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Create a campaign from a template

Updated on October 25, 2024

In this lesson we will cover how to create a campaign from a template.

1

Click Browse all templates to access the template section.

2

On the left side, browse the template library using filters. You can filter templates by different criteria to find one that fits your goals.

3

To check a specific template, click Preview.

What information does each template include?

Each template includes key details such as:

Title: The name of the template.
Description: Overview of the template’s purpose.
Sequence type: Indicates if the sequence is email-only or multichannel.
Campaign stats: Shows how well the template has performed for others.
Sequence preview: Displays the steps in the template.
Author: The creator of the template.
Language (for community templates): The language used in the template.
Audience fit (for community templates): Information about the target audience.
Target group (for community templates): Who the campaign is aimed at.
Number of users: How many have used the template.

1

After deciding on a template, click Use template.

2

Edit the campaign as needed, import your leads, and launch the campaign.

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