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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 10 months 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.ย 


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.

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