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Save email sequence as a template.
Save email sequence as a template.

Save existing email sequence in the campaign as a template.

Written by Bergen Wilde
Updated over a week ago

You can save your entire email with follow-ups as a template and reuse it for the next campaigns. 

Do this by: 

  1. Logging into your Autoklose account. 

  2. Click on the Campaigns tab on the left of the page.

  3. Pick a campaign with the email sequence that you want to save as a template and click on it.

  4. Click on the “Edit” button in the Campaign Details tab. 

  5. Click on the "Edit" button in the Email Sequence section.

    For the Finished and In Progress campaigns, a prompt will show up, so, please

    "Pause campaign and edit".

  6. Find the “Save sequence to templates” button at the bottom left and click on it.

  7. Update changes before you try to save the template. 

Once you do that, the saved template will become available in the templates section

Please note that at the moment it is not possible to save Decision tree campaigns as templates.

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If you have any questions do not hesitate to initiate a live chat. 

Happy klosing! :)

Your team!

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