How do I use my template with a campaign?

Once you create a template, you can use it in any direct or automated campaign.

Take note

  • Templates created with the Early Access option can be used with the Early Access template type only when creating a campaign. It is not possible to use them with the Classic template type
  • Templates created with the Classic option are available for the Classic template type only when creating a campaign. It is not possible to use them with the Early Access template type
  • It is not possible to create a campaign directly from a template. Instead, you need to go through the campaign creation process, then select your template

Use a template with a direct campaign

To use a template you created in a direct campaign:

  1. Click “Campaigns” on the left menu.
  2. Click “Create a campaign.”
  3. Provide a campaign name and select the type of campaign you wish to send. Then click “Next.”
  4. Select the list you want to send the campaign to, then click “Next.”
  5. Select your template type, then click “Continue.”
  6. All templates for the selected template type will display. Click the “Basic Templates” option on the top left of your screen.
  7. Locate the template you created. Hover over the template and click “Select.”
  8. Follow the rest of the steps to create and send your campaign.

Use a template with an automated campaign

To use a template you created in an automated campaign:

  1. Click “Automations” on the left menu.
  2. Edit or create a new automation.
  3. Under “Sending Options,” drag the “Send an email” action to your automation.
  4. A modal window will appear. Click the “Create an email” link.
  5. On the next screen, provide a name for your email then click the “Create” button.
  6. The screen will reload. Select the template type then click the “Continue” button.
  7. Click the “Basic Templates” option on the top left of your screen.
  8. Locate the template you created. Hover over the template and click “Select.”
  9. Follow the rest of the steps to create your automated campaign.
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