> ## Documentation Index
> Fetch the complete documentation index at: https://docs.truthlocks.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Campaign templates
> Activate pre-built AI CMO campaign templates to start outbound outreach for key industry audiences.
Campaign templates are fully planned, ready-to-activate outbound campaigns that ship with the AI CMO. Each template targets a specific industry and buyer persona with a complete AI strategy — ICP definition, outbound messaging, value propositions, tone guidelines, follow-up cadence, and subject line formulas. Activate a template and the AI CMO autopilot begins outreach immediately with no additional planning required.
## When to use campaign templates
Use templates when you want to start outbound outreach for a well-defined audience quickly. Templates eliminate the planning step — instead of describing your ICP and strategy from scratch, you pick the template that matches your target audience and activate it.
Templates are a good fit when:
* You are targeting one of the supported industry verticals.
* You want to test AI-driven outbound without investing time in strategy configuration.
* You need a starting point that you can customize later.
If none of the built-in templates match your audience, you can [create a campaign from scratch](#creating-a-campaign-from-scratch) instead.
## Available templates
Ten templates are seeded automatically. All start in `draft` status.
| Template | Target audience |
| :--------------------------------------------------------- | :-------------------------------------------------------------------------------------------------------- |
| Enterprise Compliance Officers — Financial Services | CCOs and VP Compliance at banks, insurance companies, and asset managers |
| Legal Operations VPs — Enterprise Legal Teams | VP Legal Ops, General Counsel, and Legal Tech leads at Fortune 500 legal departments and Am Law 200 firms |
| CISO & Security Leaders — Healthcare | CISOs, VP InfoSec, and Health IT directors at hospitals and life sciences companies |
| HR Leaders — Credential & Employment Verification | CPOs, VP HR, and HR Technology leads at enterprises with high-volume hiring |
| CFO & Finance Leaders — FinTech & Payments | CFOs and Financial Operations leaders at FinTech companies and payment processors |
| Engineering Leaders — SaaS Document Workflows | CTOs and VP Engineering at B2B SaaS companies building document-heavy workflows |
| Procurement Directors — Supply Chain Document Integrity | CPOs and Supply Chain Directors at manufacturers and distributors |
| Risk & Underwriting Leaders — Insurance | CROs, VP Underwriting, and Head of Claims at insurance carriers |
| Government IT Leaders — Public Sector Document Security | CIOs and CISOs at federal agencies, state governments, and municipalities |
| Real Estate & Property Leaders — Document Fraud Prevention | VP Real Estate, Property Managers, and Title Company executives |
## What each template includes
Every template contains a complete AI strategy with these fields:
| Field | Description |
| :--------------------- | :---------------------------------------------------------------------- |
| ICP description | Detailed buyer persona including role, company profile, and pain points |
| Outbound strategy | Messaging approach, lead-in angle, and positioning guidance |
| Key value propositions | Three specific value props tailored to the audience |
| Tone guidelines | Writing style and language guidance for the target persona |
| Follow-up cadence | Timing sequence for initial outreach and follow-up emails |
| Subject line formulas | Proven subject line patterns with personalization tokens |
Templates also include pre-configured safety limits:
| Setting | Typical value |
| :------------------ | :-------------------- |
| Daily cap | 30–50 emails per day |
| Per-minute cap | 3–5 emails per minute |
| Max follow-ups | 3 |
| Bounce threshold | 5% (auto-pause) |
| Complaint threshold | 0.1% (auto-pause) |
## Using a template
Templates cannot be activated directly. Instead, you clone a template into a new campaign using the **Use Template** action. This creates a separate campaign with all of the template's strategy and configuration copied over, leaving the original template unchanged so you can reuse it as many times as you need.
Open **Growth > Campaigns** in the console. Templates display a **Template** badge next to the campaign name and show a cyan **Use Template** button in the actions column.
You can also list templates via the API:
```bash theme={null}
curl -X GET https://api.truthlocks.com/v1/platform/growth/campaigns \
-H "X-API-Key: tl_live_your_api_key"
```
Template campaigns have `is_template` set to `true` in the response.
Get the full details of a template, including its AI strategy:
```bash theme={null}
curl -X GET https://api.truthlocks.com/v1/platform/growth/campaigns/{id} \
-H "X-API-Key: tl_live_your_api_key"
```
Review the `ai_strategy` field to confirm the ICP, messaging, and cadence match your goals.
Click **Use Template** in the console, or call the endpoint directly:
```bash theme={null}
curl -X POST https://api.truthlocks.com/v1/platform/growth/campaigns/{id}/use-template \
-H "X-API-Key: tl_live_your_api_key"
```
This creates a new campaign in `draft` status with:
* The template's AI strategy, description, and safety limits copied as-is
* A name derived from the template (e.g. "Enterprise Compliance Officers (Campaign)")
* `is_template` set to `false` so the new campaign can be activated
* `simulation_mode` and `approval_required` both set to `false` by default
The response returns the full new campaign object. In the console, you are automatically redirected to the new campaign's detail page.
