Marketing Templates

Video Walkthrough

What This Page Solves

Manages reusable campaign templates so journeys can be launched with consistent structure and copy.

Entry

• Open this page from module navigation.
• Module: marketing

Before You Start

• Confirm the target campaign objective (reactivation, upsell, referral, etc.).
• Prepare approved message copy and audience criteria.
• Check template ownership to avoid duplicate edits by other operators.

Steps

1. Browse or search template list by goal/channel.
2. Open selected template and review trigger, content, and timing blocks.
3. Update template fields and save a new version if required.
4. Preview one sample execution path to confirm logic and message order.

Acceptance Checklist

• Template content and logic match campaign objective.
• Changes are saved in the intended template/version.
• Sample path confirms trigger and message sequence are valid.

FAQ

Journey triggered unexpectedly

Check trigger conditions and audience overlap, then inspect execution log timestamps.

Journey did not send messages

Verify channel availability, schedule window, and step status (active/paused).

Page Metadata

• Module: marketing
• Route: MarketingTemplates