How to Create Image, Video, or Document Templates

Media templates work well when the customer needs to receive something visual or downloadable together with a clear supporting message.

Choose the right media type

• Use image when a visual preview matters.
• Use video when the message needs motion, demonstration, or richer explanation.
• Use document when the customer needs a file such as an invoice, guide, or brochure.

How to build a media template

1. Choose image, video, or document as the template type.
2. Attach or reference the media in the header section.
3. Write a short body that explains what the customer is receiving.
4. Add a footer or button if it helps the customer take the next step.

Good media habits

• Use media that is clearly related to the message.
• Avoid cluttered or low-quality visuals.
• Keep the body text short and useful because the media already carries part of the message.