Templates
Reusable email, webhook, and push starters for Engage broadcasts and automations.
What templates are for
Templates are reusable message starters under Engage → Templates. Each template has one channel type:
| Type | What you author |
|---|---|
| Subject and body in the same visual / HTML composer as broadcasts | |
| Webhook | Endpoint, headers, and JSON payload (merge tags supported) |
| Push | Title, body, optional link and data JSON |
Templates are not live-linked. When you choose Use template (or From template on an automation email step), Rheo copies the content into that broadcast or automation. Edits afterward do not change the library template, and edits to the template do not update messages that already copied it.
Templates are different from content blocks. Content blocks are reusable email fragments you insert inside a composer. Templates are full message starters for email, webhook, or push.
Create and manage
- Open Engage → Templates.
- Choose New template (requires Engage manage permission).
- Enter a Name and pick Type — Email, Webhook, or Push.
- Choose Create template and finish the content in the editor.
- Save.
On the list you can search by name and filter by type. Row actions (when your role allows):
| Action | Effect |
|---|---|
| Open | Detail page with preview, summary, and which broadcasts / automations already used this template |
| Edit | Open the channel editor |
| Duplicate | Create a copy and open its editor |
| Archive | Remove the template from the library. Broadcasts and automations that already copied it keep their own content |
Use in broadcasts and automations
| Context | How to apply |
|---|---|
| Broadcast email / webhook / push message | Use template… (or Use a template on push) → pick a same-channel template → Apply template / Use template |
| Automation email step | When adding an email node, choose From template (or blank) |
| Automation webhook or push step | Use template… in the step inspector |
Picker copy reminds you that edits in the message do not change the library template.
Rheo Agent
On Grow+, open Rheo Agent in the email and push template editors to draft or revise content while you stay in the composer. Same AI entitlement as other AI features. Webhook templates do not use Rheo Agent.
Permissions
- engage:read — view the Templates list and detail
- engage:manage — create, edit, duplicate, and archive
Viewers can browse templates. Editors and above can manage the library. Sending a broadcast that used a template still follows Engage send rules (owners and admins).