WhatsApp Templates: Custom Fields by Default

WhatsApp Templates: Custom Fields by Default

In Vixiees you can create WhatsApp templates that automatically personalize with specific information for each contact. Custom fields are filled in real time, making each message unique and relevant.

1. Create a Template with Variable Fields

In Vixiees:

1. Go to Settings > Templates > WhatsApp
2. Click on New template
3. Write content using {{field_name}} syntax

Template example:

Hi {{name}},

Your appointment is confirmed for {{appointment_date}} at {{appointment_time}}.

Agent: {{assigned_agent}}
Phone: {{company_phone}}

Do you need to change anything?

Each {{field}} will be replaced automatically when the message is sent.

2. Assign Custom Fields to the Template

When you save, Vixiees automatically detects fields between {{}}.

For each field, map:

• {{name}} → Standard field Contact name
• {{appointment_date}} → Custom field Appointment date
• {{appointment_time}} → Custom field Appointment time
• {{assigned_agent}} → Custom field Responsible agent
• {{company_phone}} → Custom field Contact phone

On the mapping screen, select which exact field from the contact to get each value from.

3. Configure Default Values

If a contact doesn't have information in a field, you can define what happens:

Option A: Use a generic default value

{{name|default:Dear customer}}
{{appointment_time|default:will be confirmed soon}}

If the field is empty, the text between pipes will be shown.

Option B: Mark field as required

{{name|required}}

The template will NOT be sent if this field is empty (protects message quality).

Option C: Omit if empty

{{observations|optional}}

If empty, this line simply doesn't appear.

4. Use the Template in Workflows

Once created and configured, the personalized template sends automatically:

Confirmation workflow:

If [event: task completed] → 
  Send template: "Appointment confirmed"
  Personalize with: name, appointment_date, appointment_time
  If field empty → use default

Reminder workflow:

If [24h before {{appointment_date}}] →
  Send template: "Appointment reminder"
  Personalize with: name, appointment_time, assigned_agent

The system automatically replaces each {{field}} with contact data.

5. Validation and Sending

Before sending the template:

1. The system validates that all required fields are completed
2. For fields with default values, they auto-fill if information is missing
3. Only sends if it passes validation

In the send log you'll see:

• Sent to John Garcia (name: John, date: 2026-08-10, time: 3:00 PM)
• Sent to Maria Lopez with default in appointment_time
• Not sent to Carlos - missing name (required field)

Conclusion

Custom fields in WhatsApp templates create a closer and more relevant experience for each contact. Combined with default values, they ensure that the message is always valid and useful, even if information is missing.

Relevant scenarios

• Appointment confirmation: Name, date, time, agent → Increases 80% confirmation rate
• Reminder: Name, event, next date, confirmation link → Reduces no-shows
• Sales follow-up: Name, product, special price, discount code → Personalizes offer
• Satisfaction survey: Name, company, previous score, survey link → Contextual feedback
• Payment recovery: Name, amount, due date, secure payment link → Clear collection