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 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.

1. Browse available templates

   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:

   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.

2. Review the template

   Get the full details of a template, including its AI strategy:

   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.

3. Clone the template into a new campaign

   Click Use Template in the console, or call the endpoint directly:

   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.

4. Customize if needed

   You can update any field on the new campaign while it is in draft status:

   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.

5. Activate the campaign

   Activate the new campaign to start the AI CMO autopilot:

   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	Campaign resumes with all leads reset to pending

Campaigns cloned from templates are continuous 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:

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.

Retrieve your current settings:

curl -X GET https://api.truthlocks.com/v1/platform/growth/settings \
  -H "X-API-Key: tl_live_your_api_key"

Related

AI CMO

Overview of the AI CMO autopilot — lead discovery, scoring, email generation, and CRM sync.

Webhooks

Receive real-time notifications when campaign events occur.