To set up a message template, go to the Settings tab > Messaging Settings > New Template.

Name your template, and create the content. 

You can include a number of auto-populating data embeddings in your templates, accessed in the "Metric" dropdown in the template:

  1. Charts - visual snapshot of performance over time
  2. Single Value - a text string of any metric number you want to populate in a sentence
  3. Leaderboard - chart of top performers in group or team

Whenever you load this template in a message, these embeddings will populate for any group, team, or individual. 

Template

Message

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