Message Templates

Message templates are pre-written messages with placeholders for dynamic content. They’re the foundation of efficient WhatsApp communication, enabling personalized messages at scale.

Template Types

Quick Reply Templates (Extension)

For use with the Chrome Extension:

Created and stored directly in Eazybe
Can include attachments and voice notes
Shared within your organization
No approval required—use instantly

WABA Templates (Official API)

For WhatsApp Business API users:

Must be approved by Meta before use
Required for outbound messaging to new contacts
Categories: Marketing, Utility, Authentication
See WABA Templates for details

Creating Effective Templates

Use Dynamic Variables

Replace static text with variables that get personalized automatically:

Hi {{name}},

Your order #{{order_id}} has been shipped! 🚚

Expected delivery: {{delivery_date}}
Track your package: {{tracking_link}}

Questions? Reply to this message anytime.

Available Variables

Variable	Description	Example Output
`{{name}}`	Contact’s first name	John
`{{full_name}}`	Contact’s full name	John Smith
`{{company}}`	Company name	Acme Inc
`{{email}}`	Contact’s email	john@acme.com
`{{phone}}`	Phone number	+1 555-1234
`{{date}}`	Current date	January 11, 2026
`{{time}}`	Current time	2:30 PM
`{{order_id}}`	Order reference	ORD-12345
`{{custom_field}}`	Any CRM field	Custom value

Template Categories

Sales Templates

Initial outreach
Follow-up sequences
Proposal summaries
Closing messages
Win-back campaigns

Support Templates

Issue acknowledgment
Status updates
Resolution confirmation
Feedback requests
FAQ responses

Operations Templates

Order confirmations
Shipping updates
Appointment reminders
Payment requests
Delivery notifications

Template Examples

Sales: Initial Outreach

Hi {{name}}! 👋

I noticed {{company}} might be looking for a better way to manage WhatsApp conversations.

Eazybe helps teams like yours respond 3x faster and never miss a lead.

Would you be open to a quick 10-minute call this week?

Sales: Follow-up

Hi {{name}},

Just following up on my message from last week about improving your WhatsApp workflow.

I'd love to show you how {{company}} could benefit. Do you have 15 minutes this week?

No pressure either way—just let me know!

Support: Issue Acknowledgment

Hi {{name}},

Thanks for reaching out! I've received your message about {{issue}}.

I'm looking into this now and will get back to you within 2 hours with an update.

Ticket #: {{ticket_id}}

Operations: Appointment Reminder

Hi {{name}},

This is a friendly reminder about your appointment:

📅 Date: {{date}}
⏰ Time: {{time}}
📍 Location: {{location}}

Reply YES to confirm or let us know if you need to reschedule.

Operations: Order Shipped

Great news, {{name}}! 🎉

Your order #{{order_id}} has been shipped!

📦 Carrier: {{carrier}}
🔗 Track here: {{tracking_link}}
📅 Expected delivery: {{delivery_date}}

Thanks for shopping with us!

Template Best Practices

Keep it conversational

Write like a human, not a robot. Use natural language, contractions, and appropriate emojis. Avoid corporate jargon.

Include a clear CTA

Every template should have a clear next step—reply, click, call, confirm, etc. Make it obvious what you want the recipient to do.

Respect character limits

WhatsApp messages display best under 1,000 characters. For WABA templates, keep body text under 1,024 characters.

Test before deploying

Send templates to yourself or colleagues first to catch typos, broken variables, or awkward phrasing.

Update regularly

Review and refresh templates quarterly. Remove outdated ones and create new ones based on what’s converting.

A/B test variations

Create 2-3 versions of important templates and track which performs better over time.

Organizing Templates

Use a consistent naming convention for easy searching:

Prefix	Category	Example
`SALES_`	Sales outreach	SALES_initial_outreach
`SUPPORT_`	Customer support	SUPPORT_ticket_received
`OPS_`	Operations	OPS_order_shipped
`REMINDER_`	Reminders	REMINDER_appointment_24h
`FOLLOW_`	Follow-ups	FOLLOW_day3_nurture

Integration with CRM

Templates automatically pull data from your connected CRM:

HubSpot: Contact properties, deal info, company data
Salesforce: Lead/contact fields, opportunity details
Zoho: Module fields, custom variables
LeadSquared: Lead properties, activity data

Variables like {{name}} and {{company}} are automatically populated from your CRM contact records when you send the message.

Getting Started

Team Inbox

Revenue Inbox

WhatsApp Business API

Productivity Tools

Analytics & Reports

Account & Settings

Troubleshooting

FAQ

Message Templates

Template Types

Quick Reply Templates (Extension)

WABA Templates (Official API)

Creating Effective Templates

Use Dynamic Variables

Available Variables

Template Categories

Sales Templates

Support Templates

Operations Templates

Template Examples

Sales: Initial Outreach

Sales: Follow-up

Support: Issue Acknowledgment

Operations: Appointment Reminder

Operations: Order Shipped

Template Best Practices

Organizing Templates

Integration with CRM

​Template Types

​Quick Reply Templates (Extension)

​WABA Templates (Official API)

​Creating Effective Templates

​Use Dynamic Variables

​Available Variables

​Template Categories

Sales Templates

Support Templates

Operations Templates

​Template Examples

​Sales: Initial Outreach

​Sales: Follow-up

​Support: Issue Acknowledgment

​Operations: Appointment Reminder

​Operations: Order Shipped

​Template Best Practices

​Organizing Templates

​Integration with CRM

Template Types

Quick Reply Templates (Extension)

WABA Templates (Official API)

Creating Effective Templates

Use Dynamic Variables

Available Variables

Template Categories

Template Examples

Sales: Initial Outreach

Sales: Follow-up

Support: Issue Acknowledgment

Operations: Appointment Reminder

Operations: Order Shipped

Template Best Practices

Organizing Templates

Integration with CRM