Campaign Templates

Templates let you save a campaign's sequence design and reuse it across multiple campaigns. Instead of rebuilding the same workflow from scratch, apply a template and customize the details.

Save a campaign as a template

1. Open a campaign with a sequence you want to reuse.
2. Click the menu icon → Save as Template.
3. Enter a template name and optional description.
4. Click Save.

The template captures the sequence structure — nodes, edges, conditions, timing — but not the audience, senders, or message content.

Create a campaign from a template

1. Go to Campaigns → Templates tab.
2. Click on a template to preview its sequence.
3. Click Use Template.
4. A new campaign draft is created with the template's sequence pre-loaded.
5. Configure the audience, senders, and message content.
6. Launch when ready.

Generate a template with AI

Obert can generate a campaign template based on a description:

1. Go to Campaigns → Templates.
2. Click Generate Template.
3. Describe what you want: the goal, the target audience, and the general approach.
4. Obert generates a sequence with appropriate steps, timing, and conditions.
5. Review, edit if needed, and save.

Manage templates

In Campaigns → Templates:

• Edit — click a template to modify its sequence.
• Delete — remove a template permanently. Campaigns already created from it are not affected.
• Duplicate — create a copy to build a variation.

Tips

• Create templates for common motions. If your team runs similar campaigns regularly (e.g., "post-event follow-up", "warm intro sequence"), save them as templates.
• Standardize across the team. Templates ensure everyone follows the same proven sequence structure.
• Iterate on templates. After each campaign, review what worked and update the template for next time.