Use a milestone communication template
Updated at November 3rd, 2026
Seven default Milestone Conversation Templates are automatically included in your account. These templates were built to account for common milestones/events that communications are often set out for. These include:
- 30 Day Check-In
- 60 Day Check-In
- 90 Day Check-In
- Birthday
- Check-In
- Exit Survey
- Work Anniversary
You can put a Milestone Conversation Template in use in two ways:
- Selecting the Create Now button next to a Communication Template displayed on the Communications landing page.
- Selecting the Use Template action menu option from the Milestone Templates section of the Communications page.
In doing so, the Milestone Communication Builder will open and include this selected template. Click here to learn more about Conversation Templates.