Last updated: August 4, 2022
|Marketing Hub Professional, Enterprise|
From the campaigns tool, you can create a campaign from scratch or use a campaign template to collaborate with your team and guide you along.
A campaign template provides you with a documented set of steps to create high-impact, repeatable marketing campaigns. You can also use these steps to keep track of campaign creation processes.
Please note: this article includes information about beta features. To opt in, click Beta > Try out campaign templates in the bottom left of your campaigns dashboard.
To create campaigns from a campaign template:
Steps make it easy for you and your team to stay on track while working on a campaign. You can add information and instructions, and associate assets to your campaign in a purposeful order.
When managing your steps, do note the following:
To manage your campaign steps:
Not all assets will require a step. Steps present the how and why of the campaign's creation process, whereas assets are the touchpoints your customers interact with, such as emails, forms, and more. Instead of adding a step, you can also add assets in the campaign details page.
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