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Custom Templates

Create reusable message templates that your entire planning team can use across events. Write once, use everywhere.

How Custom Templates Work

Custom templates are message drafts that live at the planning team level, not tied to any single event. When anyone on your team starts composing a message, they can pick from your shared template library to get started quickly.

Creating a Template

  1. Go to Planning Team in the main menu.
  2. Click Templates.
  3. Click + New Template.
  4. Give it a name (e.g. "Welcome Message" or "RSVP Reminder").
  5. Write the message content. You can use personalization variables like {{first_name}} in your templates.
  6. Click Save Template.

You can also create a template directly from the message composer when composing a message for any event.

Using a Template

When composing a new message in any event, your custom templates appear alongside the built-in templates. Click on one to pre-fill the message content, then customize it for that specific event before sending.

Shared Across Your Team

Custom templates are shared with everyone on your planning team. Any team member can use, edit, or create new templates. This keeps your messaging consistent and on-brand across all your events.

FAQs & Common Gotchas

600 character limit

Templates follow the same 600 character limit as regular messages. Keep an eye on the character count when creating templates.

Editing a template doesn't change sent messages

If you edit a template after it's been used, previously sent messages are not affected. Only future uses of the template will reflect the changes.

Requires a planning team

Custom templates are a planning team feature. You'll need to set up your planning team first to access them.