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Build Templates

Templates keep your communications on-brand and save time on repetitive messages.

Create a template​

  1. Go to Communications → Templates and click New Template.
  2. Choose the channel (Email or SMS).
  3. Add a name, subject (for email), and body content.
  4. Insert merge fields like {{first_name}} or {{event_date}} to personalize.

Start from a standard template​

Omnivo includes ready-made standard templates — like the Community Newsletter — that appear in your template list alongside your own. Standard templates are read-only: click Duplicate to create your own editable copy, then swap in your images (image blocks start as empty drop zones) and replace the [bracketed] placeholder text with your event details. Merge fields like {{ affiliate.name }} fill in automatically when the email is sent.

Use a template​

Templates can be used when:

  • Sending a one-off message
  • Configuring an automation
  • Sending from a related record (e.g., volunteer event reminder)

Unsaved work is kept as a draft​

While you edit, the template editor automatically keeps a local draft of your unsaved changes on your device. If your browser crashes, your session expires, or you close the tab before saving, reopening the editor offers to Restore your unsaved changes so you can continue where you left off — or Discard draft to start from the last saved version.

A few things to know:

  • Drafts live only in the browser you were working in; switching devices or browsers won't carry unsaved changes over.
  • The draft is removed once you save the template or choose to discard your changes.
  • If someone else edited the same template in the meantime, the restore prompt warns you before bringing back your older edits.

Versioning​

Edits to a template don't affect messages already sent. Use Duplicate if you want to keep the original intact while iterating.