How to Add an Email Template to a Campaign

Adding an email template to your campaign helps automate communication and engage your audience efficiently. Follow the steps below to link or create email templates within a campaign.

👣 Step-by-Step: Add Email Template to a Campaign

🔹 Step 1: Access Campaigns

Click on the “Campaigns” button in the CRM side menu.

Access Campaigns screenshot

🔹 Step 2: Open Campaign Panel

The campaign dashboard will open, showing all existing campaigns.

Campaign dashboard screenshot

🔹 Step 3: Edit a Campaign

Click on the Edit button of the campaign where you want to add the email template.

Edit campaign screenshot

🔹 Step 4: Create or Select a Campaign (if not yet created)

If creating a new campaign, fill in the necessary details first.

Create new campaign screenshot

🔹 Step 5: Add Email

Click on “Email Templates” to include an email step in the campaign flow.

Email templates step screenshot

🔹 Step 6: Redirect to Email Area

You’ll be redirected to the email section.

Redirect to Email Area

🔹 Step 7: Create or Select an Email

Here, you can create a new email or choose an existing one from your saved templates.

Create or select email screenshot

🔹 Step 8: Link Email to Campaign

Once your email is ready, return to the campaign area and select the email template from the available list.

✅ Step 9: Email Successfully Added

Your selected email is now part of the campaign and will be sent as configured.

✅ Step 10: Publish the Campaign

You can easily publish the campaign by selecting the appropriate options and clicking on the “Publish” button on the extreme right. A pop-up will appear—click “Publish” again to confirm.

Publish campaign screenshot

💡 Tip:

Customize your email content for the target audience of each campaign to improve open and engagement rates.