How do I use a template?

Whenever you pick one of our templates (and some templates may require you to answer a few questions), your campaign message will fill in with a templated message. The comma-separated-values (CSV) file you uploaded of your recipients will need to have columns for each text replacement that's in the message. Ergo, if you see "{{article}}" then you should have an "article" column in your spreadsheet that has a url for each recipient in your list.  This article goes over how text replacements work.

(If the template you choose has text replacements that aren't in your spreadsheet, you can hit "Next" to save your message and then go back to the "Recipients" step. Here you can delete your recipients and re-upload a new file to match these replacements.)

After getting everything set up, you'll notice message may have templated fields (also called merge tags) for personalization. That's good! These will get populated when you move to the next step. You can add more personalization by inserting other merge tags from your spreadsheet.

Once you're good to go, click "Next" and once your campaign syncs you'll be able to look at the final emails for each of your recipients. If your recipients have any missing text replacements,  read this in-depth article on that topic.

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