How do I use campaign templates?

Last updated: November 5, 2026

Campaign templates help you reuse common message and campaign setups so you can create campaigns faster and keep messaging consistent.

Use a campaign template

  1. Open Campaigns.

  2. Select Create campaign.

  3. Browse the template modal if templates are available.

  4. Use filters such as channel, industry, use case, or event to find the right template.

  5. Select a template.

  6. Customize the message, audience, and settings for the current campaign.

  7. Save, send, or schedule the campaign when ready.

Create a campaign template

  1. Open Campaigns → Templates.

  2. Select Create template.

  3. Choose the template type, such as SMS, email, or WhatsApp.

  4. Complete the template basic info.

  5. Add reusable message content.

  6. Add variables or placeholders for details that change each time.

  7. Add optional audience, schedule, settings, or automations if needed.

  8. Save the template.

Tips

  • Use descriptive names so templates are easy to find.

  • Keep templates reusable and avoid one-off details.

  • Use variables instead of hard-coded customer details.

  • Review templates periodically so messaging stays current.

Troubleshooting

  • If a template does not appear, clear filters or check that it matches the selected channel.

  • If a template will not save, confirm required fields such as name, channel, and message content are complete.

  • If a template has outdated content, edit it from the Templates page.