đź’ˇ How do I use my template with a campaign?

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:bulb:CX Tips is part of our community tips series, where we post some of the most commonly asked questions we hear from ActiveCampaign customers. Have a new question? Start a new topic by clicking +New Topic in the upper right hand corner!

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Use a template with a direct campaign

To use a template you created in a direct campaign:

  1. Click Campaigns on the left menu.
  2. Click “Create a campaign.”
  3. Provide a campaign name and select the type of campaign you wish to send. Then click “Next.”
  4. Select the list you want to send the campaign to, then click “Next.”
  5. Select your template type, then click “Continue.”
  6. All templates for the selected template type will display. Click the “Basic Templates” option on the top left of your screen.
  7. Locate the template you created. Hover over the template and click “Select.”
  8. Follow the rest of the steps to create and send your campaign.

Use a template with an automated campaign

To use a template you created in an automated campaign:

  1. Click Automations on the left menu.
  2. Edit or create a new automation.
  3. Under “Sending Options,” drag the “Send an email” action to your automation.
  4. A modal window will appear. Click the “Create an email” link.
  5. On the next screen, provide a name for your email then click the “Create” button.
  6. The screen will reload. Select the template type then click the “Continue” button.
  7. Click the “Basic Templates” option on the top left of your screen.
  8. Locate the template you created. Hover over the template and click “Select.”
  9. Follow the rest of the steps to create your automated campaign.

We hope this tip is helpful! :slight_smile: