Introduction to Promotional Templates

Promotional templates are the reusable messages, across Email, WhatsApp, SMS, and Push, that your campaigns and workflows send. You build a template once here, then select it when you send. This article explains the essentials.

Where promotional templates live

They sit under Marketing → Promotional Templates in the left-hand menu.

The four channels

You can create templates for:

• Email
• WhatsApp
• SMS
• Push notifications

Each channel has its own builder suited to its format (for example, an email has a subject line; SMS shows a character count).

Promotional vs system templates

There are two families of template, and this module covers only one:

• Promotional templates (this module): marketing messages used by Campaigns and Workflows.
• System templates: transactional notifications (enrollment confirmations, reminders, and so on), managed separately under Settings.

Where templates are used

A promotional template becomes selectable when you build:

• A Campaign (choose a template for the campaign's channel).
• A Workflow message step.

You can also create a template on the fly from inside a campaign or workflow using their "Add Template" option, which opens the same builder.

Integrations you need

Because these send real messages, most channels require a connected promotional integration:

• Email: an integration is required.
• WhatsApp: an integration is required.
• SMS: an integration is optional.
• Push: no separate integration selector.

If a channel's integration is missing, you will be prompted to set it up in settings.

Permissions

• View templates: template read access.
• Create and edit: template write access.

Admins have full access. Add and edit actions are hidden without write access.

What's next

Start with the channel you need: Email Templates, WhatsApp Templates, or SMS & Push Templates. To manage templates and use placeholders, see Managing Templates & Using Placeholders.