SMS Campaign Templates

Overview

SMS Campaign Templates let you save reusable message sequences that can be applied to any SMS campaign. Instead of composing messages from scratch each time, you can build a template once and use it as a starting point whenever you create a new campaign.

Campaign Templates are available in the Capacity UI under CRM → Campaign Templates in the sidebar. Template management is not yet available in the Textel UI.

Managing Campaign Templates

Creating a Template

  1. Navigate to CRM → Campaign Templates in the sidebar.
  2. Click + Create.
  3. Enter a name for your template in the prompt and click Create. You will be taken to the template detail page.
  4. Compose one or more messages in the message boxes. Each message supports text, emoji, and attachments.
  5. Click Save Template to save your changes.

Editing a Template

  1. From the Campaign Templates list, click a template name to open it.
  2. Update the template name or message content as needed. You can add messages using the Add Message button or remove individual messages using the delete action on each message box.
  3. Click Save Template to save your changes.

Note: Editing a template does not affect any campaigns that were previously created using that template. Campaign messages are copied from the template at the time of use.

Cloning a Template

To create a copy of an existing template, select Clone from the action menu on the templates list. The cloned template opens pre-populated with the original template's name and messages, ready for you to modify before saving.

Deleting a Template

Select Delete from the action menu on the templates list and confirm the deletion in the prompt. Deleting a template does not affect campaigns that were already created using it.

Searching Templates

The Campaign Templates list includes a search field that filters templates by name. Use this to quickly locate a template when your library grows.

Using a Template in a Campaign

When creating an SMS campaign, you can seed the campaign's messages from a saved template instead of composing them from scratch.

  1. Navigate to CRM → Campaigns and begin creating a new SMS campaign.
  2. After completing the Campaign Details step, you will land on the Messages step.
  3. Click Use a Template. A modal will open showing your available templates, including the template name, message count, and a preview of the first message.
  4. Use the search field to filter templates by name if needed.
  5. Select the template you want to use and click Use Template.
  6. The template's messages will be added to your campaign. From here, you can edit the pre-filled messages freely - changes made in the campaign do not affect the original template.

Note: If you have not created any templates yet, the picker will display an empty state with a prompt to create your first template.

Managing Templates via API

Campaign templates can also be created, retrieved, updated, and deleted through the Capacity SMS API. This is useful for teams that manage templates programmatically or through integrations.

The following endpoints are available under v1/campaign/campaign-templates:

  • GET - Retrieve a list of templates, with optional search and pagination parameters.
  • GET /{id} - Retrieve the full detail of a specific template, including its messages.
  • POST - Create a new template with a name and message sequence.
  • PUT /{id} - Update an existing template's name and/or messages.
  • DELETE /{id} - Remove a template.

Access to template write endpoints requires both Public API and Blast product permissions. Templates are scoped to your account - one account cannot access or modify another account's templates.


Was this article helpful?