The template library surfaces a curated set of pre-configured templates, organized by common subscriber lifecycle use cases, right inside the New prompt and New guide flows in Recurly Engage. Instead of starting from an empty prompt or guide, you pick a template that already includes proven copy, layout, and campaign settings, then customize it for your business. Templates come from the best-practice prompts and guides Engage has historically provisioned for new apps — now selectable on demand whenever you create a prompt or guide, so both new and experienced customers can launch faster.

Available on all Recurly Engage plans

1Definition 2Key benefits 3Key details

Limitations

Templates are available for prompts and guides on desktop and mobile web
Creating and saving your own custom templates isn't currently supported

Definition

A template is a pre-built prompt or guide, mapped to a common subscriber lifecycle use case, that you select when creating new content. Choosing a template creates a new draft with preset configuration already filled in, so you go straight to refining instead of building from scratch. Templates are grouped into four use-case categories: churn prevention, involuntary churn, winback, and acquisition and onboarding.

Key benefits

No blank canvas Begin with a proven foundation for common use cases instead of building from scratch.

Faster activation Launch your first campaign in minutes, with copy, layout, and settings already in place.

Fewer setup mistakes Required fields come pre-populated, which cuts misconfiguration and support requests.

Best practices built in Templates reflect the lifecycle moments Recurly Engage customers rely on most.

Key details

Use case categories

Templates are organized by the subscriber lifecycle goal you're trying to solve:

Popular examples include cancel save with offer and personalized onboarding. For deeper background on each scenario, see Popular use cases.

Create a prompt from a template

Open the new prompt flow

From the Engage dashboard, select + New prompt. The New prompt modal opens with the Template library displayed, grouped by use case.

Choose a template

Browse the categories and select the template that matches your goal — for example, Cancel save under Churn prevention. A new prompt draft is created with preset copy and layout already filled in.

Refine and launch

You land in the Prompt editor, where you can refine the content and launch.

TipTo build a prompt without a template, scroll to the Custom Prompts section, which stays available in the modal.

Create a guide from a template

Open the new guide flow

From the Engage dashboard, select + New guide. The New guide modal opens with the template library displayed, grouped by use case.

Choose a template

Select the template that matches your goal — for example, Payment failure under Involuntary churn. A new guide draft is created with all preset configuration filled in, including the guide name, description, and segment, plus the required launch fields for that use case.

Review and launch

You land in the guide editor to review, customize, and launch.

TipTo build a guide without a template, scroll to the Custom Guides section, which stays available in the modal.