Overview
In Alta, you can create a touchpoint flow and save it as a template.
Once saved, the template can be reused by your team when creating future campaigns. This helps save time and keeps campaign structures consistent.
Step 1: Create a New Campaign
From the main navigation, click Campaigns.
Then click Create Campaign.
Step 2: Complete the Audience and Pitch Step
You will then move on to the Touchpoints section.
Step 3: Start from Scratch
In the Touchpoints section, click Start from Scratch.
This allows you to build your own campaign flow manually.
Step 4: Build Your Touchpoint Flow
Create the touchpoints you want to include in your template.
Step 5: Save the Flow as a Template
Once your touchpoint flow is ready, click the three dots in the touchpoint flow area.
Then select Save as Template.
Step 6: Add Template Details
Enter a name for the template.
For example:
LinkedIn Only
Then add a short description so your team can understand when to use it.
Example description:
A LinkedIn-only campaign flow with a connection request, personalized message, and follow-up message.
Step 7: Create the Template
Click Create New Template.
The touchpoint flow will now be saved as a template.
Team-Wide Use
Once saved, the template will be available in your account for team-wide use.
This means other team members can use the same touchpoint structure when creating campaigns.
Best Practices
Use clear template names so your team can easily identify them.
Add a short description explaining when the template should be used.
Save templates for campaign flows you use often.
Review the touchpoints before saving to make sure the flow is complete.
Create separate templates for different campaign types, such as LinkedIn-only, email-only, or multi-channel campaigns.
Recommended Use
Use this feature when you want to:
Reuse a successful campaign structure
Save time when creating new campaigns
Keep campaign flows consistent across your team
Create standard templates for common outreach strategies