Apply template to campaign

Applying a Template: the Basics

Apply your saved templates or shared templates from a teammate or team leader when crafting Touches in your campaign.

Updating or Saving a new template in Touches

After applying a template, make any updates to best target your prospects. If you do make changes and you'd like to keep the revised template or update the changes on your original saved template, click 'Save Template' to save down the template you're working on to the right folder (or update one of your existing templates).

Hidden Shared Templates

If you don't see the template you're looking for from your teammate, ask them nicely to share their folder with you :)