No AI model call is made during cloning. The template's strategy is copied directly, so the operation completes instantly.
You can update any field on the new campaign while it is in `draft` status:
```bash theme={null}
curl -X PATCH https://api.truthlocks.com/v1/platform/growth/campaigns/{id} \
-H "X-API-Key: tl_live_your_api_key" \
-H "Content-Type: application/json" \
-d '{
"daily_cap": 30,
"ai_strategy": {
"icp_description": "Your customized ICP description",
"outbound_strategy": "Your adjusted messaging approach",
"key_value_props": ["Prop 1", "Prop 2", "Prop 3"],
"tone_guidelines": "Your tone preferences",
"followup_cadence": "Day 1: Intro. Day 5: Follow-up. Day 12: Final.",
"subject_line_formulas": ["Your subject line pattern"]
}
}'
```
You can only update campaigns that are in `draft` or `paused` status.
Activate the new campaign to start the AI CMO autopilot:
```bash theme={null}
curl -X POST https://api.truthlocks.com/v1/platform/growth/campaigns/{id}/activate \
-H "X-API-Key: tl_live_your_api_key"
```
Once activated, the orchestrator begins processing leads and generating outbound emails according to the campaign's strategy and safety limits.
## Identifying templates in the campaign list
Template campaigns display a **Template** badge next to the campaign name in the campaigns list. This badge helps you distinguish pre-built templates from campaigns you created yourself. Templates remain in `draft` status permanently and cannot be activated or killed directly — use the **Use Template** action to create a new campaign from them instead.
If you attempt to activate or toggle a template, the console displays a message: *"This is a pre-built campaign template. Create a new campaign from it to activate."*
The kill switch button is hidden for templates since they never enter the `active` state.
You can clone the same template as many times as you want. Each clone is an independent campaign with its own leads, emails, and analytics.
## Campaign lifecycle
After cloning a template into a new campaign, you manage the campaign through these state transitions:
| Transition | How | Effect |
| :--------------------------------- | :------------------------------------------------- | :----------------------------------------------------------------- |
| Template → new `draft` | Use Template | Clones the template's strategy into a new campaign |
| `draft` → `active` | Activate | Orchestrator begins processing and sending |
| `active` → `paused` | Pause | Sending stops, campaign can be resumed |
| `paused` → `active` | Resume | Sending resumes from where it left off |
| `active` → `paused` | Kill switch | Emergency stop — sets kill switch and pauses |
| `active` → `completed` | Automatic | All leads exhausted, campaign ends (non-continuous campaigns only) |
| `completed` or `failed` → `active` | [Reactivate](/guides/ai-cmo#reactivate-a-campaign) | Campaign resumes with all leads reset to pending |
Campaigns cloned from templates are [continuous](/guides/ai-cmo#continuous-campaigns) by default — they keep discovering and emailing leads indefinitely without auto-completing.
Campaigns also auto-pause when the bounce rate exceeds the bounce threshold or the complaint rate exceeds the complaint threshold. This protects your sender reputation.
## Creating a campaign from scratch
If no template fits your audience, create a new campaign with your own AI strategy:
```bash theme={null}
curl -X POST https://api.truthlocks.com/v1/platform/growth/campaigns \
-H "X-API-Key: tl_live_your_api_key" \
-H "Content-Type: application/json" \
-d '{
"name": "Custom Campaign",
"description": "Target audience and purpose",
"ai_strategy": {
"icp_description": "Describe your ideal customer profile",
"outbound_strategy": "Your outbound approach",
"key_value_props": ["Value prop 1", "Value prop 2", "Value prop 3"],
"tone_guidelines": "Tone and style guidance",
"followup_cadence": "Day 1: Intro. Day 4: Follow-up. Day 10: Final.",
"subject_line_formulas": ["Subject line pattern 1", "Subject line pattern 2"]
},
"daily_cap": 50,
"per_minute_cap": 5,
"max_followups": 3
}'
```
New campaigns are created in `draft` status. Activate them when you are ready to start outreach.
## Settings
The AI CMO settings page shows your current configuration, including platform-wide defaults, CRM integration, and monitoring links. See the full settings reference in the [AI CMO guide](/guides/ai-cmo#settings).
Retrieve your current settings:
```bash theme={null}
curl -X GET https://api.truthlocks.com/v1/platform/growth/settings \
-H "X-API-Key: tl_live_your_api_key"
```
## Related
Overview of the AI CMO autopilot — lead discovery, scoring, email generation, and CRM sync.
Receive real-time notifications when campaign events occur.