Message Templates
Reusable, versioned message designs for each channel, with personalization placeholders and a test send.
A message template is a ready-made message you design once and reuse whenever you need it. Each template is built for the channels you use — email, SMS, push, and chat apps — so the same idea lands well everywhere. Templates save time and keep your messaging consistent.
You use templates inside campaigns, and they go out over the channels you have on.
What a template holds
A template can include the wording for each channel you plan to use:
| Channel | What you write |
|---|---|
| A subject line and the email body. | |
| SMS | A short text body. |
| Push | A title and a short body. |
| Chat apps | A message body for WhatsApp, Telegram, Slack, or Discord. |
Personalization placeholders
You can drop in placeholders that fill in automatically for each person — so a single template feels personal to everyone who gets it. For example:
- The learner's name.
- A course title.
When the message goes out, each placeholder is replaced with that person's real details — for example, "Hi Aisha, your spot in Photography Basics is confirmed."
Choose a message type
Each template has a type that shapes how it is treated:
- Transactional — essential account messages (receipts, confirmations). These are not treated as promotions.
- Marketing — promotions and offers. These always include an unsubscribe option and follow stricter sending limits.
- Announcement — general updates to a group.
The type affects sending limits and whether an opt-out is required, which helps keep your messaging compliant. See notification preferences for how learners opt in and out by type.
Versions
Templates are versioned. When you update a template, the earlier version is kept, so you can see what changed and roll back if needed. This is helpful when several people work on the same messages.
How to create a template
- Go to Admin → Communication → Templates.
- Click New Template.
- Give it a clear name and choose its type.
- Write the content for each channel you plan to use.
- Add any placeholders for personalization.
- Click Send test to preview it (see below).
- Click Save.
Send a test
Before you use a template in a real campaign, use Send test to deliver a sample to yourself. Check that it reads well, the placeholders fill in correctly, and links work on each channel.
Good to know
- Keep SMS and push bodies short — they have little room, so lead with the key point.
- Reuse one well-tested template across many campaigns instead of rewriting each time.
- Set the right type: marking a promotion as transactional to dodge unsubscribe rules is not allowed and harms trust.