{"id":593,"date":"2026-11-07T10:47:41","date_gmt":"2026-11-07T15:47:41","guid":{"rendered":"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/"},"modified":"2026-11-07T10:47:41","modified_gmt":"2026-11-07T15:47:41","slug":"how-to-start-a-campaign-from-a-template","status":"publish","type":"page","link":"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/","title":{"rendered":"How to start a campaign from a template"},"content":{"rendered":"\n<!--\n DMpro Help Center: How-To\n URL: https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/\n-->\n<style>\n.kb-page{\n  --coral:#EE6055; --mint:#3DE8B7; --ink:#1A1A1A; --paper:#FAFAF7; --pen:#5F5E5A;\n  --yellow:#F8E170; --blue:#365eff; --line:#ececec;\n  font-family:-apple-system,BlinkMacSystemFont,\"Segoe UI\",Roboto,Helvetica,Arial,sans-serif;\n  color:var(--ink); line-height:1.62; max-width:840px; margin:0 auto; 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padding:14px 18px; border-radius:12px; background:#fff8e1; border:1px solid #f3dd8a; font-size:15px;}\n.kb-page .kb-notice strong{color:#1A1A1A;}\n<\/style>\n\n<section class=\"kb-page\" id=\"kb-howto\">\n<nav class=\"kb-crumb\" aria-label=\"Breadcrumb\"><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/\">Help Center<\/a><span>\/<\/span><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/#how-to-guides\">How-To Guides<\/a><span>\/<\/span>How to start a campaign from a template<\/nav>\n<header class=\"kb-head\"><span class=\"kb-eyebrow\">Campaigns<\/span><h1>How to start a campaign from a template<\/h1><p class=\"kb-lead\">Pick a ready-made template in DMpro, load it into the campaign builder, make it yours and publish it when you are ready.<\/p><div class=\"kb-meta\"><span>7 steps<\/span><span>With screenshots<\/span><span>Updated October 2026<\/span><\/div><\/header>\n<div class=\"kb-needs\"><h2>Before you start<\/h2><ul><li>A connected social account (see the guide on connecting a social account)<\/li><li>The keyword you want fans to use and the link or message you want to send<\/li><\/ul><\/div>\n<div class=\"kb-steps\">\n<section class=\"kb-step\" id=\"step-1\"><div class=\"kb-step-n\">1<\/div><div class=\"kb-step-b\"><h2>Open the Templates library<\/h2><p>Click <strong>Templates<\/strong> in the <strong>WORKSPACE<\/strong> section of the sidebar. The page is titled <strong>Start via templates<\/strong>. You can also click <strong>+ New campaign<\/strong> or <strong>+ Create your first campaign<\/strong> on the <strong>Campaigns<\/strong> page; on an empty account that page invites you to create a campaign from a template.<\/p><figure class=\"kb-fig\"><img decoding=\"async\" src=\"https:\/\/dmpro.brandid.app\/blog\/wp-content\/uploads\/2026\/11\/dmpro-kb-dm-campaigns.jpg\" alt=\"The empty Campaigns page, with + New campaign at the top right and + Create your first campaign in the middle.\" loading=\"lazy\" width=\"1511\" height=\"812\"><figcaption>The empty Campaigns page, with + New campaign at the top right and + Create your first campaign in the middle.<\/figcaption><\/figure><\/div><\/section>\n<section class=\"kb-step\" id=\"step-2\"><div class=\"kb-step-n\">2<\/div><div class=\"kb-step-b\"><h2>Filter to the kind of campaign you want<\/h2><p>At the top right, use the platform menu (<strong>All platforms<\/strong>) and the filter buttons: <strong>All<\/strong>, <strong>Affiliate<\/strong>, <strong>Lead capture<\/strong>, <strong>Comment-to-DM<\/strong>, <strong>Story replies<\/strong> and <strong>Custom<\/strong>. Each card carries a platform label such as INSTAGRAM or TIKTOK.<\/p><\/div><\/section>\n<section class=\"kb-step\" id=\"step-3\"><div class=\"kb-step-n\">3<\/div><div class=\"kb-step-b\"><h2>Choose a template card<\/h2><p>Read the description on each card to match it to your goal. For example:<\/p>\n<ul>\n<li><strong>Reel comment<\/strong>: someone comments on your Reel and gets a DM with your link right away.<\/li>\n<li><strong>Product drop<\/strong>: someone comments a keyword on your post and gets a DM with your product link.<\/li>\n<li><strong>Newsletter<\/strong>: someone replies to your Story with a keyword and gets your signup link.<\/li>\n<li><strong>Segment<\/strong>: a commenter gets a DM inviting them into your VIP group.<\/li>\n<li><strong>Checkout<\/strong>: a buy keyword gets a DM with your checkout link.<\/li>\n<li><strong>Comment reply<\/strong>: you reply publicly under the comment, then send the details in a private DM.<\/li>\n<li><strong>Live Agent<\/strong>: a DM keyword passes the conversation to your support team in Chatgram, which needs Chatgram connected.<\/li>\n<\/ul><figure class=\"kb-fig\"><img decoding=\"async\" src=\"https:\/\/dmpro.brandid.app\/blog\/wp-content\/uploads\/2026\/11\/dmpro-kb-dm-templates.jpg\" alt=\"The Templates library with filters at the top and cards such as Product drop, Reel comment, Newsletter, Segment and Checkout, each with a Use this template button.\" loading=\"lazy\" width=\"1511\" height=\"812\"><figcaption>The Templates library with filters at the top and cards such as Product drop, Reel comment, Newsletter, Segment and Checkout, each with a Use this template button.