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What you’ll learn

By the end of this guide, you’ll know how to design in-app message templates, set delivery priority, and prepare them for audience schedules or journey actions.

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Step 1: Access in-app templates

Navigate to Marketing Automation → In-app templates in the dashboard. Click New in-app template to open the editor.

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Step 2: Choose a message type

Select the surface that best fits your campaign:
  • Modal — centered dialog for promotions or announcements
  • Fullscreen — high-impact takeovers
  • Slide up — bottom sheet for secondary actions
  • Banner — lightweight top or bottom alerts

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Step 3: Build the template content

1

Set base details

Add a descriptive name, optional description, and brand when you manage multiple brands.
2

Write the message

Enter a title and body. Add an optional image URL for a hero visual and configure buttons (primary action, dismiss, deeplink, or external URL).
3

Set priority

Under Delivery, set priority when multiple messages are eligible for the same customer. Higher values win.
4

Assign teams (optional)

Use the team picker to restrict who sees this template in analytics. Leave empty for account-wide visibility.
Use the iOS and Android previews to validate layout before saving.

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Step 4: Test and schedule

Send test delivers the template to a test audience so you can verify rendering on real devices. Schedule materializes messages for a selected audience at a chosen time. Large audiences are subject to the in-app send limit shown in the scheduler.

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Step 5: Use in journeys

Add an In-app action node in a journey and select your template. Connect the node to an event edge so messages materialize when customers hit that step. For real-time delivery, pair journey in-app nodes with qualifying customer events. Your app should call GET /inapp/capabilities to learn which eventTypes trigger a refresh.

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Analytics

Open Analytics → In-app to review delivery, impressions, clicks, and dismissals.

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Next steps