Save a reusable campaign message
Keep message texts you reuse in campaigns, so a new campaign can start from one.
Where to find it
Campaigns › Message campaigns › Templates
Open this screen
Steps
- Open Campaigns › Message campaigns and choose the “Templates” tab.
- Press “New template” (owners, admins and managers).
- Enter the “Name” and the “Message”. {name} becomes each person's name.
- Press “Create”. The template is listed with its type and message.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Name | Required. | — |
| Message | The text. A line telling people how to stop is added when the campaign is sent. | — |
| Type | Marketing, Utility or Onboarding, shown on each template. | Marketing |
Troubleshooting
Creating shows “Give the template a name.”
Type a name first.
Creating shows “This organisation has reached its template limit.”
Your organisation has 200 campaign templates; reuse or remove some first.
Tips
- For SMS and chat templates checked for opt-out lines, prices and phone numbers, use Campaigns › Message templates.
Good to know
- Templates only fill the message box; saving one sends nothing.
Related how-tos
- Message campaigns Message the people who have already talked to your organisation on a chat channel, and keep your call campaigns, templates and unsubscribes in one place.
- Write a new message campaign Switched off until an operator turns it on Choose who receives it, how replies are handled and the message, then save it as a draft or send it when sending is on.
- Message templates Keep SMS and chat templates for your type of business: start from a sample, build your own library, or draft with AI.