💡 When You Need This Guide
Creating templates is the first step to building powerful, automated campaigns. Whether you're sending appointment reminders, missed appointment follow-ups, or promotional messages, templates keep your communication clear and consistent.
📄 Create a Template from the Template Library
Go to CAMPAIGNS > Show Templates
Click +Add Template (top right corner)
Choose your template type: Text (SMS) or Email
Under Type, select the purpose:
Standard
Appointment Reminder
Feedback Request
Enter a recognizable Template Name
Examples: Day 1 Education Email, Missed Appt SMS, Dinner with Doc Email
Under Sender, select the appropriate provider or leave as “-unassigned-”
Write your message content
Click Save
🔁 Create a Template Directly Within a Campaign Step
Go to CAMPAIGNS > Show Campaigns
Click into the campaign and select +Add Step
Under Action, choose Text or Email
A dropdown appears—click -add a new message-
Name and write your new template
Click Save, then select your new template from the dropdown
Click Save Campaign Step
🖼️ How to Add an Image to a Campaign Template
You can personalize your message by attaching a photo, like a friendly reminder or fun visual.
To add an image from the template library:
Go to CAMPAIGNS > Show Templates
Click +Add Template or choose an existing one
Click Choose Image next to the image field
Don’t see your image? Click +Add Image to upload it
Click Save
To add an image directly inside a campaign step:
Go to CAMPAIGNS > Show Campaigns
Select the campaign and click into the step
Click Edit Template (blue button on the right)
Add your image as shown above
Save the template, then reselect it in your campaign step
Click Save Campaign Step before exiting
✏️ How to Edit an Existing Campaign Template
Option 1: From Template Library
Go to CAMPAIGNS > Show Templates
Click the template you want to edit
Make your text or image changes
Click Save
Option 2: From Within a Campaign
Go to CAMPAIGNS > Show Campaigns
Select the campaign and locate the step with the template
Click Edit Template
Make your changes and click Save
Click Save Campaign Step and Save Campaign
✅ Edits made here will update the content used in all steps that use that template.
🛟 Need Help?
Not sure if your template should be email or text? Want help writing a high-performing message?
📧 Support@reviewwave.com
📞 1-800-563-0469
We’re happy to review your templates and give feedback!
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