Message Templates

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Overview

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Creating Templates

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Template Library

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Template Cards

• Template name and category
• Description
• Preview of message content
• Associated webhook (if any)
• Last modified date
• Permission level (owner/editor/viewer)
• Quick action buttons

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Filtering & Search

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Using Templates

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Quick Send

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URL Parameter Loading

/send?template={template_id}

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Scheduled Messages

1. Select a template from the dropdown
2. Template content is loaded
3. Modify if needed
4. Schedule for delivery

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Dynamic Variables

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Available Variables

{{date}}      - Current date (DD/MM/YYYY)
{{time}}      - Current time (24h format)
{{datetime}}  - Combined date and time
{{day}}       - Day of week (Monday, Tuesday, etc.)
{{month}}     - Month name (January, February, etc.)
{{year}}      - Current year

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Variable Usage Examples

# Daily Report - {{date}}

Generated by: {{username}}
Report Time: {{time}}

## Summary
This is the daily report for {{day}}, {{month}} {{year}}.

---
Sent via: {{webhook_name}}

📢 New Announcement

Posted by {{username}} on {{datetime}}

[Your announcement content here]

Questions? Contact {{user_email}}

⚠️ System Alert

Timestamp: {{datetime}}
Day: {{day}}

This is an automated message sent through {{webhook_name}}.

Alert details...

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Variable Preview

• All available variables
• Variable descriptions
• Example replacement values
• Copy-to-clipboard functionality

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Template Categories

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Common Categories

• Announcements: Server announcements, updates, news
• Reports: Daily reports, weekly summaries, analytics
• Alerts: Error alerts, system notifications, monitoring
• Moderation: Warning messages, ban notifications, rules
• Events: Event announcements, reminders, recaps
• Welcome: Welcome messages, onboarding, introductions
• Custom: Any custom categories you create

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Category Best Practices

1. Use consistent naming conventions
2. Keep category names short and clear
3. Don’t over-categorize (5-10 categories is usually enough)
4. Use categories that match your workflow
5. Review and consolidate categories periodically

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Sharing & Collaboration

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Permission Levels

{
  "permission_level": "owner",
  "can_view": true,
  "can_edit": true,
  "can_delete": true,
  "can_share": true
}

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Sharing Templates

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Template Collaborator Features

• View Access: Can see template content and use it in messages
• Edit Access: Can modify template content and settings
• Owner Access: Full control including deletion and sharing

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Managing Templates

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Editing Templates

1. Click on the template card
2. Select “Edit”
3. Modify content, embeds, or settings
4. Save changes

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Duplicating Templates

1. Click on the template
2. Select “Duplicate”
3. Template is copied with ” (Copy)” appended to the name
4. Edit the duplicate independently

• Create variations of existing templates
• Experiment without affecting the original
• Fork shared templates for customization
• Create backups before major edits

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Deleting Templates

• Template is removed from your library
• Scheduled messages using this template are NOT affected (they store a copy)
• Collaborators lose access
• Template content is permanently deleted

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Template Content Structure

{
  "content": {
    "content": "Main message text with {{variables}}",
    "embeds": [
      {
        "title": "Embed Title",
        "description": "Embed description",
        "color": 5814783,
        "fields": [
          {
            "name": "Field Name",
            "value": "Field Value",
            "inline": true
          }
        ],
        "author": {
          "name": "Author Name",
          "icon_url": "https://example.com/icon.png"
        },
        "footer": {
          "text": "Footer text - {{date}}"
        },
        "timestamp": "2024-03-06T12:00:00Z",
        "image": {
          "url": "https://example.com/image.png"
        },
        "thumbnail": {
          "url": "https://example.com/thumb.png"
        }
      }
    ]
  }
}

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Template API Access

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Getting Template with Variables Replaced

GET /templates/{id}/with-variables?webhook_id={webhook_id}

{
  "payload": { /* Message content with variables replaced */ },
  "availableVariables": {
    "date": "Current date (DD/MM/YYYY)",
    "username": "Name of the user",
    // ... all variables
  }
}

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Best Practices

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Template Design

1. Use Clear Names: Make template names descriptive and searchable
2. Add Descriptions: Explain when and how to use each template
3. Leverage Variables: Use variables instead of hardcoding values
4. Consistent Formatting: Maintain consistent style across templates
5. Test Before Saving: Send a test message to verify appearance

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Organization

1. Categorize Everything: Assign categories to all templates
2. Regular Cleanup: Delete unused templates periodically
3. Version in Names: Include version numbers for evolving templates (“Report v2”)
4. Duplicate for Safety: Duplicate before making major changes
5. Document Usage: Use descriptions to explain special variables or use cases

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Collaboration

1. Minimum Permissions: Grant the least access needed
2. Clear Ownership: Designate a primary owner for each template
3. Communicate Changes: Let team members know when shared templates change
4. Use Viewer Access: Share read-only when users only need to use (not edit) templates
5. Regular Reviews: Audit collaborator lists periodically

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Advanced Use Cases

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Multi-Language Templates

• “Announcement EN”
• “Announcement ES”
• “Announcement FR”

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Template Inheritance

1. Create “Base Report Template”
2. Duplicate for specific reports
3. Customize duplicates while maintaining structure
4. Update base template when format changes
5. Re-duplicate to propagate changes

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Webhook-Specific Templates

• Template references webhook_id
• Auto-selects correct webhook when loaded
• Variables include webhook name
• Organized by webhook in library

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Troubleshooting

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Template Not Loading

1. Check you have view permissions
2. Ensure template hasn’t been deleted
3. Verify template ID in URL is correct
4. Clear browser cache and reload

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Variables Not Replacing

1. Check variable syntax: {{variable_name}}
2. Ensure no extra spaces: {{ variable }} won’t work
3. Verify variable name is in the available list
4. Remember: variables only replace when sending, not in preview

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Can’t Edit Template

1. Check your permission level (need “edit” or “owner”)
2. Verify you’re not trying to edit someone else’s template
3. Ensure template exists and hasn’t been deleted

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Shared Template Not Visible

1. Check invitation was accepted
2. Verify you’re logged into the correct account
3. Try the “Shared with Me” filter
4. Contact template owner to verify permissions

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Related Features

• Message Editor - Design template content
• Scheduled Messages - Automate template delivery
• Webhooks - Associate templates with webhooks