Speed up your outreach with ready-to-send messages
Sending the same types of messages over and over takes time. Message templates in Officaid give you pre-written starting points for common WhatsApp conversations. Select a template, add your details, and send. What used to take minutes now takes seconds.
What Are Message Templates?
Message templates are pre-written messages that appear when you use the WhatsApp Message feature. Instead of typing from scratch every time, you select a template and the message field is automatically populated with text that includes the contact's name.
Templates help you:
- Save time on repetitive messages
- Stay consistent in your communication style
- Start with context by automatically including the contact's name
- Respond quickly when time is limited
Available Templates
Officaid provides templates for common business scenarios:
Custom Message (Default)
Start with a blank message and write whatever you need. This is selected by default when you open the WhatsApp Message panel.
Follow up
Pre-fills: "Hi [Contact Name], Following up our recent discussion."
Use this after a meeting or conversation to keep the momentum going. Add details about what you discussed or next steps.
Meeting
Pre-fills: "Hi [Contact Name], reminding our meeting"
Use this to remind or confirm a meeting. Add the date, time, and location to complete the message.
Thank you
Pre-fills: "Hi [Contact Name], thanks a lot for your time and inputs!"
Use this to express gratitude after a meeting, purchase, or helpful conversation. Add specific details about what you're thankful for.
Using a Template
- 1 Navigate to a contact's profile
- 2 Click WhatsApp Message in the Quick Actions panel
- 3 Click the Message Template dropdown (Custom Message is selected by default)
- 4 Select a template (Follow up, Meeting, or Thank you)
- 5 The Message field is pre-filled with the template text and the contact's name
- 6 Add to or edit the message to complete your thought
- 7 Send via QR code or WA Web Link, then save the activity
Adding to Templates
Templates are designed to be starting points. After selecting a template, add your own details to complete the message:
- Follow up - Add what you discussed and any action items
- Meeting - Add the date, time, and location
- Thank you - Add specific details about what you appreciated
For example, if using the Meeting template, you might expand it to:
"Hi John, reminding our meeting tomorrow at 2pm at the downtown office. Looking forward to seeing you!"
When to Use Each Template
Follow up works best for:
- After an initial meeting or call
- Checking in on a proposal you sent
- Reconnecting after some time has passed
- Continuing a conversation that went quiet
Meeting works best for:
- Reminding someone of an upcoming meeting
- Confirming arrangements
- Sharing meeting details
- Rescheduling a planned meeting
Thank you works best for:
- After receiving a referral
- Following a successful deal or purchase
- When someone has been helpful
- Acknowledging a productive meeting
Frequently Asked Questions
Yes. When you select a template, it automatically pre-fills with the contact's name, so your message feels personal right from the start.
Yes. After selecting a template, the message appears in the Message field where you can add to it or edit it freely. Templates are starting points that you can customize for each conversation.
Custom Message gives you a blank starting point, which is useful when you need to write something specific. If you prefer to start with a template, simply select one from the dropdown.
What's Next?
Continue exploring Officaid's interaction features:
- Tracking vs Not Tracking Contacts - Configure which contacts to monitor for engagement
- Sending a WhatsApp Message - Learn the full WhatsApp messaging workflow
- Sending an Email from Officaid - Reach out via email directly from contact profiles