4.7 Attaching templates to campaign steps

How campaigns use templates

A campaign is a sequence of steps; email steps reference templates from your library. When a prospect reaches an email step, PersistIQ renders the template with that prospect's variables and queues it in the Outbox.

Building the sequence

1. Open your campaign (or create one — see Creating a campaign).
2. Add an email step and choose the template for it.
3. Set the delay before it — follow-up steps typically wait 2–4 business days after the previous email.
4. Repeat for each touch. Three to five touches is a common sequence length.

Sequencing tips

• Touch 1 carries the personalization weight (snippet opener).
• Touches 2+ should be shorter, each adding a new angle rather than "just bumping this".
• Vary the ask across steps; repeating the same CTA verbatim reads as automation.
• Follow-ups only go to prospects who haven't replied or opted out.