If your campaign shows great results, it can be a great idea to save it as a template and use it in the future. This guide will help with all the needed steps!
Saving sequence as a template
Firstly, let's start with the steps you need to save your sequence as a templateš
Go to the Sequences page;
Hover over the needed sequence and click on 3 dots:
Click Save as template in the drop-down menu:
In the opened window edit the template name and description:
Click Save.
Note: You can also save conditional and AI SDR sequences as templates.
Finding sequence templates
Secondly, let's locate the saved templates in your account. Here are the steps you need to followš
Click the New Sequence button on the Sequences tab:
Choose From template;
Pick Team templates in the opened window;
Click Create:
This is it! If you have any questions left, feel free to message our Support team.