Templates
Template editor
Post-trial check-in
Edit copy, merge tokens, stage, owner, and consent rules. Saving creates a draft version for review before any live send.
Edit template
Message preview
SMS
SMS / no subject
Hey {{first_name}}, great having you in today. Based on your goals, {{next_class}} is the best next step. Want me to hold a spot?
Merge tokens
{{first_name}}{{next_class}}
Production controls
Version-safe saves
Saving creates a draft revision instead of changing live sends silently.
Consent and unsubscribe
Consent requirements follow the template into send queue and provider checks.
Flow dependencies
Templates can be edited from automation steps before activation review.
Delivery analytics
Open, click, reply, bounce, opt-out, conversion, and revenue attribution are mapped in analytics.