Message Templates

Message templates are pre-written messages you can quickly insert when communicating with customers via WhatsApp or other channels. They save time on repetitive messages and ensure consistent, professional communication.

Open the menu under "Communication" → "Message Templates", tap the round + button and choose "New Template". Enter a name, pick a category and write the message text. Below the text you see the placeholders available for that category — tap one to insert it. The preview shows how the message will look; then save.

You choose a saved template when you send a customer a message, for example from the customer profile, a reminder or your task list.

Placeholders are stand-ins in a template that are replaced with real data when you use it — for example the customer's first name, the order total or the party date. You don't type them yourself: in the template form, tap a placeholder below the message text to insert it.

Which placeholders you can use depends on the category. Every category offers the customer's first, last and full name and your own name. On top of that, order confirmations add the order total, date and number; thank-you messages the order total and date; party invitations the party date, location and time; birthday messages the birthday; product recommendations the product name; satisfaction checks and reconnect messages the order date; and reorder reminders the order date and products. Custom templates offer all placeholders.

There are nine categories: party invitation, order confirmation, thank-you, product recommendation, birthday, satisfaction check, reconnect (for customers you haven't heard from in a while), reorder reminder and custom. The category decides which placeholders you can use in the message.

In "Message Templates" you can filter the list by category. Product recommendations and reconnect messages have no filter of their own; you find them under "All".