2.3 Setting up message templates (WhatsApp & Email)

Your booth team can send personalised follow-up emails and WhatsApp messages right from the app. The templates they use are configured by you in the console.

Default templates

Helpie comes with a default Thank You email template and a default Thank You WhatsApp template. These are ready to use out of the box.

You can use them as-is, customise them, or create entirely new templates.

Creating or editing a template

1. Go to App Content → Message Templates in the console.

2. Click + Create Message Template (or click the edit icon on an existing one).

3. Choose the channel: Email or WhatsApp.

4. Write your message. Use variables to personalise automatically.

5. Enable the template using the toggle so it’s visible to your team in the app.

Available variables

Variables pull data from each interaction and insert it into the message automatically:

• {{Company Name}} for current Company Name

• {{User Name}} for logged in User Name

• {{Event Name}} for Event Name

• {{Follow-up Action}} for Follow-up Action

• {{User's Mobile Number}} for Mobile Number

• {{Contact Name}} for Contact Name

Example: “Hi {{Contact Name}}, it was great meeting you at {{event_name}}. I’d love to continue our conversation about...”

Enabling and disabling templates

Each template has a toggle in the console. Only enabled templates are visible to your team in the app. You can have multiple templates active at once — your team chooses which one to use when sending.

Pro tip: Keep templates short and personal. A 2–3 sentence thank-you message sent within minutes of meeting someone is far more effective than a long email sent days later.

Next steps

• Adding and managing users (2.4)

• How email and WhatsApp follow-ups work in the app (2.10)

Still need help?

Email us at prioritysupport@helpie.io or call +91 98206 08561.