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How to personalize WhatsApp campaigns with Excel variables

A loyalty offer should differ by customer: their name, their code and a bigger discount for regulars. One message with variables and a condition does all of it.

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Step by step

  1. Put each detail in its own column: Phone, Name, Points, Code. The header text becomes the variable: Points is [points].
  2. Use a fallback for cells that may be empty: [name|friend].
  3. Add a condition: [if points>=10?you get 20% off|you get 10% off]. Operators: =, !=, >, <, >=, <= and contains.
  4. Add wording variation such as {Hi|Hello} so messages do not all read the same.
  5. Preview the customers on both sides of the condition (exactly 10 points passes >=10) before sending.

Sample spreadsheet

PhoneNamePointsCode
12025550101Mona12MONA20
12025550102Omar4OMAR10
12025550103Sara10SARA20

Paste this message into the campaign:

{Hi|Hello} [name|friend], [if points>=10?you get 20% off|you get 10% off]. Use code *[code]* at checkout.

What customers receive

Mona (12 points) and Sara (10 points) get 20% off; Omar (4 points) gets 10% off — each with their own code.

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