Message Templates

A template is a saved subject and body you can reuse instead of writing the same message from scratch every time, useful for welcome messages, class reminders, and payment follow-ups. Templates live in the Templates tab of Messages, alongside your Inbox and Outbox.

Any template can be picked from the Templates button when sending a message or broadcast — it pre-fills the subject and content, which you can still edit before sending.

Two ways to build a template

• Rich Text — a single rich-text box for the subject and one for the body, with bold, italic, links, lists, and placeholders. Works for both email and SMS. See Create a Template.
• Email Builder — a visual, drag-and-drop layout made of blocks (text, images, buttons, columns, and more), for a more polished, newsletter-style email. Email-only, it can’t be used for SMS. See Build with the Email Builder.

Choose an editor when creating the template. You can switch editors while editing an unlocked template, but review the content in the selected editor before saving. Switching is not a promise that a visual layout will be converted into equivalent rich text.

Caution

If you plan to reuse a template for both email and SMS broadcasts, use Rich Text. An Email Builder template can only be used when sending by email — it’s not available if any recipient would receive the message by SMS.

Managing templates

From the Templates tab you can create, edit, rename, and delete templates. Deleting a template doesn’t affect messages you’ve already sent using it. Past messages keep their own copy of what was actually sent, so editing or deleting a template later never changes something you already sent.

Next steps

Create a template Build a reusable message with the Rich Text editor.

Build with the Email Builder Design a richer, visual email using blocks and saved sections.

Message placeholders Every dynamic value you can insert into a template.

Send a broadcast Use a template when messaging a program or group.