How do I save a campaign as a template or reuse a past campaign?

This article provides a step-by-step guide on how to save a campaign as a template and reuse a past campaign within your CRM to streamline marketing efforts.

With your CRM, you have the flexibility to save a campaign as a template and even create a new campaign using a previous one as a foundation.

Saving a Campaign as a Template

1. Navigate to the Campaigns section from the left-hand menu.

2. Locate the campaign that you want to save as a template.

3. Click the dropdown arrow next to the campaign name.

4. Select "Save as a template."

5. You will be automatically redirected to your list of templates, where the newly saved template will appear at the top of the list.

Using a Past Campaign as a Template

1. In the left-hand menu, go to the Campaigns section.

2. Click on "Create a Campaign" to initiate the campaign creation process.

3. Enter the desired campaign name in the provided field and choose the list to which it will be sent.

4. On the "Design Your Campaign" page, select "Past Campaigns."

5. Hover your cursor over the campaign you wish to use as a starting point.

6. Click the "Select" option to proceed with editing and customizing your new campaign.

By following these simple steps, you can efficiently manage your marketing efforts by reusing successful campaigns and streamlining your workflow within your CRM.