Standard Templates Library

The Standard Templates Library helps Admins create scheduled notifications more efficiently across all Momenta journeys by starting from pre-configured, best-practice templates.

Instead of building each message from scratch, you can:

• Reuse tested templates
• Reduce setup time
• Maintain consistency in language and tone
• Create messages in bulk across journeys or cohorts

When you click + New Notification in the Notifications tab, you’ll now see two entry options:

• Create new: Opens a blank form
• Create from template: Opens the Templates Library Table

This lets you choose whether to reuse a standard template or start fresh. Selecting Start from template is the recommended option for common comms like welcome emails, nudges, or session reminders.

The Templates Library appears in a table format with the following columns:

• Title
• Channel (Email or In-App)
• Primary Condition (e.g., "After activity complete")
• Tags (e.g., "Reminder", "Welcome", "Wrap-up")

You can:

• Preview a template before use
• Select one or more to start notification creation

You can use:

• The search bar to find templates by keyword (e.g., "feedback")
• The tag filter to narrow results (e.g., "Session")

This makes it easy to find the right template, especially as the library grows.

Click Preview to view:

• Notification title
• Message body (HTML)
• Primary condition (e.g., module complete)
• Tags and delivery method

This lets you confirm the message logic and content before use.

Click on a template title or Use to open the notification modal, which is:

• Pre-filled with the template’s message, condition, and tags
• Fully editable (you can change anything before saving)
• Always saved as a Draft by default

Admins must manually publish (enable) after reviewing the draft.

To create multiple notifications at once:

• Select multiple templates using checkboxes
• Click Use Templates to open the Bulk Confirmation modal
• Edit any warnings (e.g., missing values) before saving
• Click Confirm & Save Drafts

All messages will be saved as separate drafts in the Scheduled Notifications table.

Some templates require extra values (e.g., Activity Name, Score Range). If these are missing, you’ll see:

• Tooltip warnings next to the template in the bulk modal
• Modal-level banner warnings if editing a single draft

You won’t be able to save until these required fields are completed.

All notifications created from templates are saved as Drafts. Once saved:

• Go to the Notifications Table (Journey, Cohort, or Team)
• Edit, enable, preview, or delete the draft as needed

Drafts behave like any other manually created notification and are no longer linked to the template after saving.

• New Notification Modal: Shows options for “Create new” or “Create from template”.

• Templates Library Table: Displays templates with columns for Title, Channel, Tags, Conditions.

• Search + Tag Filter: Filtering by “Reminder” and searching “kickoff”.

• Preview Modal: Read-only view of full message body, tokens, and condition logic.

• Notification Creation Modal: Pre-filled with selected template’s message and condition.

• Bulk Confirmation Modal: Shows multiple templates, warning icons, edit/remove options.

• Tooltip Warnings: Shown when condition fields are missing and need completion.

• Scheduled Notifications Table: Displays saved drafts with edit, preview, enable, delete options.