Heeeeey lemlister! π
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! π
How to Save a Schedule as a Template
Option 1: From the Templates Section
1οΈβ£ Go to the Templates section from your dashboard (left menu).
2οΈβ£ Select Schedule and click the blue button to get started.
3οΈβ£ Name your template and hit Confirm.
4οΈβ£ 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. π€©
Option 2: From a Campaign
1οΈβ£ Open your campaign and head to Settings.
2οΈβ£ Go to the Schedules section and click Create a new schedule.
3οΈβ£ Add a name and adjust your schedule settings.
4οΈβ£ 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:
1οΈβ£ Go to Settings > Schedules > Team Templates in your campaign.
2οΈβ£ Click the three dots next to your desired template.
3οΈβ£ Add it to your campaign as schedule.
π Congrats, lemlister! You've mastered using and saving schedule templates.
Save time, stay organized, and optimize your campaigns with ease. Need help? Weβre always here to assist!
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