Creating and Using Templates

Creating a Template

We've recently introduced the ability for you to create your own private templates OR submit templates for use by our entire community of users.

To submit a campaign that you've previously created as a template, simply navigate to the campaign from your main Campaigns page.

Then choose the 'Create Template' button to the right of your chosen campaign.

Next you'll be asked to enter a Title for your Template, provide a brief description and category, and finally choose whether you want to keep this template private (only able to be used within your account) or public (accessible to our community of users).

For templates submitted for Public use, the template will need approval from our admin team before it is eligible to be shared.

You should have your template reviewed and either approved or denied for public use within 3-5 business days.

Using a Template

You'll now see an option when creating a new campaign and choosing the Use Template option to view:

• 'My Templates' (your privately stored templates)
• 'Admin Templates' (messaging templates submitted and suggested by the Connect 365 team)
• 'User Submitted Templates' (custom templates submitted by other users and approved by the Connect 365 team)

In each of these 3 categories you are able to click 'Preview Template' to get an overview of the campaign and the messages. From within the Preview window, you should see an option to 'Start The Campaign Creation'. This would allow you to create your own individual campaign based on the chosen template.