Use a template in a campaign

Before you start

Open the Templates and personalization 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 Templates and personalization

Go to the Templates and personalization area and confirm you are in the correct workspace before making changes.

Use a template in a campaign: Templates and personalization starting screen — Use a template in a campaign

Step 2

Complete the main action

Insert a template into a campaign and adapt it to your audience.

Use a template in a campaign: Main workflow state — Use a template in a campaign

Step 3

Review the result

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

Use a template in a campaign: Result or confirmation state — Use a template in a campaign

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 use a template in a campaign?

Use this guide when you need to understand or complete this workflow inside Templates and personalization. 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 productSee AI Personalization