<\/figcaption><\/figure><\/div><\/section>\n<section class=\"kb-step\" id=\"step-4\"><div class=\"kb-step-n\">4<\/div><div class=\"kb-step-b\"><h2>Load the template into the builder<\/h2><p>Click <strong>Use this template<\/strong> on the card. This opens the campaign builder with the template&#8217;s trigger and steps already placed on the canvas. It does not send anything to your audience yet; you still have to publish.<\/p><\/div><\/section>\n<section class=\"kb-step\" id=\"step-5\"><div class=\"kb-step-n\">5<\/div><div class=\"kb-step-b\"><h2>Make it yours<\/h2><p>Change everything the template guessed for you:<\/p>\n<ul>\n<li>the <strong>keyword<\/strong> fans will comment or message, for example <code>GUIDE<\/code>;<\/li>\n<li>the <strong>post<\/strong> it should watch, or all posts;<\/li>\n<li>the <strong>message text<\/strong> and the link you want to send;<\/li>\n<li>the <strong>connected account<\/strong> the campaign runs on (the Free plan allows one account per campaign).<\/li>\n<\/ul>\n<p>Read every message out loud. It goes to your audience under your name, so replace placeholder wording with your own.<\/p><\/div><\/section>\n<section class=\"kb-step\" id=\"step-6\"><div class=\"kb-step-n\">6<\/div><div class=\"kb-step-b\"><h2>Fix anything the builder flags<\/h2><p>A banner at the top of the builder lists problems. Red items block publishing, amber items are warnings. Typical red items are a missing trigger, an empty message, no connected account or a keyword already used by another live campaign on the same account. Fix them one by one.<\/p><\/div><\/section>\n<section class=\"kb-step\" id=\"step-7\"><div class=\"kb-step-n\">7<\/div><div class=\"kb-step-b\"><h2>Save a draft or publish<\/h2><p>Click <strong>Draft<\/strong> to save your work without going live, or <strong>Publish campaign<\/strong> when you are ready. Publishing makes the campaign active, so DMpro starts replying to real fans straight away.<\/p>\n<div class=\"kb-warn\">Test before you announce. Send your keyword from a second account and check the reply and the link, because a published campaign messages real people.<\/div><\/div><\/section>\n<\/div>\n<div class=\"kb-box\"><h2>Tips<\/h2><ul><li>Starter templates are fully editable, so treat them as a first draft.<\/li><li>Built a flow you like? Use <strong>Save template<\/strong> in the builder header to keep it in your library for reuse. A template never runs on its own.<\/li><\/ul><\/div>\n<div class=\"kb-box\"><h2>If something goes wrong<\/h2><details class=\"kb-prob\"><summary>The Publish campaign button is greyed out.<\/summary><div><p>Read the red items in the banner at the top of the builder. Add a trigger, give every action a message, pick a connected account, and resolve any pending collaborator invites.<\/p><\/div><\/details><details class=\"kb-prob\"><summary>I cannot add a second account to the campaign.<\/summary><div><p>The Free plan allows one social account per campaign. Create a separate campaign for each account, or move to Pro for multi-account campaigns.<\/p><\/div><\/details><details class=\"kb-prob\"><summary>The Live Agent template does not work.<\/summary><div><p>That template hands the conversation to your team in Chatgram, so Chatgram has to be connected first. You can find it under <strong>Integrations<\/strong>.<\/p><\/div><\/details><\/div>\n<div class=\"kb-box\"><h2>Related how-to guides<\/h2><ul class=\"kb-cards\"><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-create-a-comment-to-dm-campaign\/\">How to create a comment-to-DM campaign on Instagram<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-build-a-multi-step-flow\/\">How to build a multi-step campaign flow<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-publish-pause-or-archive-a-campaign\/\">How to publish, pause or archive a campaign<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-connect-a-social-account\/\">How to connect a social account to DMpro<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-find-and-filter-your-campaigns\/\">How to find and filter your campaigns<\/a><\/li><\/ul><\/div>\n<div class=\"kb-related\"><h2>Help Center articles<\/h2><ul><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/templates-integrations\/\">Templates &amp; Integrations &rarr;<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/campaigns-basics\/\">Creating Campaigns &rarr;<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/troubleshooting\/\">Troubleshooting &rarr;<\/a><\/li><\/ul><\/div>\n<div class=\"kb-cta\">\n<h3>Still stuck? We&#8217;re happy to help.<\/h3>\n<p>Create your DMpro account, see pricing, or reach out to support directly.