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.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.
In-app templates list
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
Message types
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.
Template editor
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.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 callGET /inapp/capabilities to learn which eventTypes trigger a refresh.
Analytics
Open Analytics → In-app to review delivery, impressions, clicks, and dismissals.
In-app analytics
Next steps
- Integrate in-app messages — connect your mobile app
- Integrate in-app messages — API examples
- In-app messages concept — lifecycle and configuration reference