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How to create a campaign from a template?

Kenneth Johnson avatar
Written by Kenneth Johnson
Updated over 7 months ago

Try our interactive demo or continue reading the steps below.


1. Start by selecting the 'Campaigns' option.

1 Click on "Campaigns".

2. Now, go ahead and add a new item by clicking the plus icon.

2 Next up, click here.

3. Next, enter a name for your new campaign.

3 Click on the element.

4. Then, proceed by clicking 'Continue'.

4 Afterwards, click on "Continue".

5. Choose 'Sequence' to define the steps.

5 Click on "Sequence".

6. Get creative and customize your sequence.

6 Afterwards, click on "Unleash your creativity to craft your unique sequence".

7. Now, select 'Email Generator' to automate emails.

7 Next, click on "Email Generator".

8. Afterwards, pick a template by clicking 'Templates'.

8 After, click on "Templates".

9. Choose 'Book meetings' to manage your scheduling.

9 Click on "πŸ’ͺ Book meetings".

10. Finally, click 'Choose' to finalize your preferences.

10 Next up, click on "Choose".

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