Template Overview

Create reusable, professional message templates for all your marketing channels. Templates save time, ensure consistency, and enable personalization at scale across email, WhatsApp, and SMS campaigns.

Channel-Specific Guides

Get detailed, step-by-step instructions for creating templates for each channel:

Channel	Guide	Best For	Approval Required
📧 Email	Email Templates Guide →	Newsletters, promotions, transactional	No
💬 WhatsApp	WhatsApp Templates Guide →	Rich media messages, interactive content	Yes (Meta approval)
📱 SMS	SMS Templates Guide →	Short alerts, reminders, confirmations	No

Each guide covers:

• Template creation process
• Design best practices
• Personalization techniques
• Testing and preview
• Common mistakes to avoid

Template Types

Type	Channel	Features	Use Cases
Email	Email delivery	Visual editor, HTML/CSS, drag-drop blocks, images, buttons	Newsletters, product launches, onboarding
WhatsApp	WhatsApp Business	Header media, body text, footer, quick reply buttons, CTA buttons	Order updates, appointment reminders, promotions
SMS	Text messages	Plain text, 160 char limit, link tracking	OTPs, delivery alerts, flash sales

Why Use Templates?

1. Save Time

• Create once, reuse unlimited times
• No need to design from scratch for every campaign
• Quick campaign launches

2. Maintain Consistency

• Brand colors and fonts
• Consistent messaging tone
• Professional appearance

3. Enable Personalization

• Use merge tags for dynamic content
• Personalize for each recipient
• Higher engagement rates

4. Improve Performance

• A/B test different variations
• Optimize based on data
• Reuse high-performing templates

Quick Start

Email Templates (5 Minutes)

1. Go to Channel → Templates
2. Click + New Template → Select Email
3. Choose starting point:
   • Blank Canvas: Start from scratch
   • Pre-built Templates: Use library templates
4. Design your email using visual editor
5. Add merge tags for personalization
6. Preview and test
7. Save template

Detailed Email Templates Guide →

WhatsApp Templates (10 Minutes + Approval Time)

1. Go to Channel → Templates
2. Click + New Template → Select WhatsApp
3. Design template following Meta guidelines:
   • Header (optional): Text, image, video, or document
   • Body (required): Message text with variables
   • Footer (optional): Small text at bottom
   • Buttons (optional): Quick replies or CTAs
4. Submit for Meta approval (1-24 hours)
5. Use once approved

Detailed WhatsApp Templates Guide →

SMS Templates (2 Minutes)

1. Go to Channel → Templates
2. Click + New Template → Select SMS
3. Write message (aim for 160 characters)
4. Add merge tags for personalization
5. Include opt-out text
6. Save template

Detailed SMS Templates Guide →

Personalization with Merge Tags

Merge tags dynamically insert contact data into your templates:

Basic Merge Tags:

Hi {{contact.first_name}},

Your order #{{deal.id}} from {{company.name}} is confirmed!

Thanks,
{{user.first_name}}

Available Merge Tags:

• Contact fields: first_name, email, phone
• Company fields: name, industry
• Deal fields: value, stage
• User fields: name, email
• Custom fields: Any custom field names you've created

Fallback Values:

You can provide default values for empty fields. For example, if first_name is empty, you can display "Hi there," instead of leaving it blank.

Template Management

Organizing Templates

Use Naming Conventions:

• [Channel] - [Type] - [Purpose]
• Examples:
  • Email - Newsletter - Weekly Update
  • WhatsApp - Transactional - Order Confirmation
  • SMS - Promotional - Flash Sale

Use Tags:

• Tag by campaign type: newsletter, promotional, transactional
• Tag by product: product-a, product-b
• Tag by season: holiday, summer-sale

Version Control

• Duplicate templates before making major changes
• Name versions: Template Name v2, Template Name v3
• Keep old versions for reference
• A/B test new versions before replacing

Template Library

Pre-built Templates Available:

• Welcome emails
• Abandoned cart reminders
• Order confirmations
• Appointment reminders
• Newsletter layouts
• Promotional announcements
• Survey invitations

Best Practices

Email Templates

Design:

• Single column layout for mobile
• Maximum width: 600px
• Font size: 14px minimum
• Clear hierarchy (heading → body → CTA)

Content:

• One primary CTA per email
• Alt text for all images
• Plain text version included
• Unsubscribe link (required)

Testing:

• Preview on desktop and mobile
• Test in multiple email clients
• Send test emails to team
• Check all links work

WhatsApp Templates

Meta Requirements:

• Follow template guidelines strictly
• Avoid spammy language
• Include opt-out option
• Use proper variable syntax

Variables:

• Keep generic (no specific offers in template)
• Use proper numbering: {{1}}, {{2}}, {{3}}
• Map variables in campaign

Approval:

• Submit during business hours
• Check for rejection reasons
• Resubmit with corrections if needed

SMS Templates

Character Limits:

• 160 characters = 1 SMS
• 161-306 characters = 2 SMS
• 307-459 characters = 3 SMS

Content:

• Include brand name
• Use shortened URLs
• Clear call-to-action
• Opt-out instructions: "Reply STOP to unsubscribe"

Template Analytics

Track how your templates perform:

Email Metrics:

• Open rate by template
• Click rate by template
• Conversion rate
• Unsubscribe rate

WhatsApp Metrics:

• Delivery rate
• Read rate
• Reply rate
• Button click rate

SMS Metrics:

• Delivery rate
• Click rate (for links)
• Conversion rate

Optimize Templates:

1. Identify low-performing templates
2. A/B test variations
3. Update based on data
4. Archive unused templates

Common Mistakes to Avoid

1. Too Much Text

• Keep emails concise
• Use bullet points
• Break up long paragraphs
• Get to the point quickly

2. Missing Mobile Optimization

• 60% of emails opened on mobile
• Test on small screens
• Use responsive design
• Large, tappable buttons

3. No Clear CTA

• Every template needs a purpose
• One primary action
• Make CTA stand out
• Action-oriented text

4. Forgetting Personalization

• Generic templates feel cold
• Use at least first name
• Segment-specific content
• Relevant to recipient

5. Not Testing

• Always send test emails
• Check on different devices
• Test all links and buttons
• Preview with sample data

Permissions

Permission	Description
View Templates	See template library
Create Templates	Design new templates
Edit Templates	Modify existing templates
Delete Templates	Remove templates
Submit for Approval	Submit WhatsApp templates to Meta

Related

• Campaigns - Use templates in campaigns
• Segments - Target specific audiences
• Assets - Manage images and files for templates
• Personalization Guide - Advanced merge tag techniques