

    Click the gear ⚙ at the end of the row to add, rename, reorder or remove categories.

  4. 04

    You pick a template's category when you write it.

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

How do I sort templates into categories?

In the panel beside a chat, click the Templates tab, then click a category chip to see only its templates; more are under More. The gear at the end of the row adds, renames, reorders or removes categories. You pick a template's category when you write it.

What happens when I remove a template category?

Removing a category moves its templates, and you choose where. Syncdo tells you the target and how many templates will move first.

What if I rename a category to a name that already exists?

The two categories merge. That cannot be undone, so Syncdo tells you before it does it.

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