Sequence templates: save and reuse sequences

Draft — written from product facts + domain knowledge; UI labels to be verified before publishing.

Once a sequence works, you will want to run it again for a new list, a new region or a new sender set without rebuilding every step, delay and variant. This article shows how to save a sequence as a template and start new campaigns from it, and how to copy a campaign when a template is not available.

Prerequisites

• A campaign whose sequence you are happy with (steps, delays, variants and settings).

Steps

Save a sequence as a template

1. Open the campaign from Campaigns and go to the sequence editor.
2. Open the sequence menu (three dots next to the sequence name) and choose Save as Template.
3. Give the template a descriptive name, for example SaaS – 4-step – case study.
4. Click Save. Steps, delays, variants and spintext are stored. Contacts, sender accounts and campaign settings are not part of the template.

Start a new campaign from a template

1. Click Create Campaign, enter a name and select the channel type.
2. On the sequence screen, choose Use Template instead of Start with Email and pick your template.
3. Edit any step that should differ (offer, dates, case study), then click Save and Next.
4. Choose sender accounts, upload or map contacts, review settings and click Launch Campaign.

Duplicate a campaign instead

1. In the Campaigns list, open the three-dots menu on the source campaign and click Duplicate.
2. The copy contains the sequence and settings but no contacts. Rename it, then edit and launch as usual.

Tips

• Keep templates generic: use variables and spintext rather than hard-coded company names, so a template works for any list.
• Version your templates in the name (v1, v2) and note the reply rate in the description so you know which to reuse.
• Templates capture copy, not performance. Re-check spam words after editing a template; a new offer can introduce new triggers.
• Duplicating a live campaign is the fastest way to run the same sequence with a different sender set, for example one campaign per mailbox provider.
• Review templates every quarter. Openers that referenced a season, event or news item go stale.

Troubleshooting

• Template does not appear when creating a campaign — templates are per channel type; an email template will not show for a LinkedIn Outreach campaign.
• Changing a template did not change existing campaigns — templates are copied at creation time. Update each running campaign separately.
• Duplicated campaign is paused — duplicates always start paused with no contacts; add contacts and launch.

Related articles

• Create an email campaign and write your first email
• Add follow-up steps and delays to an email sequence
• A/B test with multiple email variants
• Multichannel best practices: sequencing email and LinkedIn touches