Overview

Messaging templates enable you to easily create, save and activate customized templates on your selected journeys for Email and SMS notifications sending.

Creating an Email template

Under the Journeys tab locate and click the Messaging object. Once in the object, click on the Create template button and select the Email option.

The drag-and-drop editor allows you to quickly build responsive emails without coding. You can quickly add blocks of content, and columns, and easily drop in items like images, buttons, social links, and set global styles. Content blocks are discreet pieces of email content, images, text, etc. Rows provide the structure for your email. A row determines how many pieces of content you can fit across the width of your message.

Content tab

The Content tab contains the different kinds of content that you can add to a row: text, title, images, etc. When you click a content block in your email, you’ll see settings specific to the type of content in the row.

Rows tab

The Rows tab provides a way to structure your email before you add content. Each row determines the number and size of content blocks you can fit across your message. You can add multiple rows, with different numbers of content blocks, to add visual appeal to your message.

Settings tab

From the Settings tab users can specify more technical aspects of the template, such as content area width, alignment, background color, font, etc.

Personalize messages with user data

You can use customer or product data to enrich the messaging with more personalized content. We use a Liquid templating framework to allow you flexibly add any product or customer attribute to your message.

NOTE: do not type complex expressions manually. Logical and comparison operators will not work in the drag-and-drop editor if you type them directly into the text area. Use the Insert Liquid option so that you don’t inadvertently expose raw liquid statements in your message.

To add product or customer information to any template, first, create a template, and on the editing page, select Insert Liquid.

In the opened overlay you can select from 3 types of object types for Liquid:

• User attributes
• Account attributes
• Products

User & Account attributes

User attribute and Account attribute tabs will list all attributes created in the system for either users or accounts. Select the relevant attribute and it will be automatically inserted into the Liquid table.

You can use Liquid comparison operators or logical expressions (statements using &, <, >, etc).

Products

You can use product data to enrich the messaging templates to engage with your customers.

Show or hide content using Liquid

You can use Liquid to show or hide entire rows in your email:

• Select a row in your email and click Add Condition
• Enter a Name and Description for the condition
• Provide the Liquid condition determining people who will see the row

Saving Email template

When you’re ready to save your Email template message, click Save. When you save, we automatically check for errors in your message and warn you about the things you need to fix.

Sending a test Email

It’s good practice to send some test emails to make sure that Liquid code is rendering correctly, among other things. There’s a Send test email option in the top-right-hand corner of the composer that you can use for this. Afterward, enter the email address to send the email template to.

Previewing Emails

You can preview the email templates by clicking on the Preview tab.

Using Email templates

After the email template is created, you can use it in the Journeys builder to send emails. You simply need to create a Send email block and select a relevant email template from the list.

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Creating an SMS template

Under the Journeys tab locate and click the Messaging object. Once in the object, click on the Create template button and select the SMS option.

The SMS composer consists of three parts:

• From field - the number, shortcode, or Alphanumeric ID you’re using to send the message
• To number - the number that the message is headed to; your user’s number
• Message body - this is where your message’s content goes

NOTE: you can use Liquid here to send to your customer’s phone number, or to address them personally if you’d like. Just make sure you have the right attributes for that user.

Personalize SMS messages

You can personalize your SMS message with selected attributes. You can type the attributes manually directly into the message body or use the user filtering options to add attributes from the existing attribute list.

Send a test SMS

To make sure your SMS works, you can send a test message by clicking on the Send test SMS in the top right-hand corner of the composer. You’ll see a modal, into which you can enter a phone number to which you can send your message.

Using SMS templates

After the SMS template is created, you can use it in the Journeys builder to send SMS messages. You simply need to create a Send SMS block and select a relevant SMS template from the list.