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How to Create a Template

Save your most common messages as templates, share them with your team, and start new messages from a template in one click. Includes quick-start templates and visual card templates.

Templates save a message, including its text and image, so you can reuse it instead of starting from scratch. Open Templates from the Home tab, under Customization.

Create a template

From a message you've written: in the message preview, choose πŸ“‹ Save as Template and give it a name.

From scratch:

  1. On the Templates screen, click Create New Template.

  2. Give it a name. Only your team sees this name.

  3. Enter the template body.

  4. Optionally attach an image using a publicly accessible URL. See How to Add Profile Images in Threadly for tips on image links.

  5. Click Save Template.

Share with your team

When saving, choose Share with everyone in my workspace under Who should see this template? to make it a team template.

Use a template

In the message editor, expand Template and click πŸ“‹ Choose Template. You'll see:

  • Your Templates

  • Team Templates

  • Quick Start: ready-made πŸ“’ Announcement, πŸŽ‰ Celebration, πŸ“… Event Reminder and πŸ’‘ Update starters

Each option shows a preview of its content. Pick one and it fills in your message, ready to edit.

Card templates

The Templates screen also has Card Templates: visual layouts for an Event Announcement, Promotion, Celebration or Product Update. Pick one, customize it, and click Create Message to send it as a card.

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