How to Create a Campaign from a Template

Step-by-Step Walkthrough

This is how you create a campaign from a template.

1. Navigate to your Campaigns page.

2. Select Templates on your campaign menu.

3. If you have a template, you can pick one to create a campaign from.

4. Select the three dots on the template card and hit Create Campaign.

5. Once you've done this, you can either use the existing lessons or you can create new lessons.

   We recommend using the existing lessons*.

6. Everything should be the same in the new campaign, however, you will not have any contacts in the campaign

7. Be sure to review your campaign to make sure it functions how you expect it to.

*What this will do is use all of the exact same lessons as they are and push those into the campaign. If you create new lessons, it will duplicate all of your existing lessons and put them into a new folder. This is typically not what people want to do. So if you use the existing lessons, it will generate a brand new campaign using the campaign lessons that were previously in the other campaign.