Templates

Templates give you a head start when creating messages. Choose from professionally designed templates and customize them for your needs.

Using Templates

Select a Template

When creating a new message:

1. Go to Messages and click New Message

2. Choose your message type

3. Browse available templates

4. Click on a template to preview

5. Click Use Template to start with it

Start from Scratch

Prefer a blank canvas?

• Click Start from Scratch or Blank

• Build your message from the ground up

Customize After Selection

Templates are starting points:

• All content is fully editable

• Change colors, text, images

• Modify targeting rules

• Make it your own

Banner Templates

Announcement

Use for: New features, product updates

Text: "📢 New: [Feature Name] is here! Check it out →"
Background: Blue (#3B82F6)
Position: Top
CTA: "Learn More"

Promotional Offer

Use for: Sales, discounts, special offers

Text: "🎉 Limited time: [X]% off all plans"
Background: Purple (#7C3AED)
Position: Top
CTA: "Claim Offer"

Black Friday

Use for: Black Friday/Cyber Monday sales

Text: "🔥 Black Friday Sale: Up to 50% off!"
Background: Black (#000000)
Position: Top
CTA: "Shop Now"

Maintenance Notice

Use for: Scheduled downtime, system updates

Text: "⚠️ Scheduled maintenance: [Date/Time]"
Background: Amber (#F59E0B)
Position: Top
Dismissible: No

Webinar Promotion

Use for: Event registration, webinars

Text: "🎙️ Join our webinar: [Topic] - Register now"
Background: Green (#22C55E)
Position: Top
CTA: "Register"

Cookie Consent

Use for: GDPR compliance, cookie notices

Text: "We use cookies to improve your experience."
Background: Gray (#374151)
Position: Bottom
CTA: "Accept"

Modal Templates

Welcome Message

Use for: New user greeting, onboarding start

Title: "Welcome to [Product]! 👋"
Body: "We're excited to have you. Here's how to get started..."
Image: Product screenshot
Primary CTA: "Take the Tour"
Secondary CTA: "Skip for Now"
Size: Medium

Feature Announcement

Use for: New feature launches

Title: "Introducing [Feature Name]"
Body: "We've added [description]. Here's what you can do..."
Image: Feature illustration
Primary CTA: "Try It Now"
Secondary CTA: "Learn More"
Size: Large

Upgrade Prompt

Use for: Upselling, plan upgrades

Title: "Unlock More Features"
Body: "You're on the free plan. Upgrade to access..."
Primary CTA: "View Plans"
Secondary CTA: "Maybe Later"
Size: Small

Feedback Request

Use for: Asking for reviews, testimonials

Title: "Enjoying [Product]?"
Body: "We'd love to hear your feedback..."
Primary CTA: "Leave a Review"
Secondary CTA: "Not Now"
Size: Small

Trial Ending

Use for: Trial expiration reminders

Title: "Your trial ends in [X] days"
Body: "Don't lose access to [key features]..."
Primary CTA: "Upgrade Now"
Secondary CTA: "Remind Me Later"
Size: Medium

Product Update

Use for: Major version releases

Title: "What's New in v[X.X]"
Body: "Check out the latest improvements..."
Image: Update highlights
Primary CTA: "See What's New"
Size: Large

Checklist Templates

Getting Started

Use for: New user onboarding

Title: "Getting Started"
Description: "Complete these steps to set up your account"

Items:
1. Complete your profile
2. Create your first [item]
3. Invite a team member
4. Explore the dashboard
5. Watch the intro video

Progress Bar: Yes
Position: Bottom Right

Feature Setup

Use for: Feature adoption, configuration

Title: "Set Up [Feature]"
Description: "Follow these steps to configure [feature]"

Items:
1. Enable [feature] in settings
2. Configure your preferences
3. Connect your [integration]
4. Test the setup
5. Go live

Progress Bar: Yes
Sequential: Yes

Account Setup

Use for: Profile completion, settings

Title: "Complete Your Account"
Description: "A few more steps to get the most out of [Product]"

Items:
1. Add your company info
2. Upload your logo
3. Set your timezone
4. Configure notifications
5. Invite your team

Progress Bar: Yes

Feedback Templates

NPS Survey

Use for: Net Promoter Score measurement

Type: NPS
Question: "How likely are you to recommend [Product] to a friend or colleague?"
Position: Center (Modal)
Thank You: "Thank you for your feedback!"

CSAT Survey

Use for: Customer satisfaction

Type: Rating (5 stars)
Question: "How satisfied are you with [Product/Feature]?"
Style: Stars
Position: Bottom Right
Thank You: "Thanks! Your feedback helps us improve."

Feature Feedback

Use for: Specific feature ratings

Type: Rating (5 stars)
Question: "How useful do you find [Feature]?"
Style: Stars
Position: Bottom Right

Feature Request

Use for: Collecting suggestions

Type: Text
Question: "What feature would you like to see next?"
Description: "Your ideas help shape our roadmap"
Position: Center (Modal)

How Did You Hear

Use for: Attribution tracking

Type: Single Choice
Question: "How did you hear about us?"
Choices:
- Search engine
- Social media
- Friend or colleague
- Blog or article
Position: Center (Modal)

Changelog Templates

New Feature

Use for: Feature launches

Category: New
Title: "Introducing [Feature]"
Description:
"We're excited to announce [Feature]!

**What's new:**
- Benefit 1
- Benefit 2
- Benefit 3

[Learn more →](/docs/feature)"

Improvement

Use for: Enhancements, updates

Category: Improved
Title: "[Feature] is now faster"
Description:
"We've made significant improvements to [Feature].

**What changed:**
- 40% faster loading
- Better error handling
- Improved UI

You don't need to do anything - enjoy the improvements!"

Bug Fix

Use for: Issue resolutions

Category: Fixed
Title: "Fixed [Issue]"
Description:
"We've resolved an issue where [description].

**What was fixed:**
- Issue description
- Impact

Thanks to everyone who reported this!"

Major Release

Use for: Version updates

Category: New
Version: "v2.0"
Title: "[Product] 2.0 is here!"
Description:
"Our biggest update yet!

**Highlights:**
- Major feature 1
- Major feature 2
- Major feature 3

[See the full changelog →](/changelog)"

Customizing Templates

Edit Everything

After selecting a template:

• Change all text content

• Replace images

• Adjust colors

• Modify buttons

• Update targeting

Save Your Own

Create variations for repeated use:

1. Start from a template

2. Customize for your brand

3. Duplicate when needed

4. Modify the copy each time

Match Your Brand

• Use your brand colors

• Upload your images

• Match your voice and tone

• Keep consistent styling