By the end of this guide, you'll know how to save your proven schedule configurations as templates, apply them to new campaigns instantly, and manage your schedule template library.

Once you've found a schedule that works, timezone, days, hours, and sending speed, you don't want to rebuild it for every campaign. Templates eliminate repetitive configuration, ensure consistency across campaigns, and let your team share proven schedules. Setting up a schedule from scratch takes 3-5 minutes; applying a template takes 10 seconds.

Before you start:

You can create schedule templates from two locations:

Option 1: Templates section (start fresh)

Option 2: Campaign settings (save existing)

Both methods produce the same reusable template.

Step 1: Navigate to Templates

Click your profile/workspace name in the bottom-left, then select Templates.

Step 2: Open Schedules and start a new template

In Templates, open the Schedules tab, then click Create new template.

Step 3: Name your template

Give it a descriptive name that indicates:

Examples:

Tip: Descriptive names help your team find the right template quickly when you have many saved schedules.

Step 4: Configure schedule settings

Set all schedule parameters:

Your template is saved as you configure it and appears in the list on the left.

Step 1: Open campaign settings

Go to Campaigns and select the campaign you want to work on.

Then click the Settings (gear) icon and select Schedules & launch.

Step 2: Save an existing campaign schedule as a template

In Schedules & launch, find the schedule you want to save, click the three dots (⋮), then select Save as template.

The saved schedule becomes available in your team template library for future campaigns.

Once you have templates saved, here's how to use them:

Step 1: Open campaign schedule settings

Open the campaign, click the Settings (gear) icon, then go to Schedules & launch.

Step 2: Apply a template

In the schedule list, find the template you want to use, click the three dots (⋮), then select Use this template.

Step 3: Verify application

The selected template is added to Your campaign schedules with its timezone, days, hours, and sending speed already configured.

There are two ways to manage schedules: from the template library or directly from a campaign.

Open the Schedules template library

Click your profile/workspace name in the bottom-left, select Templates, then open the Schedules tab.

Edit a schedule template

Delete a schedule template

Edit a campaign schedule

Open the campaign, go to Settings → Schedules & launch, then use the three dots (⋮) next to a schedule to modify it.

Save a campaign schedule as a template

From the same menu, select Save as template to add that schedule to your template library.

Delete a campaign schedule

From the schedule menu, select the delete option to remove that schedule from the campaign.

Example: Building a template library for a multi-region team

Your team runs campaigns in three regions:

Template 1: "US East Coast - Standard"

Template 2: "US West Coast - Standard"

Template 3: "EU Central - Business Hours"

Template 4: "Aggressive - Extended Hours"

Result: Team members select the appropriate template when creating campaigns instead of manually configuring timezone and hours every time.

Issue: Template settings don't match what I saved

Root cause: The template was edited after you last checked, or you're viewing a different template with a similar name.

Fix: Open Templates → Schedules to verify the current settings. Consider more descriptive names to avoid confusion.

Issue: Applied template, but emails are being sent outside the schedule

Root cause: The template applied correctly, but leads already in the campaign may still follow previously assigned timings.

Fix: New leads follow the new template. For existing leads, pause the campaign, update the schedule, then resume if needed.

Issue: Can't save as a template from the campaign

Root cause: The schedule must exist in the campaign before it can be saved as a template.

Fix: First add or configure the schedule in the campaign, then use the three-dot menu to save it as a template.

Use descriptive naming conventions - Include timezone, hours, and use case in the name, for example EST_9-5_Weekdays_Enterprise instead of Schedule 1.

Create templates after testing - Run a schedule in a campaign for 1-2 weeks to verify performance before saving it as a template.

Build a starter kit - Create 3-5 core templates covering your most common scenarios.

Version your templates - When updating a popular template, consider creating a new version instead of overwriting the old one.

Document use cases - In team docs, note which template to use for which campaign type.

Archive old templates - Delete templates that are no longer used to keep the library clean.

Share with team - Templates are visible to teammates, so save high-performing schedules for everyone to reuse.