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Create a Messaging Template

Published on: Fri, 19 May, 2023 at 5:00 AM | Updated on: Thu, 12 Dec, 2024 at 6:05 AM

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

From the left navigation menu, select [Engage] → Partners → Automation → Messaging Templates.
In the upper-right corner, select Create Messaging Template.
If you want to apply an existing template, [Toggle on] Messaging Template and select an existing messaging template from the [Drop-down menu].

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	[Toggle on] to include a Cc or Bcc email recipient in addition to the partners in your chosen segment. You can add 1 email address to the Cc field and 1 to the Bcc field. The selected email address will receive a copy of every email sent to partners. This could be a large number of emails, depending on how your partner segment is configured.
Subject	The subject of the template.
Content	Enter the content of your template in the provided text editor. The content section will already be populated if you have chosen to add an existing template.

Optionally, Insert a 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.

Optionally, insert other dynamic fields into your newsletter. You can see the dynamic fields available by selecting the [Add] [Expand] icon to the right of the option.

See the Dynamic fields reference below for more info about these fields.

Dynamic fields for newsletter

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

Attention: Tokens are case sensitive. Do not place any formatting within special tokens (for example,{lastName} is valid but, {LastName} is not.

Token

Description

{adcode_<adid>}

Populates with the full ad listing of the specified <adid> value (e.g., {adcode_<replace_with_ad_id>}).

Ad code limitations

The number of ad codes you can use per template is limited by the number of audience members that are part of your template.

Number of Adcodes	Limit
Maximum of 1	up to 60,000 partners
Maximum of 5	up to 30,000 partners
Maximum of 10	up to 20,000 partners
Maximum of 20	up to 5,000 partners

{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.

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

Create a messaging template

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