Templates Live

Templates is the shared library of message content for both email and SMS. Write a message once, personalize it with merge fields, vary it with spin syntax, and reuse it across batches.

How it works#

One library, both channels#

Email and SMS templates live side by side, so the content behind every send is managed in one place.

Merge fields#

Merge fields pull contact data into the message at send time, so each recipient gets a copy addressed to them rather than a generic blast.

Spin syntax#

Spin syntax defines interchangeable variants of words or phrases inside a template. Each generated message picks among the variants, so the copies a batch produces are not identical.

The signature token#

In email templates, the {{signature}} token inserts the sending account's structured signature. See email signatures for how signatures are built and toggled.

Preview#

Preview a template before using it, so you can check how merge fields and variants render rather than discovering problems in a live batch.

Performance#

Each template carries performance stats, so you can compare how different messages do and retire the ones that underperform.

When to use it#

Build a template before any batch — the create templates guide covers the workflow. When results diverge, lean on the performance stats: keep what earns replies, rewrite what doesn't.

Limitations#

• The {{signature}} token renders the structured signature only — no images, logos, or free-form HTML come through it.
• Merge fields are only as good as the data behind them. Keep the CRM fields you reference complete and current.

Frequently asked questions#