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Learn how to create a simple Slack message template with dynamic data and send it to your workspace.

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Watch the demo

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Prerequisites

  • Slack workspace connected (see Connecting Slack)
  • Basic understanding of JSON data structures

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Step 1: Create a new template

  1. Navigate to Templates in the sidebar
  2. Click Create Template
  3. Enter a name: Welcome Message
  4. Click Create
Template creation dialog You’ll be taken to the Template Builder.

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Step 2: Add your first block

  1. In the Block Toolbox above the canvas, find the Header block
  2. Click it to add it to your template
  3. In the text field, type: Welcome to the Team!
Header block added

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Step 3: Add dynamic content with placeholders

  1. Click Section in the Block Toolbox
  2. In the text area, type:
Hi {{user.name}}, welcome aboard! We're excited to have you join us as a {{user.role}}.
The {{user.name}} and {{user.role}} are placeholders — they’re replaced with actual data when you send the message. Section block with placeholders

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Step 4: Add sample data for preview

  1. Click the Sample Data tab in the right panel
  2. Switch to JSON editor
  3. Add this sample data:
{
  "user": {
    "name": "Alex Johnson",
    "role": "Software Engineer"
  }
}
  1. Click back to the Preview tab
Preview showing rendered message You should see your placeholders replaced with the sample data.
Preview frequently to check how your message looks before sending.

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Step 5: Save and send

  1. Click Save in the top right
  2. Click Send to Slack
  3. Select a channel or user
  4. The template is compiled with your sample data and sent
  5. Check your Slack workspace for the message
Message in Slack

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What you’ve built

You now have a template with:
  • Static content (header)
  • Dynamic placeholders (user name and role)
  • An interactive button
  • Sample data for testing

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Next steps

Using placeholders

Learn advanced placeholder syntax for nested objects and arrays.

Block types

Explore all available block types.

Interactive buttons

Make buttons trigger webhooks or open modals.

Button webhooks

Connect buttons to external systems.

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Common issues

Make sure you have sample data in the Sample Data tab that matches your placeholder structure.
Check that all placeholders reference fields that exist in your sample data. Syntax errors (e.g. {{user..name}} with double dots) will also cause failures.
Verify the Actions block is saved and the template compiled without errors.