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Templates are the content of your marketing messages. RevBridge AI helps you create, manage, and optimize templates for Email, SMS, WhatsApp, and Push notifications.

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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

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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
The search ranks results by relevance:
  1. Name match (highest priority)
  2. Subject line match
  3. Description match
  4. Content match (HTML stripped before matching)
  5. Multi-word partial matches
Results show a count indicator like “12 results for ‘welcome’” and are sorted by relevance, then by most recently updated.

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AI Template Generation

RevBridge AI can generate templates automatically using your brand guidelines.

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How It Works

  1. AI reads your Brand Dossier (colors, fonts, voice)
  2. Applies a Creative Concept (rational/emotional appeal)
  3. Generates channel-appropriate content
  4. Includes your logo and brand colors

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Generating Templates

From the Templates page, click Generate Templates to open the AI generation wizard:
1

Define Goal

Enter your campaign goal and select which channel(s) to generate for
2

Watch Generation

The AI generates templates in real-time via streaming. You can see each creative concept’s generation status as it progresses
3

Review and Approve

Review each generated template one by one. Use keyboard shortcuts for fast review:
  • A — Approve template
  • R — Reject template
  • S — Skip template
  • ← / → — Navigate between templates
Only approved templates are saved to your library

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Creative Concepts

Each generated template uses one of 6 creative concepts:
CodeNameApproach
CC-01Financial RationalDiscounts, savings, price comparisons
CC-02Financial EmotionalUrgency, FOMO, limited-time offers
CC-03Social RationalReviews, testimonials, ratings
CC-04Social EmotionalCommunity, trending, exclusivity
CC-05Personal RationalPersonalized recommendations
CC-06Personal EmotionalStorytelling, emotional connection
Generate all 6 concepts for AI Campaigns. The MAB algorithm will determine which resonates best with your audience.

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Default Template Types

Pre-configured templates for common use cases:
TypeConceptPurpose
WelcomeCC-04 (Social Emotional)First-time customer engagement
Browse AbandonmentCC-02 (Financial Emotional)Re-engage product viewers
Cart AbandonmentCC-01 (Financial Rational)Recover abandoned carts
Post-PurchaseCC-05 (Personal Rational)Encourage repeat purchase
ReactivationCC-01 (Financial Rational)Win back inactive customers
PromotionalCC-02 (Financial Emotional)Flash sales and promotions

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Template Formats by Channel

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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)

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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

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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.

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Push Notifications (Coming Soon)

Push notification templates will be available when the Push channel launches.
Short, attention-grabbing messages:
  • Title: 50 characters max
  • Body: 150 characters max
  • Optional image (rich push)
  • Deep link URL

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Template Variables

Use variables (placeholders) that get replaced with customer data at send time.

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Common Variables

VariableDescriptionExample 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 bodyCampaign content
{{cta_text}}Button text”Shop Now”
{{cta_url}}Button link”https://…”
{{company_name}}Your company name”Acme Store”

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E-commerce Variables

VariableDescription
{{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

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Fallback Values

Provide fallback values for when data is missing: 
Hi {{first_name|there}},
If first_name is empty, uses “there” instead.

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Email Editor (Stripo)

Email templates use the Stripo drag-and-drop editor, a professional visual email builder.

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Editor Layout

The editor displays two panels:
  • Left panel: Settings, block library, and content options
  • Right panel: Live preview of your email

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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

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Saving Templates

When you save an email template:
  1. The editor extracts the current HTML and CSS
  2. CSS is compiled and inlined via the backend
  3. 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.

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Template Management

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Quick Edit Panel

For fast changes without leaving the templates grid:
  1. Click on a template card to open the side panel
  2. Edit the name, description, or status
  3. Preview the rendered HTML with a hover-to-scroll animation
  4. Save with Cmd+S (or Ctrl+S)

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Duplicating Templates

To create a template based on an existing one:
  1. Open the action menu on a template card
  2. Click Duplicate
  3. A new template is created with the same content
  4. Modify and save with a new name

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Bulk Operations

For managing multiple templates at once:
  1. Click Select to enter selection mode
  2. Checkboxes appear on each template card
  3. Select the templates you want to manage
  4. Use the floating action bar to Delete Selected

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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.

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Naming Conventions

Use a consistent naming format: [Channel] - [UseCase] - [Concept] Examples:
  • “Email - Cart Abandonment - CC-01”
  • “SMS - Welcome - CC-04”
  • “WhatsApp - Reactivation - CC-01”

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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.

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Best Practices

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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

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Clear Call-to-Action

Every template should have:
  • One primary CTA
  • Action-oriented text (“Shop Now”, “Claim Offer”)
  • Prominent button/link placement

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Mobile First

  • Over 60% of emails opened on mobile
  • Use responsive email templates
  • Test on multiple devices

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Brand Consistency

  • Use your brand colors
  • Include your logo
  • Match your website’s tone of voice
  • AI templates automatically follow your Brand Dossier

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Test Before Launch

  • Send test emails to yourself
  • Preview on desktop and mobile
  • Check variable rendering
  • Verify links work