Need some suggestions on how to get started with workflows in Contactually? Contactually has curated Email Templates, Buckets, Programs, and Pipelines, based on our best practices. Download an unlimited number of Buckets, Templates, Programs, and Pipelines. Then modify them as necessary to more closely match your audience, business, and your own personal voice.
Similarly, team admins can copy content to the Team Library to make it available for download by any team member or preset it for new users.
How to download content
The Content Library for each feature can be accessed by clicking the blue Add From Library button at the top right of the feature's page.
Alternatively, click your initials or photo at the top right corner of your account and click Library on the dropdown menu.
Select Contactually Global Library on the left. Filter the downloadable content for that feature by using the filters on the bottom-left, which have content sorted by industry and role.
Click the copy icon to the right of the piece of content you want to add to your account. You can also edit it once it's been downloaded to your account. It will download to your Library, which you can access using the dropdown menu at the top left of the Library (change to My Library).
How can I see and edit the content I've downloaded?
All content you've downloaded or copied to your Library is in the area of the Library called My Library. You can access your library by using the dropdown menu at the top left of the Library. Simply click a piece of content to edit it and save changes. Once the content is in your library, you can also see it on the feature page for that content (e.g. see the Buckets on the Bucket page).
Can I modify the content once I download it and save the modified version?
If the content has been voluntarily downloaded from the Global Contactually Library or your Team Library, you can modify it and the modifications will override the original you downloaded into your account.
If an Email Template has been pushed to you by your team admin, you must use the copy feature to duplicate it before modifying it because pushed content is read-only. The modified version will save separately from the original.
You can always modify a Template while sending it as part of a Follow-Up, Program step, or ScaleMail, regardless of whether the Template was downloaded from the Global or Team Library. Modifications made while sending a Template will affect that one message or ScaleMail batch and not the master Template.
Is editing a Program or Pipeline on the Programs or Pipelines page the same as editing a Program or Pipeline in my Library?
All changes reflect automatically in both places. Clicking Edit for a specific Program or Pipeline via its respective page makes changes directly in the Library. Likewise, making edits to a Program or Pipeline in your Library automatically updates the Program or Pipeline in the page.
One difference between the two ways of editing a Program: When using the Library to create, download/copy, and edit Programs, you can only add or edit three types of steps: Send Message, Remind Me to Follow Up, and Custom Task. To add other types of steps (Move to Program, Sync To, Add to Bucket, Remove from Bucket, etc.), you must use the editing feature in the Programs page.
To access, click the Programs page, click the name of the Program you want to edit, and click Edit at the top right. After being added through the editing feature in the Programs page, these steps (steps other than Send Message, Remind Me to Follow Up, and Custom Task) are visible but not editable when viewing Programs in the Library.
How do I restore the content to its original version?
First, delete the modified version in your account. Once you've deleted it, return to the Library and download the piece of content again.
Why are some Templates labeled "TEXT"?
Templates labeled "TEXT" are shorter and designed for use on Contactually's mobile app. Templates not labeled "TEXT" can also be sent as text messages via Contactually's mobile app, although keep in mind their lengths are generally more suited to email.