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How to Create and Use Campaign Templates
How to Create and Use Campaign Templates

Learn how to create, customize, and leverage campaign templates to streamline your outreach and boost engagement effectively.

Updated over a week ago

lemlist makes it easy to create, share, and utilize campaign templates, whether you're leveraging proven strategies from the lemlist community or sharing templates within your team. Let’s explore how to maximize the potential of templates to supercharge your outreach! 🔥

What can you do with templates?

  • Access Community Templates: Use expert-crafted templates designed for success by the lemlist community.

  • Create Custom Templates: Save and share your campaigns as templates to ensure consistency and efficiency across your team.

How to save a campaign as a template

  • Option 1: Click on the three dots next to the campaign in your dashboard and select "Save campaign as template."

  • Option 2: Save the campaign directly from the campaign editor for seamless workflow integration.

Where to find Campaign Templates

You can access templates via two main entry points:

1️⃣ Templates section on the Dashboard
Easily locate templates at the left side of the screen

2️⃣ During campaign creation
When creating a new campaign, browse available templates to jumpstart your outreach with proven sequences.

What’s inside a Template?

Each template is packed with information to guide your selection:

  • 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

Editing Templates

While direct editing isn’t available, here’s a quick workaround:
1️⃣ Use the template to create a new campaign.
2️⃣ Make the necessary edits to the sequence.
3️⃣ Save the updated campaign as a new template.

Pro Tip: Customize templates to align with your unique audience for maximum impact.

By using and tailoring the right templates, you can boost engagement and improve your outreach results effortlessly. Ready to start? Dive into the template library and get creative with your campaigns! 🎉

Got questions about campaign templates? Our support team is here to help you leverage templates for success! 🙌

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