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Template Editor

Overview​

The Template Editor is where you compose and configure the content of a message template. You can write the message text, insert dynamic variables (such as the contact's name), and attach a media file (image, video, or document). The editor includes a live preview of how the message will appear to recipients.

How to Access​

  • Navigate to Tools > Templates, then click on a template
  • Required role: Admin

Interface Overview​

The Template Editor displays:

  • A Name field for the template
  • A Message text area for composing the message body
  • A Variables feature for inserting dynamic content (activated by typing [)
  • A Media upload area for attaching a file
  • A Preview panel showing how the message will look
  • Save and Back buttons

Features & Actions​

Edit the Template Name​

What it does: Changes the display name of the template.

Steps:

  1. Click on the Name field
  2. Type the new name
  3. Click Save to apply

Compose the Message​

What it does: Writes or edits the text content of the template message.

Steps:

  1. Click on the Message text area
  2. Type your message
  3. To insert a variable, type [ to open the variable selector
  4. Select a variable from the dropdown (e.g., contact name, phone number, custom properties)
  5. The variable placeholder is inserted into the message
  6. Click Save to apply

Important notes:

  • Variables are dynamic placeholders that are replaced with actual values when the message is sent
  • Type [ (opening bracket) to trigger the variable selector
  • Available variables depend on your account's contact properties and custom fields

Attach a Media File​

What it does: Adds an image, video, or document to the template that will be sent along with the message.

Steps:

  1. Click the upload area or drag and drop a file
  2. The file is uploaded and a preview is shown
  3. Supported file types include images (JPG, PNG), videos (MP4), and documents (PDF)
  4. Click Save to apply

Important notes:

  • Maximum file size: 20 MB
  • Only one media file can be attached per template
  • The preview panel shows how the media will appear to recipients
  • To remove the media, click the remove or clear button on the uploaded file

Preview the Message​

What it does: Shows a live preview of how the template message will appear to recipients, including text and media.

Steps:

  1. As you type the message and attach media, the preview panel updates in real time
  2. Variable placeholders are shown as-is in the preview (they are replaced with actual values when sent)

Save the Template​

What it does: Saves all changes to the template, including name, message text, variables, and media.

Steps:

  1. Click the Save button
  2. The template is saved and you receive a confirmation

Fields Reference​

FieldDescriptionRequiredNotes
NameDisplay name for the templateYesMust not be empty
MessageThe text content of the messageYesSupports variable placeholders
Media FileAn attached image, video, or documentNoMax 20 MB, one file per template

Important Notes​

  • Variables are inserted as placeholders and resolved at send time based on the recipient's contact information
  • Type [ in the message area to trigger the variable selector with available fields

FAQ​

Q: What variables can I use in templates? A: Available variables include contact fields (name, phone number, email) and any custom properties configured in your account. Type [ in the message area to see all available options.

Q: Can I use the same template in both workflows and broadcasts? A: Yes. Templates are reusable across workflows (Template Message step) and broadcast campaigns.

Q: What file types can I attach? A: You can attach images (JPG, PNG), videos (MP4), and documents (PDF) up to 20 MB in size.

Q: How do variable placeholders look when the message is sent? A: Placeholders are replaced with actual values. For example, a placeholder for the contact's name would display the recipient's actual name in the sent message.