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Inserting a Template into a Message Sequence

Overview: 

Inserting a template into a message sequence allows you to quickly add pre-designed content to your campaign emails. This ensures consistent branding, saves time on content creation, and helps maintain a professional and cohesive communication flow throughout the sequence.

Follow these steps to insert a template into a message sequence:
Step 1: On your Dashboard, navigate to the Campaigns tab under the Marketing section.
Step 1: On your Dashboard, navigate to the Campaigns tab under the Marketing section.

Step 2: You will then be navigated to Campaigns.

Step 2:  You will then be navigated to Campaigns.

Step 3: Select a draft campaign, then click Edit.

Step 3: Select a draft campaign, then click Edit.

Step 4: You will then be navigated to the Campaign Builder.

Step 4: You will then be navigated to the Campaign Builder.

Step 5: Click Messaging to navigate.

Step 5: Click Messaging to navigate.

Step 6: You will then be taken to the Message Sequence. From here, you can insert your template.

Step 6: You will then be taken to the Message Sequence. From here, you can insert your template.

Step 7: Scroll down and click the Insert Template button to continue.

Step 7: Scroll down and click the Insert Template button to continue.

Step 8: You will see the Templates List, where you can choose a category and a sequence.

Step 8: You will see the Templates List, where you can choose a category and a sequence.

Step 9: Once you’ve made your choice, select a template and click it to confirm.

Step 9: Once you’ve made your choice, select a template and click it to confirm.

Step 10: This section allows users to choose whether to use and insert the entire selected sequence or only the selected template.

Step 10: This section allows users to choose whether to use and insert the entire selected sequence or only the selected template.

Step 11: Once you’ve decided, click Use Selected to proceed.

Step 11: Once you’ve decided, click Use Selected to proceed.

Step 12: It will then be inserted into your messaging sequence.

Step 12: It will then be inserted into your messaging sequence.

Step 13: Once you’re done setting up, click Save to apply the changes.

Step 10: Once you're done setting up, click Save to apply the changes.

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