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How can I save a sequence as a template?
How can I save a sequence as a template?

Find out how you can save your sequence as a template

Reply Team avatar
Written by Reply Team
Updated over a week ago

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 template👇

  1. Go to the Sequences page;

  2. Hover over the needed sequence and click on 3 dots:

  3. Click Save as template in the drop-down menu:

  4. In the opened window edit the template name and description:

  5. Click Save.

Finding sequence templates

Secondly, let's locate the saved templates in your account. Here are the steps you need to follow👇

  1. Click the New Sequence button on the Sequences tab:

  2. Choose From template;

  3. Pick Team templates in the opened window;

  4. Click Create:

This is it! If you have any questions left, feel free to message our Support team.

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