If your campaign shows great results, it can be a great idea to save it as a template and use it in the future. This guide will help with all the needed steps!
Saving sequence as a template
Firstly, let's start with the steps you need to save your sequence as a template👇
Go to the Sequences page;
Hover over the needed sequence and click on 3 dots:
Click Save as template in the drop-down menu:
In the opened window edit the template name and description:
Click Save.
Finding sequence templates or creating from scratch
Let's locate the saved templates in your account. Here are the steps you need to follow👇
Click the New Sequence button on the Sequences tab:
Choose From template;
Pick Team templates in the opened window.
Click Create or find your saved sequences.
This is it! If you have any questions left, feel free to message our Support team.