I created a template named “Shandilya,” but I’m unable to fetch it when creating a campaign.
Hello Sir,
Could you please share the template details with a screenshot?
Hello Sir,
Once you select the Template Type as Campaign, the Target Module will automatically fetch the CheckList module. You do not need to modify this.
Next, create a campaign and select the Campaign Type as Generic. You will then see the available templates in the Templates List.
For more details, please refer to this post:
How to configure and send a marketing campaign from CRM
