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Create and manage script templates

Add, edit, order, validate, and remove message templates in a script.

Templates are the ordered message steps inside a script. Select a creator, open CRM > Scripts, and choose a script. You need the Manage templates permission to create or change its templates.

Add a template

  1. Select the script and choose Add template.

  2. Enter a Template Name.

  3. Under Message, either write the message yourself or turn on AI Mode after attaching media. A manually written template needs text; AI Mode needs at least one media item.

  4. Open Medias to attach and order media. Add Follow-up Messages and Creator Tags when those controls are available and useful.

  5. Open Pricing and keep the template Free or configure a paid price.

  6. Choose Create Template.

Validate media and pricing

  • A paid template needs at least one paid media item that is not marked as preview.

  • Preview media can only be used in a paid template that also contains paid media.

  • Creator Tags and preview controls appear only where the connected platform supports them.

  • The editor allows up to 40 media items in the template's main message, but platform limits can be lower. For MYM, use no more than 5 media items in the main message and no more than 5 in each follow-up message. Saving is rejected if any message exceeds that platform limit.

Add follow-up messages

A follow-up can contain text or media and a wait time. Completely empty follow-up rows are not saved. Review each configured follow-up before saving the template.

Edit, reorder, or delete templates

  • Open a template card to edit its content, media, follow-ups, tags, or pricing.

  • Drag template cards to change their order in the script.

  • Choose Delete and confirm to permanently remove a template.

Start from the Template Library

When Browse Template Library is visible, you can use it to add a starter script structure. Review every step, attach your own media, and confirm the script is complete before enabling it.

Still need help? Open Substy and contact support.