Stop rewriting the same messages. Templates let you save your best-performing messages and reuse them with one click — perfect for teams and recurring campaigns.
Creating a Template
- Go to Templates
- Click Create Template
- Fill in:
- Name — a descriptive label (e.g. "Payment Reminder")
- Industry — category like Church, School, Loan, Retail, Health, or General
- Use case — a short description (e.g. "Weekly service reminder")
- Message body — your message text with variables
- Click Save Template
Using Templates
Each template card shows two action buttons:
- "Use in Campaign" — opens the campaign creation form with the message pre-filled
- "Use in Recurring" — opens the recurring campaign form with the message pre-filled
You can also clone an existing template to create a variation, or use the built-in system templates as starting points.
Template Ideas by Industry
Healthcare
- Appointment reminders
- Lab results ready
- Prescription refill alerts
Hospitality
- Booking confirmations
- Check-in reminders
- Post-stay thank you
NGOs
- Event invitations
- Volunteer reminders
- Donation thank you
Team benefit: Templates ensure everyone on your team sends consistent, on-brand messages. No more typos or off-message communications.