How to Create a Step from a Template
Navigate to Touchpoints
After completing your ICP and Pitch, go to the Touchpoints section of your campaign.Add a New Step
Click Add New.
Choose the channel type: Email or LinkedIn.
Select Templated.
Edit the Template
The step will open with a pre-loaded template.
You can edit any part of the content—delete what you don’t need or add your own text.
Use Merge Tags
Personalize messages with merge tags from the recipient or the sender.
Example: Add Sender First Name after “Best regards” to automatically insert your name.
Undo Mistakes
If you delete something by accident, use the Undo arrow to bring it back.
Continue the Workflow
Once you finish editing, save and move to the next step.
Repeat this process to build out the full campaign workflow.