Create templates and personalize messages

Templates keep reusable message content consistent. Convert renders the saved design for a contact or API request and translates supported content for the selected provider. Template identifiers are public IDs such as tpl_..., not a provider's internal component name.

Choose the channel and purpose, write the content, and add the variables the customer-facing message needs. Email templates can store subject, preview text, From name, and Reply-To information. Review both the message design and the sender setup before sending.

Meta templates need approval where the provider requires it. Convert displays the caller-facing values your application must supply and constructs provider-specific components, including authentication copy-code button parameters, internally.

Use template and variables instead of a raw message. A request without channel still defaults to phone-based Smart routing; select email explicitly for an email template.

12345678{
  "to": "+2348012345678",
  "template": "tpl_your_template_id",
  "channel": "whatsapp",
  "purpose": "otp",
  "variables": {"otp": "638492"},
  "test": true
}

Missing required variables return 422 with error_code: "missing_variables" and a missing array. A template from another workspace is unavailable, and an archived template cannot be sent.

variables are send-time values. Store persistent profile information deliberately in custom_fields; do not assume every variable is written to the contact. In particular, one-time verification codes should not become reusable customer profile attributes.

Preview real substitutions. Check a recipient with complete data and one with missing optional data, so greetings, links, and order references remain readable.

Each message action has one content source: select a template or custom content. When a template is selected, its preview replaces the custom subject/body editor. Publishing copies selected content into the immutable workflow version.

Next: send through the API, build a campaign, or configure automation actions.