From now on, you may send recurring messages in a single click. Best part? You can make them personalized with variables so your customers would not even suspect that they're actually templates!

How to create templates

  1. Open Cooby Extension
  2. Click on the the Templates icon found on the navigation bar
  3. Create new templates by clicking on the "+" icon
  4. Personalize your templates with variables. Choose between:
  • {{display_name}} - individual contact or group chat name saved on your device
  • {{whatsapp_name}} - WhatsApp user's chosen name in their profile
Note: Templates currently does not support multi-media files (e.g. documents, pdfs, etc).

How to send templates

  1. Open a conversation that you wish to send a template to
  2. Click on the Templates button found on the navigation bar
  3. Select template that you wish to use
  4. Before sending, you may further customize and personalize the template to best suit your use case.
  5. You can also sort chats into custom tabs and the contacts will be automatically grouped in that tab after sending.

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly shoot us a WhatsApp message at +14159699946 or email us at support@cooby.co 💜

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