How to Share or Save Campaign Content as a Template

01:28 mins
S

SendX

Updated on Feb 02, 2026

How to Save and Share a Campaign as a Template

In this tutorial, we will learn how to save a campaign's content as a template and share it with others. Follow these steps to efficiently manage and distribute your campaign content.

Step-by-Step Guide

  1. Access Campaign Information:

    First, ensure you have created a campaign. It can be in any state. Navigate to the information section of that campaign.

  2. Save as Template:

    In the campaign information section, you will find the "Save as Template" option. Click on this option to save the campaign as a template.

    Once saved, you can verify it by going to the settings, then navigating to the templates section. Here, you will see options like add-on, bundle, and warm-up campaigns.

  3. Share Campaign Content:

    Besides saving as a template, you have the option to get a shareable link for your campaign content. This link can be shared with others, allowing them to view your campaign content.

    Additionally, recipients can subscribe to your newsletter through this link, or you can share the campaign content on your social media platforms.

That's it! You have successfully saved and shared your campaign as a template. Thank you for following this tutorial.