Campaigns - Add Custom Template

The following instructions are to add a Campaigns Custom Template.

Instructions

1. Access RevEngage > Campaigns > Templates.
2. Click 'NEW TEMPLATE.'
3. Complete/update the Campaign Details. Note: The template view updates as you make changes to the details so you can review it for accuracy.
4. Click 'SAVE AS TEMPLATE.'
5. In the "Save as template" modal, input a template name.
6. Click 'SAVE.' Note: The template is accessible on the Campaigns screen below Custom Templates.