How do I use campaign templates in Whippy?

Last updated: November 5, 2026

Use campaign templates to create campaigns faster and keep repeat outreach consistent across your team.

Before you start

  • Confirm the message content is approved for the channel you plan to use.

  • Decide whether the template is for SMS, email, WhatsApp, or another campaign channel.

  • Review any channel-specific requirements before sending a campaign from a template.

Steps

  1. Open Campaigns.

  2. Go to the templates area or choose the template option when creating a campaign.

  3. Select an existing template or create a new reusable campaign template.

  4. Enter the reusable message content.

  5. Review channel, audience, and scheduling settings before using the template in a campaign.

  6. Save the template.

  7. Use the template when creating future campaigns.

Tips

  • Use templates for repeated outreach that should stay consistent.

  • Name templates clearly by channel, audience, or campaign purpose.

  • Review templates regularly so outdated messaging is not reused.

Troubleshooting

  • If a template is not available, confirm the channel and permissions for the user.

  • If a campaign created from a template is missing required fields, complete the audience, channel, or scheduling setup before sending.

  • If a template should not be reused, edit or delete it so teammates do not select it by mistake.