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Create a campaign using a template

Last Update: December 30, 2024

Campaign templates are a great way to get your marketing campaign up and running quickly.

Create a campaign from a template

To create a campaign from a template:

  1. From WP Admin, navigate to Send. 
    Create a campaign using a template 1 send dash
    This brings up Send.
    Create a campaign using a template 3
  2. In the Send panel, click the Campaigns tab. 
    Create a campaign using a template 5
  3. In the Use a template box, click Start with a template.

    The available templates appear in the right pane, along with a number of options to filter the template choices.
  4. Find the template you would like to use and click Edit this workflow.
    The campaign steps appear on screen. Following are the possible steps a template may contain. Not all templates contain all these steps: 
    • Trigger: The condition that will activate the campaign. This usually means sending a message to the customer. See Trigger conditions below.
    • Message: The message sent to the customer. 
    • Waiting time: Some campaigns contain multiple steps. Waiting time defines how long it should be between steps. For example, a campaign can send an email congratulating a customer for putting items in a cart and then two days later send a reminder email if the cart was abandoned.
    • Splitter Split: A fork where the campaign can take two different directions. For example, one message could be sent to customers who purchased over $100 worth of items and different message to those who purchased under $100.
  5. In the Name field, enter a name for the campaign.
  6. (Optional) In the Tag field, enter a tag(s) for the campaign.
  7. Click Use campaign.

This will take you to the edit screen. The edit screen displays the campaign rules.

  1. (Optional) Click the edit icon to the right of a rule to edit it.
    This brings up the rule edit screen.
  2. Change a rule to fit your campaign. For example, you can have a message sent to all customers when their cart amount exceeds $150 worth of products.
  3. Click Next. 
  4. (Optional) Use the Audience field to limit the campaign to designated lists. Customers must be on one of these designated lists to receive the campaign message.
  5. Click Save Trigger.
  6. (Optional) Click the edit icon in the Message field to edit the message sent to the customers. You can edit: