Create a campaign from a template

Before you start

Open the Campaigns, sequences, and sender rotation area in a workspace where you have permission to make changes.
Know the exact result you want before changing data, sending accounts, campaigns, or automation settings.
Review any connected accounts, lists, credits, or permissions this workflow depends on.

Steps

Step 1

Open Campaigns, sequences, and sender rotation

Go to the Campaigns, sequences, and sender rotation area and confirm you are in the correct workspace before making changes.

Create a campaign from a template: Campaigns, sequences, and sender rotation starting screen — Create a campaign from a template

Step 2

Complete the main action

Preview a template and turn it into your campaign.

Create a campaign from a template: Main workflow state — Create a campaign from a template

Step 3

Review the result

Check the saved record, list, account, campaign, agent output, validation message, or warning state before moving on.

Create a campaign from a template: Result or confirmation state — Create a campaign from a template

What happens next

Review the saved result before using it in a campaign or automation.
Move to the related guides below when you need the adjacent setup, validation, or troubleshooting workflow.

FAQ

Who should use create a campaign from a template?

Use this guide when you need to understand or complete this workflow inside Campaigns, sequences, and sender rotation. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

Launch safelyRun the launch checklist before sending

Review audience, senders, sequence copy, personalization, schedules, and validation blockers.

Review checklist

See it in the productExplore Campaigns