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Message templates in Periskope are not related to WhatsApp Business API templates and do not require any prior approval.

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Variables

Variables let you personalize a bulk message for each recipient — inserting values like a contact’s name, company, or any custom field into the message text. You can see exactly what each contact will receive in a live preview before you send.

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Adding Variables to a Message

1

Navigate to the Draft Message screen

Go to Bulk messages > New bulk message, select your contacts, and proceed to the Draft Message step.
2

Add a variable

Click the {} button in the message toolbar, or type { directly in the message body. Enter a name for the variable and a fallback value. The fallback is used for any contact where you leave the field empty.
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Add a Variable

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Variable Modal

3

Insert the variable into your message

After creating a variable, insert it by selecting it from the pop-up menu that appears when you type {.
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Insert Variable

4

Fill in variable values for each contact

Click Next Step to open the Fill Variables screen. Each contact appears as a row in the table — fill in variable values directly.
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Fill Variables

You can also fill values using a CSV. Download the CSV from the top right corner, fill in values using Google Sheets or Excel, then upload it back.
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Edit CSV File

Do not modify the columns or add/remove rows in the downloaded CSV. If you need to add variables or chats, make those changes in the table first and download a new CSV.

Upload CSV

5

Preview the messages before sending

Click through each contact in the preview panel to see exactly how the final message will look for that recipient, with all variables replaced by their actual values.
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Preview Variables

6

Choose a delivery mode and send

Once happy with the preview, choose a delivery mode and send. See Sending a Bulk Message for delivery options.

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Message Templates

Message templates let you save a drafted message — including variables and attachments — and load it instantly in any future broadcast.

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Saving a Template

1

Draft a message

Write your message in the Draft Message section. You can include text, variables, images, videos, and other attachments.
2

Click Save template

Click the Save template button at the top of the Draft Message screen.
3

Choose a template name

Enter a descriptive name so you can identify it easily later.
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Save Template

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Using a Template

When drafting a new broadcast, click the template picker to load a previously saved message. The message content, variables, and any attachments will be pre-filled.

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Duplicating a Template

You can duplicate an existing template from the template list to create a variation without modifying the original.