Templates and Design
Open Templates, choose SMS and create a template with a recognizable name and reusable message. Include the contact fields you need for personalization, save it and review it in the campaign composer before sending.
Insert the appropriate merge tags into the SMS template and keep the surrounding message clear. Check that the selected audience contains the matching fields and review the final message length when those fields are populated.
Use the email editor’s personalization or merge-tag controls to insert contact fields into the template. Combine a recognizable design with useful customer context, then preview the result using representative contact data.
Open Templates and select Email. Create a design with your brand, clear content blocks and a focused call to action, then save it with a name your team can recognize. Select the template in the email workflow and review the final content before launch.
Open Templates and select the template you want to manage. Review its status and use the available activation or pause control to change whether it is available to the workflow.
Before changing the status, check the campaigns or journeys that use it. After saving, confirm the updated status in the list and review any dependent workflow.