What Are Campaign Templates?
Campaign Templates allow you to save your postcard selection, campaign type, and number of touches or batches, making it easy to reuse the same settings for future campaigns. This feature helps you save time, stay organized, and streamline your direct mail process.
📌 Note: Campaign Templates are only available on the Business Plan.
Not on the business plan yet? Click Upgrade from your Dashboard or within the Settings -> Billing section of your account to gain access.
Creating Campaign Templates
Step 1: Before You Start - Create Your Mail Design
Before creating a campaign template you must first set up and save a mail design. If you haven't done this yet, see our guide: Creating and Sending Direct Mail Campaigns
Step 2: Creating a Campaign Template
You'll be able to save a campaign template after you start and set the options for your direct mail campaign.
To start a campaign, go to the Direct Mail tab and select Create New Campaign or filter and select the records from the Property Records page and go to Send to -> Direct Mail.
Next, Select your mail design, enter or confirm your Return & Contact Info, select if you want to send as single touch or multi touch, or send all at once or in batches, and select your send date.
After you set up the campaign, click Save New towards the top right of the Campaign Setup page to save your campaign template.
Name your campaign template and select a folder to save it to. All accounts will have a default folder to save to or you can create new folders to further organize your campaigns.
Creating Template Folders
To create a new folder for your campaign templates, click Load or select Create New Folder after selecting to save a new template.
Name your folder and click Create Folder. This folder will now appear under a drop down menu to select when saving new templates.
Using a Saved Template
After you've saved a template, you'll have the option to load this template to use on future campaigns. To use a template, click Load and select the template you want to use.
Edits to the campaign can still be made after the template is loaded.
Editing Templates
To make changes to a saved template, open the template by clicking load and selecting the template, make any changes you like, then click the disc icon to save.
Moving to Folders
To move a new campaign template to a folder, click the 3 dots next to the campaign and select Move to Folder.
Deleting Campaigns or Folders
To delete a campaign template, select the 3 dots next to the template and Delete.
To delete a folder, select the 3 dots next to the folder and delete.
After selecting delete you will need to confirm you want to delete by typing or copying and pasting Delete Forever.
Note: Templates cannot be recovered after they are deleted.
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