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Create Campaign Sequence Templates
Create Campaign Sequence Templates

Master the art of creating, saving, and managing campaign sequence templates with Meet Alfred.

Jessika Varela avatar
Written by Jessika Varela
Updated over 7 months ago

Create custom sequence templates for any campaign type within your Meet Alfred account. You have the option to keep them for personal use or to share them among your team members for a cohesive outreach effort.

  • Personal templates: These are templates that you create and manage on your own.

  • Team templates: These templates are shared by your team members, and you can also share them with your team.

To access campaign templates, simply navigate to 'Templates' > 'Campaigns'.


Creating Templates

  1. You can create a Template by clicking on the 'Create Template' button on the Templates page or by clicking on the 'Save as Template' button when creating your campaign.

  2. Give your template a name.

  3. Choose between making the template "Personal" or "Team". Personal templates will be saved to your account, while Team templates can be accessed by other team members who are part of your Meet Alfred subscription.


  4. Build your campaign sequence template by adding unlimited steps. From profile views to connection requests, follow-up messages, multi-message sequences, InMails, emails, and beyond.

  5. When you're satisfied, click 'Save' to create the template.


Using Campaign Templates

  1. To begin, click on the 'Create' button and select the type of campaign you'd like to build.


  2. Choose your desired target audience source for your campaign and watch the magic unfold.

  3. Click on 'Choose a Template', and click on the dropdown menu to select your desired Template.

  4. Click on 'Add'.


Cloning and Editing Templates


View, copy, edit, delete, or share templates by selecting the icons associated with each one.


If you have any questions, don't hesitate to contact our customer support team available 24/7 using the chat bubble on your screen, or email us at [email protected]. We're always happy to help! 😊

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