We recommend you to use the templates provided by Dialog Insight as a starting point to create your campaign. However, if you want, it's possible to create a template to use as a basis for your campaigns. We will see how in this article.
Access path: Automations → Automated Campaigns |
Step 1: Generating the Template
Go to the Templates section under the 3 dots in the upper right:
Click Create a campaign template in the upper right and indicate a name for the template and the type of campaign:
| Recurrent Can be triggered many times depending on the foundation of the automation. The scenario repeats itself, but not necessarily on the same contact. This type of campaign has no end. It runs continuously in a loop.
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| Exclusive Triggers at a fixed date or manually. This type of campaign has an end at a predetermined moment.
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Step 2: Add the Content
Add the content that will serve as a basis to create new campaigns. You must, at the minimum, add a trigger (green) and an action (blue) for the campaign to be functional.
→ See the Edition Guide for Automated Campaigns
When you are done, click Activate in the upper right.
Step 3: Use the Template
To use your template when you create a new campaign, click My templates when choosing a template: