Merlin AI In-App Template Generator

The Merlin AI Template Generator allows you to create In-App message templates using text prompts. You can create HTML designs that are accessible, responsive, and equipped with standard tracking capabilities.

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Feature Specifications

  • Tracking: Automatically includes event tracking for close buttons, form submissions, and primary CTA clicks.
  • Responsiveness: Templates adapt to both portrait and landscape orientations by default.
  • Accessibility: Designs follow accessibility standards for inclusive user interaction.

Generate a Template

To generate an In-App template with Merlin AI, follow these steps:

  1. Navigate to the Content step of the In-App campaign creation flow.
  2. In the Merlin AI template generator section, click + Create new
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  3. Specify your requirements using one of the following methods:

    • Select a Suggestion: Choose a pre-defined use case, such as a Spin the wheel pop-up or Survey form.
    • Custom Prompt: Enter technical or design requirements in the input field.
    Screenshot 2026-03-02 at 2.00.18 PM.png
  4. Click the Send icon to generate the template.
  5. Review the generated design using the preview tools:
    • Device Preview: Click the Phone icon to view the layout on a mobile screen.
    • Preview: Click the Eye icon to preview the generated template.
    • Code Inspector: Click the Code icon to view the underlying HTML code.
      Screenshot 2026-03-06 at 11.07.22 AM.png
  6. To refine the design, provide additional instructions in the prompt field (for example, "Change the 'Submit' button color to green" or "Add a 'Skip' option at the bottom").
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  7. Click Use this to apply the generated HTML to your campaign.

Prompt Guidelines

To ensure accurate output, provide specific details on the layout and components. Refer to the following structure:

Template Type: Full-screen, Nudge, or Bottom sheet.

Use Case: Lead generation, Promotional, or Feedback survey.

Core Components: Input fields, countdown timers, or interactive wheels.

Functional Elements: Specific CTA text, hex color codes, and close button placement.

Example: Structured Prompt

The following is an example of a comprehensive prompt for a "Spin the Wheel" campaign:

Type: Fullscreen

Use Case: Lead Gen

Core Component: Spin wheel with 6 slices containing the following prizes:

  • Slice 1: 10% Off (Coupon Code: SUMMER10)
  • Slice 2: 20% Off (Coupon Code: SUMMER20)
  • Slice 3: Free Shipping (Coupon Code: FREESHIP)
  • Slice 4: 15% Off (Coupon Code: SUMMER15)
  • Slice 5: Buy 1 Get 1 50% Off (Coupon Code: SUMMERBOGO)
  • Slice 6: Better Luck Next Time (No coupon code)

Other Components:

  • Dismiss button (X) in top-right corner.
  • Email input field for lead capture before spinning.
  • Winning overlay screen: prize name, coupon code, and a "Shop Now" button.
  • Losing overlay screen: "Better Luck Next Time" text with a "Browse Anyway" button.

Theme: Clean Summer Sale theme.

CTA: Spin to Win.

Action Logic: On clicking "Spin to Win," the wheel spins and lands on a random slice. If the user wins, display the winning overlay with store redirection. If the user loses, display the losing overlay with "Browse Anyway" redirection.

Template Management

Save for Future Use

Generated templates can be saved for use in other campaigns:

  1. To transfer the generated design to the HTML editor, click Use this.
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  2. On the Content page, click the three dots menu.
  3. Click Save Template. The Save as template for future use dialog box appears.
    Screenshot 2026-03-06 at 11.36.06 AM.png
  4. In the Save as box, enter a desired name for your template.
    Screenshot 2026-03-06 at 11.39.24 AM.png
  5. Click Save.
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Note

Merlin AI chat data is volatile and persisted for the current session only. Refreshing the browser, closing the application tab, or selecting Restart chat will permanently delete the conversation history and any unsaved designs.

Navigation Actions

  • Resume: Returns to the active generation session if you have navigated to other parts of the dashboard within the same session.
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  • Restart Chat: Clears all current session data to initiate a new prompt sequence.
    Screenshot 2026-03-06 at 11.42.34 AM.png

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