Last updated: 17 Jun 20262 min read
Bulk Messages — Templates
What This Does
The Templates page is where you create and manage reusable message templates for both WhatsApp and Email. Templates support dynamic placeholders that are automatically replaced with real values when used on the Send page or via Automation.
The Templates List
| Column | Description |
|---|---|
| Name | Template name |
| Template | Preview of the message content |
| Action | Edit or Delete the template |
Filter — switch between WhatsApp and Email templates using the dropdown (top right).
Adding a Template
- Click + Add Template.
- Select Template Type — WhatsApp or Email.
- Enter a Name for the template.
- For Email templates — enter an Email Subject.
- Write the message content in the text area.
- For WhatsApp — plain text editor.
- For Email — rich text editor with formatting options (Bold, Italic, Underline, Strikethrough, lists, alignment, links, etc.).
- Use placeholders from the reference section below the text area (see Placeholders below).
- Click Save.
Placeholders
Placeholders are automatically replaced with actual values when the template is used on the Send page or triggered via Automation.
| Category | Placeholder | Replaced With |
|---|---|---|
| Month | {PREVIOUS_MONTH} | Previous month name |
{CURRENT_MONTH} | Current month name | |
{NEXT_MONTH} | Next month name | |
| Quarter | {PREVIOUS_QUARTER} | Previous quarter (e.g. Jan-Mar 26) |
{CURRENT_QUARTER} | Current quarter | |
{NEXT_QUARTER} | Next quarter | |
| Fiscal Year | {PREVIOUS_FY} | Previous fiscal year |
{CURRENT_FY} | Current fiscal year | |
{NEXT_FY} | Next fiscal year | |
| Per Recipient | {CONTACT_PERSON_NAME} | Contact person's name |
Tip: Use
{CONTACT_PERSON_NAME}to personalise each message with the recipient's name automatically.
Actions
| Action | Description |
|---|---|
| Edit | Modify the template name or content |
| Delete | Permanently remove the template |