Message templates

A template is the text the platform sends when an event happens (welcome, prize, password reset…). Menu: Marketing › Messaging › Templates.

Availability

Message templates permission (create, edit and delete have their own permissions) · Edition: all

List

Search with Search..., refresh with Refresh and create with Create New.

Column	What it is	Notes
Name	Internal name
Channel	Channel the template is written for	Email, WhatsApp, Telegram, SMS, Push or InApp
Message Type	Event that triggers it	See below
Active	Whether it is used
Language Code	Template language

Under Actions you have Edit and Delete.

Create / edit

Field	What it is	Notes
Name	Template name	Required
Channel	Delivery channel
Message Type	Event it responds to
Subject	Message subject	Mainly used in email
Body	Text in Markdown	Up to 4,000 characters
Active	Turns the template on or off
Language Code	Language	Empty = no specific language
Loyalty Program	Limits the template to one programme	Optional
Campaign	Limits the template to one campaign	Optional

About the body:

• The toolbar inserts bold, italic, strikethrough, link and lists.
• Click a variable (for example {{FirstName}}) to insert it. By default FirstName, LastName and Phone are available.
• Preview opens a preview next to the editor.
• Markdown is adapted to each channel: WhatsApp uses *bold*, Telegram native Markdown, email HTML, and SMS or Push plain text.

Message types

The types are: Welcome, TransactionConfirmation, PointsExpiring, LevelUp, CampaignPromotion, RewardAvailable, GameInvitation, StreakReminder, Custom, EvidenceApproved, EvidenceRejected, TierGraceStarted, TierRecovered, TierDemoted, RaffleWinner, CashbackPayoutRequired, InstantWinWon, InstantWinClaimed, Field rep invitation and Participant password reset. Almost all of them appear untranslated in the dropdown.

Participant password reset

This is the message landing participants receive when they ask for a new password. It only supports the Email channel.

• Variables: {{CampaignName}}, {{Alias}}, {{ResetLink}} and {{ExpiresInMinutes}}.
• If you do not include {{ResetLink}}, the link is added at the end.
• Assign a Campaign to use the template only for that campaign. Create one per language (es, it, en): it is chosen according to the landing's language.

Field rep invitation

Email message to invite a field rep. Variables: {{RepName}}, {{RepSurname}}, {{RepFullName}}, {{UserName}}, {{InvitationLink}}, {{ExpiresInHours}}, {{BrandName}}, {{BrandLogoUrl}} and {{TenantName}}. Without {{InvitationLink}}, the button is added at the end. Without a campaign it applies to all field reps; with a brand's campaign, only to that brand's reps.

Statuses and limits

• An inactive template is not used.
• WhatsApp templates for messaging first also need Meta approval; see WhatsApp.

Permissions

Action	Permission (UI text)	Technical id
View templates	Message templates	Pages.Communications.Templates
Create	Creating Template	Pages.Communications.Templates.Create
Edit	Editing Template	Pages.Communications.Templates.Edit
Delete	Deleting Template	Pages.Communications.Templates.Delete

Related

• Concept: Communications
• Guide: Set up channels and templates
• Channels · Messages and errors