You can not only create campaigns by yourself, but you can also use a template for it or duplicate one of your campaigns that was previously created and use the same sequence for a new one. Created templates can be shared across LinkedIn accounts added under the same company on Expandi or by manually sharing a campaign template with another Expandi login account.
This is very useful if you do not know what would be the best approach for the leads or what steps in the sequence you should be using to reach your goal. This way, you can exchange ideas with your colleagues on optimal approaches to outreach leads with the created templates.
You have two options when it comes to the templates: either select one of the templates you or your colleague created in the Campaign Template tab or shared with you, or duplicate your campaign and use the same campaign sequence for a new one.
Table of contents:
How to create a template in the Campaign Template page?
A campaign template can be added in the Campaign Template page. Templates created here will be visible for all LinkedIn accounts that are added under the same company on Expandi. To create a campaign template in the Campaign Template page please follow the steps below:
Go to the LinkedIn account menu, click on the 'Campaigns' option, and on the 'Templates' button
To create a template, click on the 'Add campaign template' button, select the type of campaign you wish to create a template for, and the campaign's steps tab will open up
Create the campaign sequence for the template and save the changes by clicking on the save icon. If you select a builder campaign (as in this example), you can learn more about it and how it works here
Once the template is saved. You can edit the name of it, write a description for it, or delete it by going to the 'Settings' tab. Once all the changes are made, please click on the 'Save' button to apply the changes
To view your newly created campaign template, return to the 'Templates' page by selecting either the back arrow next to the campaign name or by clicking on the 'Templates' menu option
How to use a campaign template to create a campaign?
Now, when the campaign template is created, to use it for a campaign and make it visible in the 'My Campaigns' page please follow the steps below:
In the 'Templates' page, find the template you'd like to use to create your campaign and click on the 3 dots menu displayed on the right side of the screen. When you click on it, select the option 'Create campaign'
Write down the name of the new campaign and click on the 'Create campaign' button
Once it is done, the system will bring you to the campaign's steps section (in case you'd like to make some changes there). If you do not wish to make any changes, no actions are required. Just make sure to click on the save icon
Go to the 'Settings' tab of the campaign if you wish to make any changes to its settings. After that, add people to the campaign and activate the campaign. Please learn more about the campaign setup, settings, and activation here.
You can create templates for the following types of campaigns: mobile connector campaign, connector campaign, messenger campaign, builder campaign, and (free) open InMail campaign.
How to use your campaign template when creating a new campaign?
Go to the LinkedIn account menu and click on the 'My campaigns' option, then on the '+Add new campaign' button
A pop-up window will appear where you can enter/select your campaign goal. You can set the goal up now or click on the 'Skip goal' button and do it later in the Campaign overview page or the Settings tab of the campaign.
Add your campaign goal. An example of this could be - you have an end goal of targeting developers, to whom you'd like to offer a new job opportunity, and the goal of this campaign would be to schedule more interviews with candidates. Once the goal is added, click on the 'Next' button
Click on the 'My templates' button
Find the template you wish to use, hover over it, and click on the 'Preview' button to look at the template or the 'Select template' button to use the template
Once you click on the 'Select template' button, the 'Steps' tab of the campaign will open up. You can make any changes to the campaign, messages, 'settings', etc. Once it's done, make sure to save them, add people to the campaign, activate it, and you're ready to go!
The created campaign from the template will be visible on your campaign list, in the 'My Campaigns' page
How to create a template from the My Campaigns page?
Click on the 'My Campaigns' page, find the campaign you wish to create a template from, and click on the 3 dots on the right side next to the name of the campaign to open menu options
Click on the 'Create template' button
Write a name for the template, describe it (optional), and click on the 'Save template' button to save it. You can also click on the 'Save and share' button instead if you'd like to save the template and share it with your colleague on Expandi
After clicking on the 'Save template' button, you'll be taken to the campaign's 'Steps' tab, where you can make further changes if needed. When you're finished, select 'Save' and return to the 'Templates' page using the back arrow next to the campaign name or by clicking on the 'Templates' menu option to find your saved template.
However, if you chose the option 'Save and share' instead. Once you click on it, you will be able to select how you wish to share the template with only people invited to the template, anyone with the link, or with anyone with the link and password. Please learn more about all these options and how they work in the section - "How to share your campaign templates with different Expandi users (accounts)?"
How to create a campaign from the opened campaign template view, copy (duplicate) the template for yourself, or delete it?
Create a campaign from the campaign template in the opened campaign template view.
Click on the campaign template to open it
Navigate to the top right side of the screen and click on the 3 dots to open a menu
Click on the option Create campaign and finish setting up your campaign
Copy (duplicate) campaign template for yourself
Click on the campaign template to open it
Navigate to the top right side of the screen and click on the 3 dots to open a menu
Click on the option Copy for myself
Write a name for your duplicated template and click on the Create template button to create it
This option is very useful if for example, somebody else shares their template with you, you will only be able to edit it, see the description of it, and share it with somebody else if you copy that template for yourself.
