Consistent communication is key to building Guest loyalty. Whether you manage a single storefront or a multi-location group, Campaign Templates act as your digital blueprints. They allow you to lock in your branding, tone, and targeting rules, ensuring every Reservation holder receives a high-quality, professional message every time.
Key Benefits of Using Templates
Brand Consistency: Maintain the same visual identity and voice across all restaurant locations.
Operational Efficiency: Launch new email or SMS campaigns in seconds instead of rebuilding them from scratch.
Centralized Control: For multi-resto accounts, create a "gold standard" campaign at one location and share it across the entire group.
Reduced Errors: Pre-configure your targeting tags and settings to ensure the right message always reaches the right Guest.
How It Works
A template is a blueprint only. It cannot be sent or scheduled directly. Instead, you use the template to generate a new campaign draft, which you can then review, tweak, and send. This extra step ensures that you always have a final look at the content before it reaches your Clients.
Creating a New Template
There are two ways to build your library of reusable marketing assets:
Method 1: Start Fresh with a New Template
Navigate to the Marketing Campaigns section in the Dashboard.
Click the Templates tab
Click Create a new template
Choose your campaign type: Email or SMS
Fill in your campaign configuration:
Template name (this is what you'll see when reusing it)
Campaign subject line (for email) or message (for SMS)
Select which client profile tags to target (optional)
Configure any other campaign settings
Click Save as template
Your template is now ready to use. Templates cannot be sent or scheduled directly — they're just blueprints for creating campaigns.
Method 2: Save an Existing Campaign as a Template
If you've already built a campaign you'd like to reuse:
Go to the Marketing Campaigns section
Find the campaign you want to convert to a template from a saved draft.
Click the menu button (three dots) next to the campaign
Select Save as template.
Your template will be automatically saved in your Templates tab. The campaign itself remains unchanged — you've just created a reusable template from it.
Sharing Templates Between Locations
If you manage multiple restaurant locations in the same account, you can share templates between them. This ensures brand alignment as all your locations can use the same marketing campaigns.
How to Share a Template
Go to Marketing Campaigns > Templates
Find the template you want to share
Click the menu button (three dots)
Select Share Template
You'll see a preview of what will be shared — review the template details
Click Next to proceed
Select which restaurant locations should have access to this template
Click Share
The template is now accessible to those locations. You'll see a Shared badge appear on the template to show it's being shared with other locations.
Important: Only the person who created the template can share it, edit it, or delete it. When you receive a template shared from another location, you'll see a Shared with you badge so you know it came from a different restaurant.
Launching a Campaign from a Template
Creating a campaign from a template is quick and simple:
Go to Marketing Campaigns > Templates
Find the template you want to use (your own templates or ones shared with you)
Click the menu button (three dots)
Click Create campaign from template
A new draft campaign is created with all the settings from the template pre-filled
Edit any details if needed (you can change anything — the template is just a starting point)
Send or schedule the campaign as normal
The new campaign is fully separate from the template, so any changes you make won't affect the template itself.
Template Content vs. Campaign Settings
When you save a campaign as a template, the system creates a new, independent file. This ensures your "master" version stays clean while you create various campaign drafts from it.
What is Included: Email subject/body, SMS copy, design layouts, and segment rules (filters).
What is Excluded: Scheduled send times, specific recipient lists, and previous delivery analytics.
Reservation Link Dates: If your original template included a specific Reservation date that has passed, the system will automatically remove it from the template to keep your content fresh.
Managing Your Templates
Edit or Delete Templates
Only the template creator can edit or delete templates:
Go to Marketing Campaigns > Templates
Find your template
Click the menu button (three dots)
Select Edit to change the template details, or Delete to remove it
Note: Deleting a template doesn't affect any campaigns that were created from it — they remain independent.
Shared Templates and Client Profile Tags
When sharing templates between restaurant locations, the system automatically checks for compatible guest profile tags. To ensure your targeting works smoothly across your account, we recommend using a standardized tag setup (e.g., "VIP", or "Vegan") across all locations.
How to Unshare a Template
If you no longer want a specific restaurant location to have access to a template, you can revoke access at any time.
Go to Marketing Campaigns > Templates.
Find the template you wish to modify and click the menu button (three dots).
Select Share Template.
In the list of restaurant locations, uncheck the boxes for the locations you want to remove.
Click Share to update the permissions.
The template will immediately disappear from the Dashboard of the unchecked locations.
Best Practices
Standardize Your Naming: Use clear titles like "Birthday SMS Promo" or "Holiday Weekend Email" so your team knows exactly which blueprint to pick.
Test Your Tags: If using shared templates, ensure all locations use the same Client profile tags (e.g., "VIP" or "Vegetarian") for seamless targeting.
Audit Regularly: Check the "Usage Count" on your templates to see which marketing strategies are being used most frequently by your managers.
Keep it Fresh: Even with a template, remember to update seasonal images or specific links before sending the final campaign.
Common Questions
Can I send a template directly? No — templates are blueprints only. You create campaigns from templates, then send those campaigns. This ensures you review everything before it goes out.
Can multiple people edit a template? No — only the person who created the template can edit, delete, or share it. This prevents accidental changes.
What if I change a template after creating a campaign from it? The campaign is unaffected. Once a campaign is created from a template, it's independent. Changes to the template don't touch existing campaigns.
Can I use templates if I only have one location? Yes! Templates are useful for any restaurant. You can create and reuse templates within your single location.
What happens to shared templates if a location is removed from my account? If a location is removed from your account, it no longer has access to shared templates.