Map template variables to contact fields
Map every template variable to a contact field such as name, phone or a custom field. Give optional fields a fixed fallback value.
Map every template variable to a contact field such as name, phone or a custom field. Give optional fields a fixed fallback value. Confirm that Preview contains no raw braces or empty variables.
Before you start
- An opted-in target list and the correct WhatsApp line
- An approved message template
Step by step
Open Projects → Preview and Test
Go to Projects → Preview and Test from the main menu. Confirm that the selected record matches the task you are about to complete.
Map template variables to contact fields
Map every template variable to a contact field such as name, phone or a custom field. Give optional fields a fixed fallback value.
Check the result
Confirm that Preview contains no raw braces or empty variables.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