Delete the campaign template in the opened campaign template view
Click on the campaign template to open it
Navigate to the top right side of the screen and click on the 3 dots to open a menu
Click on the Delete template option
Confirm that you wish to delete it by clicking on the Delete template button one more time and the template will be deleted
How to share your campaign templates with different Expandi users (accounts)?
Campaign templates can be shared with other Expandi users (accounts) from the campaign templates tab on Expandi or inside the opened campaign template.
You can share templates with:
How to share the campaign template with specific Expandi user accounts (by entering their Expandi login email address) in the Campaign Templates page?
Go to the Campaign templates on Expandi and filter on My templates
Click on the Share button next to the template you'd like to share
Under the 'Access' section, select 'Only people invited to the template'. Next, enter the Expandi login email address(es) of the user(s) you want to share the template with in the 'Invite people via email' field and select 'Share'. After sharing the template with all intended users, select 'Done' to close the window.
Once you select 'Done', the selected user(s) will receive an in-app notification and an email notifying them that a template has been shared with them. When they open the template, they can choose to 'Decline' it, 'Save in my list' to add it to their campaign templates, or 'Save and create a campaign' to create a new campaign using the shared template.
If they accept it, the template will be visible under the'Templates' page.
How to share a campaign template with anyone on Expandi by providing the link to the template in the Campaign templates page?
Go to the Campaign templates section on Expandi and filter on My templates
Click on the Share button next to the template you'd like to share
In the 'Access' field, select 'Anyone with the link'. Next, select 'Copy link' and send the generated link to the Expandi users you want to share the template with. Users who open the link will be able to access the shared campaign template. When you're finished, select 'Save' to close the pop-up window.
Once you select 'Done', the selected user(s) will receive an in-app notification and an email notifying them that a template has been shared with them. When they open the template, they can choose to 'Decline' it, 'Save in my list' to add it to their campaign templates, or 'Save and create a campaign' to create a new campaign using the shared template.
How to share the campaign template with Expandi users using the link of a template and a password in the Campaign templates page?
Go to the 'Templates' page and filter on 'My templates'
Click on the 'Share' button next to the template you'd like to share
In the 'Access' field, select 'Anyone with the link and password'. Enter a password for the template, then select 'Copy link' and share the link with the Expandi users you want to give access to it. Recipients will need both the link and the password to open the template. Select 'Save' to close the page
When other Expandi users click on that link you shared, they'll have to enter the password you created
Once the password has been entered, users can select 'Open template' to access the shared template or 'Create campaign' to create a campaign from it. To postpone these actions, they can select 'Do it later'.
If users select 'Open template', they will have the option to 'Decline' the template, 'Save in my list' to add it to their 'Templates' list, or 'Save and create a campaign' to save the template and create a new campaign from it.
The shared template will be visible under the 'Templates' page.
You can also use the same sharing options (by entering the Expandi user email address, with the link, with the link and password) inside the template
Go to the Campaign templates page on Expandi and click on the name of the template to open it
Click on the 'Share template' button
Select how you'd like to share the template and follow all the same steps described previously in this section to complete the action
How to manage your campaign templates?
To manage your campaign template or the templates that somebody else shared with you, you need to go to the 'Templates' page
This page displays all of your templates, as well as any templates that have been shared with you when the All filter is selected (highlighted in the screenshot below). You can also see how many users have accepted a shared template and the method used to share it, such as via email invitation, a direct link, or a password-protected link.
Also, you can see which templates are yours and which ones were shared with you. This can be checked using the 'Author' filter. Click on it and select the relevant option:
How do you remove the shared template from the list?
If you wish to remove the shared template from your campaign templates list, you can do it by clicking on the 3 dots next to the template and selecting 'Remove from my list' option
What do the other options mean under the 3 dots menu?
Additional options are available through the template action menu. You can select 'Settings' to manage a template you own (this option is not available for templates shared with you) or 'Create campaign' to create a campaign from the template. For shared templates, you can select 'Copy for myself' to save a personal copy to your account. After copying the template, you'll be able to edit it and access its settings. The screenshot below displays the options available for your own templates.
The options available for the shared template with you
How to duplicate a campaign?
Go to the 'My campaigns' page, find the campaign you wish to duplicate, and click on the 3 dots menu next to it, then click on the 'Duplicate campaign' option
Create a name for the duplicated campaign and press the Duplicate button
The duplicated campaign will appear under your campaign list, with the same campaign steps that were created in the original campaign. They can always be changed and edited in the campaign steps section
Keep in mind that when you duplicate a campaign, the campaign structure, message content, and follow-up messages are copied over. However, the leads assigned to the original campaign are not duplicated. The new campaign will be empty, and you'll need to add leads from the 'People' tab or the 'Lead lists' page in Expandi.
If you have any more questions, please contact customer support.