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Overview

The Template Library is a curated catalog of ready-made starters maintained by Autocampaign AI. Instead of writing every message from scratch, pick a template that matches your industry and goal. Preview it, then add it to your workspace as an editable copy or a prefilled draft. Find it under Marketing → Campaigns → Templates on the Library tab (/templates/library).
In short: 1) Filter the library by type, industry, or goal. 2) Preview a template. 3) Add it to your workspace and customize it.
Time to complete: ~5 minutes  ·  Difficulty: Beginner  ·  The library is the default tab when you open Templates, as long as you have permission to view it.
The catalog holds about 70 curated entries across seven template types:

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Before you start

  • The library shows every entry, but to use one you need permission to create that kind of item (campaigns, email templates, sequences, forms, workflows, or AI Employees). If Use this template fails with a permission error, ask an Owner or Admin.
  • Library entries belong to the platform. You can’t edit the catalog itself — you edit the copy that lands in your workspace.

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Find a template

Pick a type

Use the type rail at the top — All, Text message, Email, Automation, Sequence, Form, Campaign, AI Employee — to narrow the grid.

Search and filter

Type in Search templates… or open Filters to combine:
  • Category — appears once you pick a type; options depend on it, for example Promotions, Reminders, Reviews, Re-engagement, Welcome, Orders, or Seasonal for text messages.
  • Channel — Text or Email.
  • Industry — Healthcare, Real estate, Home services, Restaurant, Retail, Fitness & beauty, or General.
  • Goal — Lead generation, Promotions, Reminders, Reviews & referrals, Retention, Onboarding, or Transactional.
  • Level — Beginner, Intermediate, or Advanced.
Toggle Favorites only to see templates you’ve starred, and change Sort: between Popular, Newest, and A–Z. Each filter takes one value, and search matches template names and descriptions only. Filters are saved in the page’s web address, so you can copy the link to share a filtered view with a teammate. Click Clear all to reset.

Read the card

Each card shows the name, a one-line description, the type badge, Sends by channels, the level, and Used N times across the platform. Click the star to add it to favorites.

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Preview and use a template

Open the preview

Click a card to open the Template preview drawer. What you see depends on the type. Text and SMS campaigns show the Message body; email shows the Subject and finished design; sequences and automations show Setup steps; forms show the question list; AI Employees show the persona summary with About N min to set up.

Add it to your workspace

Click Use this template (for email entries the button reads Edit template). It shows Adding… while the copy is created, then a Template added toast confirms. Autocampaign AI takes you straight to the result — the builder, editor, wizard, or Inbox composer listed in the table above.

Customize

Everything the library creates is yours to change. Edit the email design in the builder, adjust sequence steps and delays, rename the form, or rewrite the campaign message before you launch. Text and campaign templates already include merge tags (placeholders that fill in each contact’s details) such as {{first_name}} and {{organization_name}} — see Templates for the full list.
Campaign and text-message templates don’t save anything on their own. A campaign template prefills the new-campaign wizard as an unsaved draft, and a text template opens the Inbox composer. Finish the wizard or send the message to keep the content. Email, sequence, form, and automation templates create a saved item immediately.

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What each type creates

  • Email — a duplicate of the system email template, named after the library entry and saved as a draft in Templates → Email. Publish it to use it in campaigns. See Templates.
  • SMS Campaign / Email Campaign — the campaign wizard opens with the name, channel, message body (SMS) or designed template, subject, and preview text (email) filled in. Pick your audience and sender, then schedule. See Campaigns.
  • Sequence — a new multi-step sequence built from the template’s steps. See Sequences.
  • Form — a new lead form using the template’s questions. See Lead forms.
  • Automation — a new workflow from the template’s trigger and steps. See Workflow builder.
  • AI Employee — the AI Employee setup wizard with the matching job template selected. See AI Employees.

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FAQ

The library itself is free to browse. The item it creates counts like any other item of that type — for example, an installed email template is one more email template in your workspace.
Yes. Each use creates a fresh copy or a fresh prefilled draft. Rename the copy so you can tell them apart.
No. The Library tab is a platform-wide catalog. Save your own reusable content under the SMS, Email, and WhatsApp tabs instead.
Category options change with the selected type, and search matches the template name and description only. Click Clear all and try a broader filter.

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Troubleshooting

Your role doesn’t have permission to view the library. Ask an Owner or Admin to grant it. See Users and roles.
You need permission to create that kind of item — for example, campaign creation for a campaign template or workflow creation for an automation. Adding an entry also fails if your plan’s limit for that kind of item is reached.
Library email templates arrive as Draft. Choose Publish from the template’s menu in Templates → Email to make it Active.

Manage your own templates

Edit the SMS, email, and WhatsApp templates in your workspace.