# Create a Messaging Template

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Use *Messaging templates* as a way to reach out to partners when you send content, dynamic fields, and insert signup links.

#### Create a messaging template

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → Partners** → **Automation** → **Messaging Templates**.
2. In the upper-right corner, select **Create Messaging Template**.
3. If you want to apply an existing template, ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[Toggle on]** **Messaging Template** and select an existing messaging template from the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]** **Select Template**.
4. Enter your messaging template details:

   | Field         | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
   | ------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | Template Name | This will be the name you select when using the template.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
   | Send from     | This is the *from* name that recipients will see when they receive the template.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
   | Reply to      | This is the email address that partners will contact when they reply to this template                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
   | Cc/Bcc        | <p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media" alt=""> <strong>\[Toggle on]</strong> to include a Cc or Bcc email recipient in addition to the partners in your chosen segment.</p><p>• You can add 1 email address to the <strong>Cc</strong> field and 1 to the <strong>Bcc</strong> field.</p><p>• Any email address added as a CC or BCC will receive a copy of every email sent to partners in the selected segment. The number of emails may vary depending on the segment size.</p> |
   | Subject       | The subject of the template.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
   | Content       | <p>Enter the content of your template in the provided text editor.</p><p>• The <em>Content</em> section will already be populated if you have chosen to add an existing template.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
5. Optionally, **Insert signup link** to one of your template terms. This will add a **Join my program** button that acts as a sign up link to your template terms.
6. Optionally, **Insert other dynamic token** fields into your newsletter. You can see the dynamic fields available by selecting the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1693a804098684cf89dcebb8688d0cb9828ccf1a%2F37640bfd3058dfa602a03a159c08e07d5859f8edbfc079a7577a9f0192c89c48.svg?alt=media) **\[Expand]** icon to the right of the option.
   * See the *Dynamic fields reference* below for more info about these fields.

<details>

<summary>Dynamic fields for newsletter</summary>

Select **Insert** to populate your template with relevant information (such as a partner’s name, or the current date) in your template.

{% hint style="warning" %}
**Attention:** Tokens are case sensitive. Do not place any formatting within special tokens (for example,`{lastName}` is valid but, `{LastName}` is not.
{% endhint %}

| Token                | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `{adcode_<adid>}`    | <p>Populates with the full ad listing of the specified <code>\<adid></code> value (e.g., <code>{adcode\_\<replace\_with\_ad\_id>}</code>).<br></p><p><strong>Ad code limitations</strong><br>The number of ad codes you can use per template is limited by the number of audience members that are part of your template.<br><br><strong>Number of Adcodes/Limit</strong></p><p>Maximum of 1 — up to 60,000 partners<br>Maximum of 5 — up to 30,000 partners<br>Maximum of 10 — up to 20,000 partners<br>Maximum of 20 — up to 5,000 partners</p> |
| `{mpid}`             | Populates with the ID value of the partner’s account (e.g., 98765).                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| `{mpname}`           | Company name.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| `{firstName}`        | Populates with the first name of the partner (e.g., John).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| `{lastName}`         | Populates with the last name of the partner (e.g., Doe).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| `{currentDay}`       | Populates with the current date (e.g., January 19, 2038).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| `{currentTime}`      | Populates with the full date in ISO format (e.g., 19-Jan-2038 03:14:08 UTC).                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| `{currentMonthYear}` | Populates with the current month and year (e.g., January, 2038).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| `{unsubscribeUrl}`   | URL to unsubscribe from the template.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| `{programName}`      | The program name.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| `{programLogoSrc}`   | The source URL of the program logo.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |

</details>

7. Select **Preview** for a preliminary display of the segment. Once you're happy with the preview, select **Done** or **Send test email**.
