Two kinds of template
Only organization templates can be attached to a campaign or referenced by an automation’s
send_email step. The gallery is a browsing and starting-point surface.
Attaching one
Attach an organization template to a campaign, or detach it to go back to standalone content. Template content has the lowest precedence at render time: content stored on the campaign wins over the template. So editing a campaign’s body effectively detaches it from the template, a template is a starting point, not a live link. Changing the template later won’t update campaigns already built from it.In-app templates
A template can hold in-app push content instead of email by setting its channel toinapp. These are what you reference from an in-app push templateId, and they support the same merge variables.
An email template passed where an in-app template is expected is rejected, the channel must match.
Worth templating
- Product and protocol announcements
- Governance and voting reminders
- Re-engagement and win-back
- Rewards, claim, and airdrop notices
- Onboarding sequence starters
Practices that hold up
Build fallbacks into the template
Build fallbacks into the template
Put
| default:"…" on every optional merge variable in the template itself, so every campaign built from it inherits safe rendering rather than rediscovering RENDER_FIELD_MISSING at launch.Prefer greetingName in salutations
Prefer greetingName in salutations
{{ profile.greetingName }} never renders blank, which makes a template safe for contacts with no name on file.Keep one primary action
Keep one primary action
Templates get reused far past their original context. A single clear call to action survives that; a layout with four competing buttons doesn’t.
Duplicate the campaign, not the template
Duplicate the campaign, not the template
For a recurring send, duplicating the last campaign carries content, audience, and tracking settings forward and resets status to draft.

