Templates are the content of your marketing messages. RevBridge AI helps you create, manage, and optimize templates for Email, SMS, WhatsApp, and Push notifications.
Overview
Access Templates from Assets → Templates in the sidebar. Here you can:
- Browse and search existing templates
- Create new templates manually
- Generate templates with AI
- Edit templates with the visual email editor
- Organize with favorites, filters, and bulk operations
Browsing Templates
The Templates page displays a responsive card grid with:
- Filtering: Filter by channel type (Email, SMS, WhatsApp, Push) and status (Active, Draft, Archived)
- Smart Search: Search across template names, subjects, descriptions, and content with relevance-based ranking
- Infinite Scroll: Templates load 20 at a time as you scroll, with a progress bar showing loaded vs. total count
- Favorites: Star templates for quick access — favorites are persisted locally and appear first in your grid
Smart Search
The search ranks results by relevance:
- Name match (highest priority)
- Subject line match
- Description match
- Content match (HTML stripped before matching)
- Multi-word partial matches
Results show a count indicator like “12 results for ‘welcome’” and are sorted by relevance, then by most recently updated.
AI Template Generation
RevBridge AI can generate templates automatically using your brand guidelines.
How It Works
- AI reads your Brand Dossier (colors, fonts, voice)
- Applies a Creative Concept (rational/emotional appeal)
- Generates channel-appropriate content
- Includes your logo and brand colors
Generating Templates
From the Templates page, click Generate Templates to open the AI generation wizard:
Define Goal
Enter your campaign goal and select which channel(s) to generate for
Watch Generation
The AI generates templates in real-time via streaming. You can see each creative concept’s generation status as it progresses
Review and Approve
Review each generated template one by one. Use keyboard shortcuts for fast review:
A — Approve templateR — Reject templateS — Skip template← / → — Navigate between templates
Only approved templates are saved to your library Creative Concepts
Each generated template uses one of 6 creative concepts:
| Code | Name | Approach |
|---|
| CC-01 | Financial Rational | Discounts, savings, price comparisons |
| CC-02 | Financial Emotional | Urgency, FOMO, limited-time offers |
| CC-03 | Social Rational | Reviews, testimonials, ratings |
| CC-04 | Social Emotional | Community, trending, exclusivity |
| CC-05 | Personal Rational | Personalized recommendations |
| CC-06 | Personal Emotional | Storytelling, emotional connection |
Generate all 6 concepts for AI Campaigns. The MAB algorithm will determine which resonates best with your audience.
Default Template Types
Pre-configured templates for common use cases:
| Type | Concept | Purpose |
|---|
| Welcome | CC-04 (Social Emotional) | First-time customer engagement |
| Browse Abandonment | CC-02 (Financial Emotional) | Re-engage product viewers |
| Cart Abandonment | CC-01 (Financial Rational) | Recover abandoned carts |
| Post-Purchase | CC-05 (Personal Rational) | Encourage repeat purchase |
| Reactivation | CC-01 (Financial Rational) | Win back inactive customers |
| Promotional | CC-02 (Financial Emotional) | Flash sales and promotions |
Email Templates
Full HTML templates with:
- Responsive design (mobile-friendly)
- Brand colors and typography
- Logo placement
- Images and graphics
- Call-to-action buttons
- Unsubscribe link (required)
SMS Templates
Plain text messages:
- 160 character limit recommended
- No HTML or formatting
- Include opt-out instructions
- Short URLs for links
Example:
{{first_name}}, your cart is waiting! Complete your purchase and save 10%.
Shop now: {{short_url}} Reply STOP to opt out
WhatsApp Templates
Formatted text messages:
- Bold:
*text*
- Italic:
_text_
- Emojis supported
- Quick reply buttons (where supported)
- Must use pre-approved template format
Example:
Hi {{first_name}}!
Your order from *{{store_name}}* has shipped!
Track your package: {{tracking_url}}
Questions? Reply to this message.
Push Notifications
Short, attention-grabbing messages:
- Title: 50 characters max
- Body: 150 characters max
- Optional image (rich push)
- Deep link URL
Template Variables
Use variables (placeholders) that get replaced with customer data at send time.
