The Templates section provides a centralized space to create, manage, and organize messaging templates used across Messaging and Interactive Campaigns. This feature simplifies and speeds up the content creation process, helping teams maintain consistency and reduce repetitive work.

The Messaging and Interactive Campaign Templates are designed to simplify and accelerate the process of building engaging customer experiences. These templates allow you to preconfigure key campaign elements—such as design, content, prize logic, and branding—so you can launch campaigns faster, with greater consistency and minimal repetitive work.

Templates can be reused across multiple campaigns, making them especially valuable for teams that run recurring or seasonal promotions. Whether you’re building a Scratch Card, Spin to Win, or Digital Coupon campaign, templates ensure that your campaign setup is streamlined, professional, and aligned with your business goals.

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TEMPLATE SCOPE

When templates are used in the creation of campaigns, all of the elements of the template, as established within it, will be replicated in the campaign as it is being configured. This includes content, prize configuration settings, color scheme, and other setups in the template. For example, if you disable Prize Configuration in the template, the campaign will inherit this configuration. Take this into consideration as you streamline your process.

To begin creating templates of Messaging and interactive campaigns, navigate to the Templates section using the icon in the left-hand navigation menu.

To open the Templates section, select the Templates icon from the navigation sidebar on the left.

The first time you access the Templates section, you’ll see a screen similar to the one below:

This area is divided into two parts:

1. Top Panel - This panel refers to the row of controls located at the top of the Templates screen. These controls help users manage and organize their templates more efficiently.

   Displays four controls:

   1. Search in Templates: A search bar that allows users to quickly find a specific template by name.

   2. Sort templates visibility by: A dropdown menu to filter templates based on their type (e.g., SMS, Email, Push, WhatsApp, Interactive Campaigns).

      
      

   3. Categories: A dropdown for managing and selecting categories to classify templates. It includes a "Manage Categories" option to create, edit, or delete template categories.

   4. New Template: Once the "New Template" button is clicked, it opens the template builder where users choose a channel and define the content.

      The following links will take you to the specifics of how to create each type of template for delivery channel and interactive campaign:

      • SMS Template

      • Email Template

      • Push Template

      • WhatsApp Template

      • Raffle Giveaway Templates

2. Template Display Area – This is where all your templates appear once they’re created. Templates of the same type are grouped together in rows, forming a matrix structure. New templates are automatically added to the next available slot within their corresponding row.

   

Manage Categories

The Categories feature in the Templates section allows you to organize your templates more efficiently by grouping them under custom labels or classifications. This is especially useful when you have many channels or campaign types templates.

The Categories dropdown box will initially display the Manage Categories option by itself.

Selecting it will take you to the section where you can begin defining categories for your templates.

As your templates are being created, they can be classified according to your own needs: tailor-made categories you have selected to use with templates. The process of creating categories is:

1. Start creating a category by entering a name for your new category (e.g., Holiday Offers, Transactional, Seasonal Campaigns).

2. Once a name is entered, the Add Category button will be enabled.

3. Click Add Category to save it.

4. Repeat the process to add more categories as needed.

These categories will then appear in the Categories dropdown of the Templates main view, making it easier to filter and manage templates by type or purpose.

A Sample Manage Categories table is shown in the following screenshot. At the far right of each table entry, there are two action icons, edit and trash can, to give those two options to act upon.

Manage Templates

If you wish to preview, make a change, or delete an existing Template, you can hover over each template, which turns it grey to display three action icons: the eye, edit, and trash can icons.

Upon clicking the eye icon, a preview screen of the template appears with multiple facilities, depending on the messaging or campaign type selected.

The other two icon actions are self-evident. The edit and trash can icons allow you to edit the template or delete it.

If the edit icon is selected, it will open the template section for that particular template type with its current content so that it can be modified accordingly.

If the trash can icon is selected, DCE will display the following confirmation dialog box.

In the picture below, the left side shows a preview for “standard” type messaging (SMS, Email, Push notifications), and to its right, a preview version for interactive campaigns.

Again, under the eye icon, the possible actions within the preview window are dependent on the template type, where the “standard” versions offer the possibility to modify basic information such as:

• Sender
• Personalized fields,
• Clone or edit the template
• A close-up preview of the template’s content

For the Interactive Campaign templates, the available facilities are:

• A QR code, that when scanned with a phone, provides for a real-life experience of the Template’s functionality.
• An emulated phone screen that can also recreate the Template’s functionality.
• A Clone button to create a template based on the one being previewed
• An edit button that will take you to the template creation process, the subject matter of the content within this section.