Overview

The template library surfaces a curated set of pre-configured templates, organized by common subscriber lifecycle use cases, directly inside the New prompt and New guide flows in Recurly Engage. Instead of starting from an empty prompt or guide, you select a template that already includes proven copy, layout, and campaign settings, then customize it for your business.

Templates are drawn from the best-practice prompts and guides Engage has historically provisioned for new apps. Rather than being hidden in backend setup, they're now selectable on demand any time you create a prompt or guide, so both new and experienced customers can launch faster.

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. Selecting a template creates a new draft with preset configuration already filled in, so you move straight to refining rather than building from scratch. Templates are grouped into four use-case categories: churn prevention, involuntary churn, winback, 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, reducing misconfiguration and support requests
• Best practices built in: Templates reflect the lifecycle moments Recurly Engage customers use most

Key details

Use case categories

Templates are organized by the subscriber lifecycle goal you are 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

1. From the Engage dashboard, click + New prompt
2. The New prompt modal opens with the Template library displayed, showing available templates grouped by use case
3. Browse the categories and select the template that matches your goal (for example, Cancel save under Churn prevention)
4. A new prompt draft is created with preset copy and layout already filled in
5. You land in the Prompt editor, where you can refine the content and launch

To build a prompt without a template, scroll down to the Custom Prompts section, which remains available in the modal

Create a guide from a template

1. From the Engage dashboard, click + New guide
2. The New guide modal opens with the template library displayed, showing available guide templates grouped by use case
3. Select the template that matches your goal, for example, payment failure under involuntary churn
4. A new guide draft is created with all preset configuration filled in, including the guide name, description, and segment, along with the required launch fields for that use case
5. You land in the guide editor to review, customize, and launch

To build a guide without a template, scroll down to the Custom Guides section, which remains available in the modal