> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Message Templates

> Create reusable message templates with dynamic fields for personalized communication at scale

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](/waba/templates/overview) 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](mailto: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

<CardGroup cols={3}>
  <Card title="Sales Templates" icon="dollar-sign">
    * Initial outreach
    * Follow-up sequences
    * Proposal summaries
    * Closing messages
    * Win-back campaigns
  </Card>

  <Card title="Support Templates" icon="headset">
    * Issue acknowledgment
    * Status updates
    * Resolution confirmation
    * Feedback requests
    * FAQ responses
  </Card>

  <Card title="Operations Templates" icon="gears">
    * Order confirmations
    * Shipping updates
    * Appointment reminders
    * Payment requests
    * Delivery notifications
  </Card>
</CardGroup>

## 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

<AccordionGroup>
  <Accordion title="Keep it conversational">
    Write like a human, not a robot. Use natural language, contractions, and appropriate emojis. Avoid corporate jargon.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Respect character limits">
    WhatsApp messages display best under 1,000 characters. For WABA templates, keep body text under 1,024 characters.
  </Accordion>

  <Accordion title="Test before deploying">
    Send templates to yourself or colleagues first to catch typos, broken variables, or awkward phrasing.
  </Accordion>

  <Accordion title="Update regularly">
    Review and refresh templates quarterly. Remove outdated ones and create new ones based on what's converting.
  </Accordion>

  <Accordion title="A/B test variations">
    Create 2-3 versions of important templates and track which performs better over time.
  </Accordion>
</AccordionGroup>

## 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

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