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What is Templates Manager?

What is Templates Manager?

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3 mins READ

Templates are designed to maintain consistency and conformity with brand guidelines. These templates are created by admins and can be utilized for marketing campaigns, notifications, email templates, etc.

Multi-Channel Template Support

Our Template Manager supports various communication channels to meet all your campaign needs:

  1. Email: Create professional email templates for marketing campaigns

  2. WhatsApp: Design message templates for WhatsApp Business communications

  3. SMS: Develop text message templates for concise communications

  4. Prompt: Set up prompt templates for interactive engagements

Template Variables

Define custom variables that can be dynamically populated when using the template in campaigns. This feature allows personalization at scale, ensuring each recipient receives relevant content tailored specifically to them.

How to Use Template Manager?

Creating a New Template:

  1. Navigate to the Templates section and click "New Template"

  2. Fill in the basic template information:

    • Name your template (e.g., "Email Marketing Campaign")

    • Select the associated project from the dropdown

    • Choose the template type (Email, WhatsApp, SMS, or Prompt)

  3. Use the editor to design your template content

  4. Add any necessary template variables and schema properties

  5. Click "Create" to save your template

Implementing Variables

The system supports dynamic content insertion through variables, allowing personalization at scale. Users can define custom variables that will be populated with recipient-specific information during campaign execution.

  1. Define variables in the Template Variables section

  2. Insert variables into your template content using the appropriate syntax

  3. When the template is used in a campaign, these variables will be replaced with actual values

Create an Email Template

  1. Template Naming: Assign a unique identifier that will appear in the template library

  2. Communication Channel Selection: Users can specify the delivery method (Email, WhatsApp, SMS, or Prompt)

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FAQs

What’s the difference between notifications and email templates?

Notifications are real-time updates delivered via Mobile, Platform, or Email, while email templates are customizable messages sent through the Email channel for specific events.

What are template variables and how do they work?

Template variables are placeholders in your content that will be automatically populated with recipient-specific information when the campaign is sent. For example, a variable like {{File_Name}} would be replaced with each URL.

Can I create my own custom variables?

Yes, you can define custom variables in the Template Variables section. These can then be inserted into your template content and will be populated from your data source while execution.