Core Docs - Engagement - Communication Templates

Rock Version: v20.0
Last Modified: 2026-05-01 1:39 PM

Communication Templates make it easy to send polished, on-brand messages every time. They help your team stay consistent and efficient—so you can focus on what really matters. Instead of rewriting the same message for the hundredth time, just use a template and give your fingers a break.

As you build your template collection, finding the right one can get tricky. That’s where categories come in. By filtering templates by Category, you can zero in on exactly what you need.

To begin, go to Admin Tools > Settings > Communication Templates, then press the ti ti-circle-plus button to create a new template.

Once you click Save, your template is ready for use.

Organizing and Securing Templates

Categories help you group templates by theme—like General, Children's Ministry or Finance—so it’s easier to find what you need.

If certain templates are especially important, you can restrict access using security settings. From the Communication Template List page, click the ti ti-lock icon to choose who can View, Edit or Administrate each template.

Keep in mind: you'll only see templates you have Edit permission for on your My Settings page.

Using the Communication Template Preview Image
When selecting a template from the Communication Wizard or My Settings, a preview image helps you quickly recognize the template’s purpose. If you're using the Email Builder, Rock will automatically generate a screenshot—no need to upload one manually.