How to use campaign templates

Campaign templates in Praising.ai let you build and reuse email campaigns without starting from scratch each time. You get consistent messaging across every request, and setting up new campaigns takes a fraction of the time.

Create a new template

1. Navigate to Templates by opening the left-hand navigation, selecting Reputation, then clicking Templates under the Requests section. The full path is /dashboard/reputation/templates.

2. Click the "New Template" button to open the template creation interface, where you'll define your campaign settings and messaging.

3. Click New Template, the first card on the Templates page (or Create Template if you don't have one yet). Give your template a Name and click Next to open the editor.

4. Choose a channel: Email works on every plan and SMS on paid plans. WhatsApp is listed but isn't available yet.

4. Fill in the email details: a Subject and a Sender name, the name customers see the email come from. Timing and audience aren't part of a template. You set those when you send it with Send Now, a campaign or Auto-Send.

Customize your template content

5. Write your message in the Message box to match your brand voice. Buttons under it insert merge fields such as {{firstName}} and {{businessName}}, so you can personalize messages with customer and business details. For email, you can also change the Button text.

6. Check the Preview under the form. It updates as you type and fills merge fields with sample values. When it looks right, click Create template. Later, the Preview button on a template's card shows it again.

Manage existing templates

7. Review your template library to see all your templates, each with its creation date and channel (Email or SMS).

8. Use the action buttons on each template card to manage your templates:

9. Preview: see how the template looks to recipients

10. Duplicate: copy a template to use as a starting point

11. Edit: open the template to make changes

12. Delete: permanently remove a template you no longer need

8. Use the action buttons on each template card to manage your templates:

• Preview — see how the template looks to recipients

• Duplicate — copy a template to use as a starting point

• Edit — open the template to make changes

• Delete — permanently remove a template you no longer need

Tip: Create multiple template variations for different customer segments or business locations. You can A/B test different subject lines and messaging to improve your review collection rates.

What's Next?

Once your templates are ready, use them with Send Now, and use email templates in campaigns and Auto-Send. Set up separate templates for different scenarios, like post-purchase follow-ups or service completion requests. On paid plans, Analytics shows how many requests went out and how many customers opened your review page, so you can see what's working and adjust from there.