When is variable mapping required?

When is variable mapping required?

Variable mapping is only required if your chosen WhatsApp template includes placeholders (e.g., , ).
If your template contains no variables, the mapping step is skipped automatically—you go straight to contact upload.


📊 Decision Flow

Does your template contain variables (e.g., , )?

What Happens

No

Skip variable mapping → Proceed directly to contact upload & scheduling

Yes

Variable Mapping Screen appears → Match each placeholder to a column in your Excel/CSV


🧭 When You’ll See the Variable Mapping Screen

You’ll encounter the mapping step if:

  1. The template preview shows placeholders like .
  2. You’ve uploaded an Excel or CSV audience file.

On this screen, you must:

  • Match each template variable () to a column header (e.g., customer_name).
  • Optionally set fallback values (e.g., “Customer”) for missing data.
  • Preview the first few rows to confirm correct personalization.

⚠️ Edge Cases & Exceptions

Scenario

System Behavior

Fix

Template has no variables

Mapping step is skipped

None needed

Upload missing mapped columns

Error shown → prompts upload of correct file

Add missing headers

Variables left unmapped

Messages won’t send → error displayed

Map all variables or set fallbacks

Extra columns in file

Ignored

No action needed


✅ Outcome & Confirmation

  • After mapping, the Preview Panel updates with real values or fallbacks.
  • A confirmation message appears:“Variables mapped successfully — preview updated.”

🧠 Best Practices

  • Always preview with multiple rows to catch mismatches.
  • Use clear column names (name, amount, due_date) that map easily to placeholders.
  • Define fallback values for critical variables (e.g., “Customer” if Name is blank).
  • If no variables exist, skip mapping and focus on audience quality instead.

Summary:

  • Templates with variables → Mapping step required.
  • Templates without variables → Step skipped.
  • Proper mapping ensures smooth personalization and prevents send failures.

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