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How to create templates and archive messages in Campaigns

Goal

This article will help you understand how to create templates from a Campaign and archive already send messages.

Who can it help?


- Administrator
- Manager
- End user

Creating templates and archiving messages

Creating templates

There are two ways of creating templates:

  1. When clicking on the blue plus sign, you click on the '+ New template' button.
  2. This will open a new window where you can create a template. This works quite the same as creating a regular campaign. Create your template and click 'Save'!

Your template will now be shown underneath the Template section in Campaigns:

  1. The second way how to create a template is to create it from an already excisting campaign. Go to 'All' and go to the Campaign that you want to create a template from.

  2. Click on the 3 dots of the applicable campaign and click: 'Save as template'

Your campaign is now saved as a template!

archiving campaigns

if you want to archive an already send campaign, go to the three dots of the applicable campaign:

  1. Click on Archive and the campaign will be shown in the 'Archived' section on the Campaigns app:

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