<\/p>\n<div class=\"kb-cta-btns\">\n<a class=\"kb-btn kb-btn-coral\" href=\"https:\/\/dmpro.brandid.app\/signin\">\n<svg fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" viewbox=\"0 0 24 24\"><path d=\"M5 12h14M12 5l7 7-7 7\"><\/path><\/svg>Create Free Account<\/a>\n<a class=\"kb-btn kb-btn-ghost\" href=\"https:\/\/dmpro.brandid.app\/\">\n<svg fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" viewbox=\"0 0 24 24\"><rect height=\"18\" rx=\"2\" width=\"18\" x=\"3\" y=\"4\"><\/rect><path d=\"M3 10h18\"><\/path><\/svg>See Plans<\/a>\n<a class=\"kb-btn kb-btn-ghost\" href=\"https:\/\/brandid.app\/contact-us\/\">\n<svg fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" viewbox=\"0 0 24 24\"><path d=\"M21 15a2 2 0 0 1-2 2H7l-4 4V5a2 2 0 0 1 2-2h14a2 2 0 0 1 2 2z\"><\/path><\/svg>Contact Support<\/a>\n<\/div>\n<\/div>\n\n<a class=\"kb-back\" href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/#how-to-guides\"><svg viewBox=\"0 0 24 24\" width=\"16\" height=\"16\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\"><path d=\"m15 18-6-6 6-6\"\/><\/svg>All how-to guides<\/a>\n<\/section>\n<script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\", \"@type\": \"HowTo\", \"name\": \"How to start a campaign from a template\", \"description\": \"Pick a ready-made template in DMpro, load it into the campaign builder, make it yours and publish it when you are ready.\", \"step\": [{\"@type\": \"HowToStep\", \"position\": 1, \"name\": \"Open the Templates library\", \"text\": \"Click Templates in the WORKSPACE section of the sidebar. The page is titled Start via templates . You can also click + New campaign or + Create your first campaign on the Campaigns page; on an empty account that page invites you to create a campaign from a template.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/#step-1\", \"image\": \"https:\/\/dmpro.brandid.app\/blog\/wp-content\/uploads\/2026\/11\/dmpro-kb-dm-campaigns.jpg\"}, {\"@type\": \"HowToStep\", \"position\": 2, \"name\": \"Filter to the kind of campaign you want\", \"text\": \"At the top right, use the platform menu ( All platforms ) and the filter buttons: All , Affiliate , Lead capture , Comment-to-DM , Story replies and Custom . Each card carries a platform label such as INSTAGRAM or TIKTOK.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/#step-2\"}, {\"@type\": \"HowToStep\", \"position\": 3, \"name\": \"Choose a template card\", \"text\": \"Read the description on each card to match it to your goal. For example: Reel comment : someone comments on your Reel and gets a DM with your link right away. Product drop : someone comments a keyword on your post and gets a DM with your product link. Newsletter : someone replies to your Story with a keyword and gets your signup link. Segment : a commenter gets a DM inviting them into your VIP group. Checkout : a buy keyword gets a DM with your checkout link. Comment reply : you reply publicly under the comment, then send the details in a private DM. Live Agent : a DM keyword passes the conversation to your support team in Chatgram, which needs Chatgram connected.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/#step-3\", \"image\": \"https:\/\/dmpro.brandid.app\/blog\/wp-content\/uploads\/2026\/11\/dmpro-kb-dm-templates.jpg\"}, {\"@type\": \"HowToStep\", \"position\": 4, \"name\": \"Load the template into the builder\", \"text\": \"Click Use this template on the card. This opens the campaign builder with the template's trigger and steps already placed on the canvas. It does not send anything to your audience yet; you still have to publish.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/#step-4\"}, {\"@type\": \"HowToStep\", \"position\": 5, \"name\": \"Make it yours\", \"text\": \"Change everything the template guessed for you: the keyword fans will comment or message, for example GUIDE ; the post it should watch, or all posts; the message text and the link you want to send; the connected account the campaign runs on (the Free plan allows one account per campaign). Read every message out loud. It goes to your audience under your name, so replace placeholder wording with your own.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/#step-5\"}, {\"@type\": \"HowToStep\", \"position\": 6, \"name\": \"Fix anything the builder flags\", \"text\": \"A banner at the top of the builder lists problems. Red items block publishing, amber items are warnings. Typical red items are a missing trigger, an empty message, no connected account or a keyword already used by another live campaign on the same account. Fix them one by one.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/#step-6\"}, {\"@type\": \"HowToStep\", \"position\": 7, \"name\": \"Save a draft or publish\", \"text\": \"Click Draft to save your work without going live, or Publish campaign when you are ready. Publishing makes the campaign active, so DMpro starts replying to real fans straight away. Test before you announce. Send your keyword from a second account and check the reply and the link, because a published campaign messages real people.\", \"url\": \"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/#step-7\"}]}<\/script>\n","protected":false},"excerpt":{"rendered":"<p>Start a DMpro campaign from a template: browse the Templates library, use a starter like Reel comment or Product drop, edit it and publish.<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":585,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-593","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to start a campaign from a template - DMpro Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-start-a-campaign-from-a-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to start a campaign from a template - 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