Message Templates

Message templates are pre-written emails tied to workflow stages. They ensure creators receive the right information at the right time — from their first invitation through to payment — without your team needing to draft individual messages.

Templates are configured within each campaign under Setup → Message Templates.

Default Templates

Every new campaign includes a set of default templates covering the main stages of the workflow. The default templates are:

• Invitation: sent when a creator enters the Invited stage
• Member Accepted: sent when a creator is accepted and enters Confirmation
• You're Confirmed: sent when a creator confirms participation
• Posting Instructions: sent when a creator enters Content Creation (when Draft Review is not enabled)
• Post Approved: sent when a creator's draft is approved and they enter Content Creation (when Draft Review is enabled)
• Draft Submission: sent when a creator enters the Draft stage
• Draft Needs Revisions: sent when a draft is marked Needs Work
• Post Complete: sent when a creator reaches Complete

By default, all templates are set to Manual delivery. Review and update all placeholder text in brackets before setting the campaign Live. Placeholders won't auto-populate.

Delivery Methods

Each template can be set to one of four delivery methods.

Manual: you select creators and trigger the send yourself from the Workflow tab.

Automatic: Stage Entry: sends automatically when a creator enters the selected workflow stage.

Automatic: Date Based: sends relative to a due date (Deliverable Due Date, Draft Due Date, or a specific date). Use this for reminders before or after deadlines. Date-based messages send between 7:00 and 8:00 AM Eastern on the scheduled day.

Automatic: Draft Marked as Needs Work: sends automatically when you mark a draft as needing revisions.

Set Up a Template

1. In Later Influence, open your campaign and select Setup → Message Templates
2. Select the ellipsis icon, then select Edit next to the template you want to configure
3. Customize the subject line and message body
4. Add merge tags, inline images (GIF, JPG, PNG up to 2 MB), or campaign links
5. Select Delivery to choose a delivery method and, if automatic, select the trigger stage or date rule
6. Select Save

Merge Tags and Placeholders

Merge tags — in {{double curly braces}} — auto-populate with creator and campaign data when the message sends (for example, {{first_name}}, {{due_date}}).

Placeholders — in [ALL CAPS BRACKETS] — must be updated manually before sending. They never auto-populate.

Add a New Template

1. In Later Influence, open your campaign and select Setup → Message Templates

2. Select Add message template at the bottom of the templates section

   

3. Customize the subject, body, delivery method, and stage
4. Select Save

Exclude Past Recipients

By default, both automatic and manual sends exclude creators who already received that template in the same campaign. To resend a template to a creator who already received it, uncheck Exclude Past Recipients before sending.

Best Practices

• Automate where possible to ensure consistency and reduce manual effort. Layer reminders for key deadlines — for example, one three days before the due date and one day after
• Replace all placeholder text before going live 
• Test your templates by adding yourself as a test creator and moving through the relevant workflow stages