Last updated: November 29, 2023
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 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.
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. Add information and instructions, and associate assets to your campaign in a purposeful order.
When setting up your steps, associating an asset from the campaign details page or the asset's editor will not automatically create a step. The step must be manually created in the campaign template editor.
To manage your campaign steps:
You can use campaigns previously created from an existing campaign template to save as a new, custom campaign template. To save an existing campaign as a campaign template:
To review your saved templates:
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 on the campaign details page.