How to Copy and Paste Steps in Your Campaigns or Save them as Template

Save time with the Sales Engagement Tool’s step copy-and-paste feature! Easily duplicate steps like Invites, Messages, or Emails, and customize them in sequence. Save key steps as templates in the Template Library for future campaigns. Streamline your workflow and boost efficiency! 🚀 Need help? We’re here for you.

Copying and Pasting Steps:

1. Access Your Campaign: Log in to your account and navigate to the campaign creation page.

2. Navigate to the Step: Scroll down to the step you want to copy. It could be an Invite to connect, a message, Inmail or an Email.

3. Select the Step: Click on the step to highlight it. You'll see options appear.
   
   
   
   

4. Copy the Step: To copy your step click on the copy icon in the top right corner of your selected step:
   
   
   
   

5. Paste the Step: Your duplicated step will appear on the canvas as soon as you click on the "Duplicate" button. You can then connect it with other steps from the sequence.
   
   
   
   

6. Adjust as Needed: Once pasted, you can edit the step to customize it for the new location if necessary. This could include updating links, changing images, or tweaking the text to fit the context better.

7. Save Your Changes: Don't forget that all your changes are automatically saved :) 

Saving a Step as a Template:

1. Create Your Step: Start by designing a step within your campaign as you normally would. 

2. Prepare for Saving: Once you're happy with the step, make sure it's selected or highlighted.
   
   
   
   

3. Access the Template Option: Look for the option to save the step as a template:
   
   
   
   

4. Name Your Template: Give your template a descriptive name so you can easily recognize it later.
   
   
   
   

5. Save the Template: Click on the "Submit button"  to finalize the process. Your step is now saved as a reusable template!

6. Access Your Templates: To locate your step Template navigate to Template library:
   
   
   
   

7. Select and Customize: Choose the template you want to use, and it will be added to your campaign. From there, you can customize it as needed to fit the specific requirements of your campaign.
   
   
   
   

That's it! You're now equipped with the power to copy and paste steps in your campaigns, as well as save them as templates for future use. Happy campaigning! 🚀