Admin: Templates

Manage reusable templates used across emails, content, or system messaging.
Admin & System Advanced
Business Impact
Improves consistency across communications and reduces manual work.
When to Use This Tool
  • When updating system messaging
  • When creating reusable assets
Step-by-Step Setup Guide
  1. Admin access required.
Step-by-Step Usage Guide
  1. Open Templates
  2. Create or edit
  3. Validate output on a test account
FAQ

Admins only.

Preview and test with real flows.

Yes, templates change what users see.

Prefer small batches and validate.

Revert to the previous version if needed.
Keep templates consistent—users trust products that feel polished.
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