How Can I Access the Templates within Connect 365

In order to access the pre-loaded Campaign Templates with Connect 365 you have to start the Campaign set-up procedure.

To create a new campaign - Click “Campaigns”  >  “Create Campaign” -

Next you will have the opportunity to choose whether to create a custom campaign, or use one of the templated campaigns provided. To access our pre-loaded templates,  click on the  “Use Template” button.

There are a variety of different templated campaigns for a variety of different situations. Use the scroll bar on the left-hand column to see all the templates. If you click on the template name, in the main window it will display the emails that are templated for that particular campaign. Click on the individual email to preview the message itself.

That way you can preview the different templates before making your choice.

When you are ready to make your choice, Click the name of the template in the left column, and then click the "START THE CAMPAIGN CREATION" button. This will load that campaign and you can begin editing the settings and messages.