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Save a schedule as a template πŸ„

Learn how to create, save, and use schedule templates to streamline your campaigns and boost efficiency!

Updated over a month ago

Heeeeey lemlister! πŸ‘‹

Want to save time and stay organized while managing your campaigns? Saving a schedule as a template is the perfect way to streamline your workflow and avoid re-entering the same settings for every new campaign. Let's dive into how you can create and save schedule templates effortlessly! πŸš€

How to Save a Schedule as a Template

Option 1: From the Templates Section

1️⃣ Go to the Templates section from your dashboard (left menu).

2️⃣ Select Schedule and click the blue button to get started.

3️⃣ Name your template and hit Confirm.

4️⃣ Adjust your template settings:

  • Time zone

  • Days to contact leads

  • Hour frame for outreach

  • Minute intervals for new lead contact

Boom! Your schedule template is ready to go. 🀩

Option 2: From a Campaign

1️⃣ Open your campaign and head to Settings.

2️⃣ Go to the Schedules section and click Create a new schedule.

3️⃣ Add a name and adjust your schedule settings.

4️⃣ Click + Add this schedule, then save it as a template by clicking the three dots next to it.

You can now use this template for your campaigns, adding one or more schedules as needed.

Using a Saved Schedule Template

Already have a schedule template? Here's how to use it:

1️⃣ Go to Settings > Schedules > Team Templates in your campaign.

2️⃣ Click the three dots next to your desired template.

3️⃣ Add it to your campaign as schedule.

πŸŽ‰ Congrats, lemlister! You've mastered using and saving schedule templates.

Save time, stay organized, and optimize your campaigns with ease. Need help? We’re always here to assist!

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