Message Template vs. Campaign Builder 

You can now view your Message nudge campaigns directly in the platform using the Campaigns tab. This view shows how messages created with templates translate into live nudges.

Below, we’ll walk through three common message types and compare how each message is set up using a template and how it appears in the Campaigns dashboard.

The message types covered are:

1. Send Now Event-Triggered Messages

2. Automated Keyword Response Messages

3. Save Response to a Field Messages

4. Send Multi-Part Messages

"Send Now" Event Triggered Message

This message type sends at a scheduled time once specific conditions are met.

In this example, the message is scheduled to send at 10:00 AM once the rule applied = TRUE is met.

• If Kathy’s data updates to applied = TRUE at 9:00 AM on Tuesday, the message sends at 10:00 AM on Tuesday.

• If her data updates at 2:00 PM on Tuesday, the message sends at 10:00 AM on Wednesday.

Template View

This message is configured in the template with:

• Event-based conditions (Now)

• A scheduled send time (@ 10:00am)

• Message content

Campaign Dashboard View

Select your nudge on the left-side menu. Click the initial message with the purple message icon () to view:

1. Nudge name

2. Send time

3. Contact segment and conditions

4. Full message text

This view lets you quickly confirm when the message sends and who receives it.

Automated Keyword Response Message

Automated keyword responses appear in the Campaigns dashboard as a flow chart, showing how contacts move through different response paths.

Below is an example with three possible responses.

Template View

The message is set up in the template, with:

• The initial message outlined in a box

• Response logic defined for each keyword

Campaign Dashboard View

Click the initial message with the purple message icon () to view:

1. Campaign name

2. Send time

3. Contact segment and conditions

4. Initial message text

When a contact replies with a keyword (for example, Yes, No, or Done), they receive a corresponding response.

Response Messages (Second Tier)

Click a response message with the paper plane icon () to view:

1. The audience eligible for the response

2. The reply time frame (how long the trigger remains active)

3. Keywords and synonyms that trigger the response

4. The response message text

Response to "Yes" 

Keyword Synonyms

It’s important to include synonyms so responses are captured correctly. For example, instead of replying “yes,” a contact might respond with:

• “yeah”

• “y”

• “👍”

Adding synonyms ensures contacts receive the correct response.

Response to "No" 

Response to "Done" 

Save Response to a Field in Message

You can collect and store contact data by asking a question and saving the response to a field in Message.

You ask contacts about their application status.

• If a contact responds “done”, you want to update their data to applied = TRUE.

• The response is saved to a custom data field called applied.

Template View

The template defines:

• The question being asked

• The keyword responses

• The field to update

Campaign Dashboard View

Click the blue file icon () to expand the save-response settings. 

From here, you can configure:

1. Which keywords and synonyms trigger the update

2. Which data field to update

3. How the field should be updated (for example, setting applied = TRUE)

4. Optional rules for who to save or ignore responses for

This view makes it easy to verify how incoming responses affect contact data.