Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-06-12
Create Engagement Message Templates

Create Engagement Message Templates

You can create templates for your engagement items and reminders that suit your business needs. Example: You create a template with your company logo, fonts, and social media links. You then add a customized message to your engagement item.
  1. Create and activate a notification template for engagements using your company's branding.
    Once you've published the notification template, select one of these notification categories from the
    Template Details
     panel:
    • Ad Hoc Workers Communication
    • Extended Enterprise Campaigns
    • Learning Campaigns
  2. On the
    Create Message Builder Template
     task, create a message template and add your message content.
    1. As you complete the template, consider:
      Option
      Description
      Notification Category
      Select the notification category that corresponds to your notification template.
      Channel(s)
      You can create templates for these channels:
      • Email
      • Mobile Push
      Preview Notification Template
      Select the notification template that you've created.
    2. As you draft your message template, consider:
      Option
      Description
      From Display Name
      Select a name that your message displays to your audience.
      Reply To
      Configure the reply-to email address. You can enter an email address different from
      Sent From
      .
      Insert Data Field
      Select a data field to add to the subject or body of the message template. Example: Select
      Worker
       to display the recipient's name in the body of the message template.
      Translations
      Workday automatically populates the base language based on the preferred locale.
      On the
      Languages
      prompt, you can select:
      • A different base language.
      • Additional languages.
      Message templates with multiple languages are read-only. The
      CC Recipient
       field is unavailable for these templates.
Workday enables you to select notification and message templates for your engagements.
You can manage your message templates after you publish them:
  • To view and edit your existing message templates, as well as create new templates, access the
    Message Builder Template Dashboard
     report.
  • To edit a specific message template, access the
    Edit Message Builder Template
     task.
When you add a message template to an engagement item, Workday creates a static copy of the template at the moment you apply it to an engagement. This prevents changes to the message template from affecting your active engagements.
However, if the message template includes translations, the engagement uses the current template content rather than a static copy. Workday automatically updates your active engagements with any changes you make to the template.
You can also manage your notification templates after you publish them:
  • To view and edit notification types for your existing notification templates, access the
    Maintain Notification Templates
     task.
  • To edit a specific notification template, click
    Edit
     or
    Set Category
     on your published notification template.