Common Variables
| Variable | Description | Example Value |
|---|
{{first_name}} | Customer’s first name | ”Sarah” |
{{last_name}} | Customer’s last name | ”Johnson” |
{{email}} | Customer’s email | ”sarah@email.com” |
{{headline}} | Campaign headline | ”Flash Sale Today!” |
{{body}} | Main message body | Campaign content |
{{cta_text}} | Button text | ”Shop Now” |
{{cta_url}} | Button link | ”https://…” |
{{company_name}} | Your company name | ”Acme Store” |
E-commerce Variables
| Variable | Description |
|---|
{{cart_items}} | Items in abandoned cart |
{{cart_total}} | Cart value |
{{product_name}} | Recently viewed product |
{{discount_code}} | Personalized discount code |
{{order_number}} | Recent order number |
Fallback Values
Provide fallback values for when data is missing:
If first_name is empty, uses “there” instead.
Email Editor (Stripo)
Email templates use the Stripo drag-and-drop editor, a professional visual email builder.
Editor Layout
The editor displays two panels:
- Left panel: Settings, block library, and content options
- Right panel: Live preview of your email
Key Features
- Drag-and-drop blocks: Add text, images, buttons, spacers, social links, and more by dragging them into your email
- HTML code editor: Switch to raw HTML editing when you need full control
- Mobile preview: Preview how your email renders on mobile devices
- Merge tag support: Template variables like
{{first_name}} are displayed as protected, non-editable tags in the visual editor so they don’t get accidentally modified
- CSS inlining: When you save, CSS is automatically inlined for maximum email client compatibility
Saving Templates
When you save an email template:
- The editor extracts the current HTML and CSS
- CSS is compiled and inlined via the backend
- Both the source (editable) and compiled (send-ready) versions are stored
Non-email templates (SMS, WhatsApp, Push) use a simple text editor with a preview tab instead of Stripo.
Template Management
Quick Edit Panel
For fast changes without leaving the templates grid:
- Click on a template card to open the side panel
- Edit the name, description, or status
- Preview the rendered HTML with a hover-to-scroll animation
- Save with
Cmd+S (or Ctrl+S)
Duplicating Templates
To create a template based on an existing one:
- Open the action menu on a template card
- Click Duplicate
- A new template is created with the same content
- Modify and save with a new name
Bulk Operations
For managing multiple templates at once:
- Click Select to enter selection mode
- Checkboxes appear on each template card
- Select the templates you want to manage
- Use the floating action bar to Delete Selected
Deleting Templates
Single delete: Open the action menu on a template card and click Delete. The card is removed immediately (optimistic update) and reverts if the deletion fails.
Bulk delete: Use selection mode to delete multiple templates at once.
Templates used by active or scheduled campaigns cannot be deleted.
Naming Conventions
Use a consistent naming format: [Channel] - [UseCase] - [Concept]
Examples:
- “Email - Cart Abandonment - CC-01”
- “SMS - Welcome - CC-04”
- “WhatsApp - Reactivation - CC-01”
Template Versioning
When you edit a template:
- Active campaigns continue using the original version
- New campaigns use the updated version
- No automatic update to running campaigns
To update a template in an active campaign, pause the campaign, update the template, then resume.
Best Practices
Keep It Concise
- Subject lines: 50 characters or less
- Email body: Scannable, key info above the fold
- SMS: Under 160 characters when possible
- Push: Get to the point immediately
Clear Call-to-Action
Every template should have:
- One primary CTA
- Action-oriented text (“Shop Now”, “Claim Offer”)
- Prominent button/link placement
Mobile First
- Over 60% of emails opened on mobile
- Use responsive email templates
- Test on multiple devices
Brand Consistency
- Use your brand colors
- Include your logo
- Match your website’s tone of voice
- AI templates automatically follow your Brand Dossier
Test Before Launch
- Send test emails to yourself
- Preview on desktop and mobile
- Check variable rendering
- Verify links work
