Create Campaign Template
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Create Campaign Template

create campaign template for Lync Premier Global (Public Demo)

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Campaign Template Details
Creating New
Basic Information
Use a name that clearly identifies the campaign's purpose
Include details about when to use this campaign and what success looks like
Campaign Configuration
Leads with this preset will automatically use this campaign
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Used for ROI calculations and budget planning
Status & Activation
Active templates are available for assignment to new leads
Next Steps After Creation

Once you save this template, you'll be able to:

  • Add campaign steps with specific touchpoints
  • Assign communication templates to each step
  • Set timing and sequencing for the campaign
  • Test the campaign with sample data