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How to use Bookmarks

Using Bookmarks to save time when creating templates

Craig Sully avatar
Written by Craig Sully
Updated over a year ago

Bookmarks are an easy way to save time when designing conversations!

You can use the Bookmarks feature in order to copy and paste branches of your existing conversations. So - you can add elements from past conversations to your new templates without needing to write it all out again! Read the article below or watch a video guide here.

How to create a Bookmark:

Click on the 'bookmark' icon in the top right of the branch you want to bookmark. When bookmarked, this icon will turn blue. This will save this branch in your Bookmark library to copy later. To remove a bookmark, simply click the icon again.

How to add a bookmarked branch to another Template

Step 1:

From your template bank, select the Template that you wish to add a bookmarked message to and edit it.

Step 2:

Click on the ellipsis on the menu option that you wish to add a Bookmarked branch to.

Step 3:

Click 'Select Bookmark'.

Step 4:

Click on the bookmark that you wish to insert. Click 'Add Selected to conversation flow'.

Step 5:

You have now successfully copied a message from one template to another using Bookmarks!

Get started by planning a campaign here or return to our Help Centre here.


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