Create and manage templates in Valley

Valley now has a dedicated Templates area where you can create, edit, duplicate, search, and organize message templates. You can also apply template updates to linked campaigns and regenerate pending drafts.

Open Templates

1. Click Templates in the dashboard or main navigation.

Create a template

1. Click Create Template.

2. Write the message body in the editor.

3. Use the { menu to insert placeholders such as first name, company, or custom fields.

4. Save the template.

Edit and duplicate templates

1. Open an existing template from the list or side panel.

2. Make your changes in the editor.

3. To create a copy, click Duplicate.

Apply template changes to campaigns

1. After saving a template, Valley shows a dialog if it is linked to active campaigns.

2. Choose which campaigns to update.

3. Confirm to regenerate pending approval messages for those campaigns.

Sent, scheduled, and already-approved messages are not affected.

Search and organize

Use the search bar in the Templates area to filter by name or content. Templates are organized in a side panel layout for quick browsing while you edit.