Templates
Manage reusable Email and SMS templates with dynamic workspace and contact fields.
On this page
Overview
templates helps SendFlow teams keep reusable campaign content that stays consistent across the team organized inside one workspace instead of scattering setup and campaign work across disconnected tools.
Use this guide as a practical operating reference for admins, staff, and campaign managers who need repeatable workflows.
What to manage
The goal is to keep the workspace readable for the whole team while making sure the data, setup, and delivery flow stay accurate.
When ownership is clear, SendFlow becomes easier to scale across audiences, templates, campaigns, and sending infrastructure.
- Keep Email and SMS templates organized by purpose.
- Use dynamic fields only where the data is reliable.
- Retire outdated templates instead of letting them accumulate.
- Make sure the team knows which templates are production-ready.
Recommended workflow
Use a simple operating flow whenever your team is working on templates.
This keeps planning, review, and execution aligned before anything goes live.
- 1Open the templates area for Email or SMS.
- 2Create or update the reusable content block or template.
- 3Insert the correct dynamic fields where needed.
- 4Review the content with the intended audience and route in mind.
- 5Save the template so campaigns can reuse it safely.
Review checklist
A short review step usually prevents configuration drift, wrong audience targeting, or noisy campaign logs later.
Ask a second team member to confirm changes when the guide affects live delivery, routing, or workspace-wide assets.
- The template name explains its purpose.
- Dynamic fields use valid workspace or contact data.
- Outdated templates are archived or renamed clearly.
- The team knows which version to use for live campaigns.
Templates should reduce decisions, not add them
A good template library makes repeated campaigns faster without forcing teams to re-check the same structural decisions every time.