Replied Entering my client name into my template

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Hello. I get that I need to use {{1}} and then enter a sample for this however, when sending the approved template out how do I get the {{1}} to enter my client's first name dynamically rather than inserting the sample entry? At this time when I send out a template to my client I am having to insert their name in manually and overwrite the sample entry.
Thanks
 

Preeti Paryani

Well-known member
Staff member
Hey @robwhite3uk,

Thank you for reaching out.

It appears that you are currently sending the template from the Chat Inbox section. In this case, template parameters (like {{1}}) need to be filled in manually each time while sending, which is why you are seeing the sample value.

To make this dynamic, you can:
  • Save the client’s name in a Contact Custom Field (e.g., Name)
  • Then use that custom field while sending the template instead of manually entering the value
This way, the name will be picked dynamically without needing manual input each time.

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If you are planning to send templates via automation (Flows/Campaigns), please let us know so we can guide you accordingly.
 
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