Creating a Template
- Click New Template in the top right.
- Provide a Template Name (use snake_case, e.g.
welcome_email_customer). - Select the Delivery Channel (
EMAIL,SMS,WEBHOOK,IN_APP). - Enter the Email Subject (for
EMAILonly). - Compose your Message Body.
Variable Syntax
Use double curly brackets to define dynamic variables:{{ name }}
When dispatching, the data object properties will replace matching variables:
Data Payload
Compiled Output
Channel Specifications
- EMAIL: Requires an Email Subject. Supports HTML markup in the message body.
- SMS: Subject is ignored. Body should be plain text and kept under 160 characters to prevent carrier segmentation.
- WEBHOOK: Body is typically a JSON structure containing endpoints and keys.
- IN_APP: Body contains the persistent content rendered in the customer-facing feed.