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

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Template Types

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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

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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

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Creating Effective Templates

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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.

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Available Variables

VariableDescriptionExample Output
{{name}}Contact’s first nameJohn
{{full_name}}Contact’s full nameJohn Smith
{{company}}Company nameAcme Inc
{{email}}Contact’s email[email protected]
{{phone}}Phone number+1 555-1234
{{date}}Current dateJanuary 11, 2026
{{time}}Current time2:30 PM
{{order_id}}Order referenceORD-12345
{{custom_field}}Any CRM fieldCustom value

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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

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Template Examples

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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?

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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!

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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}}

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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.

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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!

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Template Best Practices

Write like a human, not a robot. Use natural language, contractions, and appropriate emojis. Avoid corporate jargon.
Every template should have a clear next step—reply, click, call, confirm, etc. Make it obvious what you want the recipient to do.
WhatsApp messages display best under 1,000 characters. For WABA templates, keep body text under 1,024 characters.
Send templates to yourself or colleagues first to catch typos, broken variables, or awkward phrasing.
Review and refresh templates quarterly. Remove outdated ones and create new ones based on what’s converting.
Create 2-3 versions of important templates and track which performs better over time.

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Organizing Templates

Use a consistent naming convention for easy searching:
PrefixCategoryExample
SALES_Sales outreachSALES_initial_outreach
SUPPORT_Customer supportSUPPORT_ticket_received
OPS_OperationsOPS_order_shipped
REMINDER_RemindersREMINDER_appointment_24h
FOLLOW_Follow-upsFOLLOW_day3_nurture

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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.