All Collections
Promotional + Loyalty Tools
Campaigns
How do I create a template & insert it into a campaign?
How do I create a template & insert it into a campaign?

How to save ideas for future campaigns and save time on repeated use of campaigns.

Support and Success at Mobiniti avatar
Written by Support and Success at Mobiniti
Updated over a week ago

The marketing process never ends, at any time you may come up with a good idea that you can save in as a template at no extra cost. Also, if there's a message you know makes sense to send multiple times, or will serve as a basic starting off point for multiple messages, save that as a template for the future. Never let a message or idea go wasted when you don't have to. Save it as a template, and put it into a message later on. Save yourself time, and keep revenue growing ideas.


Create a Template

Step 1:

Go to the Campaigns tab.

Step 2:

Select the Templates sub tab.

Step 3:

Click on the Create New Template button.

Step 4:

Name your template.

Step 5:

Type out your message and include any link(s), files, or personalization as needed.

Step 6:

Check the Active box.

Step 7:

Save template. 


Add Template To Your Campaign

Step 1:

Go to the Campaigns tab.

Step 2:

Click on the Create New Campaign button.

Step 3:

To the right, under the message box, click on the Template.

Step 4:

Click on Choose A Template, then select the template you want.

Click the Ok button.

Did this answer your question?