Learning Objective
By the end of this tutorial, you’ll know how to save an existing campaign as a template, find your saved templates, and start new campaigns from templates so your team can reuse proven sequences faster.
Why This Matters
Templates help you standardize your outreach and avoid rebuilding sequences from scratch. They also make it easier to share best-performing campaign structures across your team and keep messaging consistent.
Prerequisites
You already have at least one campaign created in lemlist.
You have access to the workspace where you want to save and use templates.
Core Lesson: Step-by-Step Workflow
Phase 1: Save a campaign as a template
Option A: Save from the Campaigns list
Go to Campaigns, then click the three dots (…) on the campaign you want to turn into a template. (This opens the campaign actions menu.)
Select Save campaign as template. (This starts the template creation flow.)
In the modal, add a Template name (and optionally a description), then click Create template. (A clear name helps your team find and reuse it later.)
Option B: Save from inside the campaign
Open the campaign, click the three dots (…) in the top bar, then choose Save campaign as template. (This is useful when you’re already editing or reviewing a campaign.)
Phase 2: Find and use your templates
Entry point A: From the Templates area
Click your profile (bottom-left), then select Templates. (This takes you to the template library.)
Open My templates, then select the template you want and click Use template. (This creates a new campaign based on that template.)
Entry point B: During new campaign creation
From Campaigns, click Create campaign. (This opens the campaign creation screen.)
In the Start with templates section, click Browse template library. (Use this when you want to start from a proven structure instead of building from scratch.)
Practical Application / Real-Life Example
If your team runs similar outbound motions (e.g., “Follow up — US Leads”), save the best-performing campaign as a template and have teammates start from it. This keeps the same step structure, timing, and baseline messaging, then each sender can customize the copy for their segment.
What’s inside a Template?
Each template includes details to help you choose the right one:
Title: Clearly describes the template.
Description: Explains its purpose and goals.
Sequence Type: Email-only or multichannel sequences.
Campaign Stats: Performance data from other users.
Sequence Preview: A sneak peek of the content.
Author: The creator of the template.
Language (Community Only): The language the template is written in.
Audience Fit (Community Only): Details on the target audience.
Target Group (Community Only): Ideal audience for the campaign.
Number of Users: How many users have implemented this template.
Troubleshooting & Pitfalls
Issue: “Create template” button is disabled
Root cause: The template name is missing.
Fix: Add a Template name, then click Create template.
Issue: You can’t find the template you just created
Root cause: You’re looking in the wrong section of the Templates page.
Fix: Go to Templates and check My templates.
Issue: You want to edit a template
Root cause: Templates aren’t edited directly.
Fix: Use the template to create a new campaign, make your edits in that campaign, then save the updated campaign as a new template.
Tip: Use a naming convention like “Persona – Offer – Channel – Region” (e.g., “HR – Demo – Multichannel – US”) so your team can quickly search and pick the right template.