Campaign template FAQs
Can I modify the templates?
Can I modify the templates?
Absolutely. You are free to modify the campaign templates to your liking — just be sure to stick to the best practices!We also have compiled guides with variations of the messaging, in case you want to try something new. Those can be found here:
Where can I see the Hatch campaign templates?
Where can I see the Hatch campaign templates?
The campaign templates are available right within Hatch, but we also have made them available in word document form. This is helpful for:
- Collaboration with team members on message verbiage.
- Being able to first browse the templates without having to implement them.
- Anyone who doesn’t have access to Hatch, who wants to understand what a campaign looks like.
How do I use a Hatch campaign template?
How do I use a Hatch campaign template?
- Log in to Hatch and navigate to your campaigns tab.
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Click on “Create Campaign”

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You will be brought to the campaign template library, where you can choose a template or start from scratch.

- Once you click “Use Template,” you’ll be able to modify it however you want. You can change the verbiage, add and remove messages, channels, and more.
Hatch campaign templates
Lead outreach campaign templates
Beat your competitors to leads and book more appointments.1. Hatch Chat
Engage contacts who have requested text outreach through your website.2. Home show or conference
Follow up with leads from a home show or conference.3. Speed to lead message template
Engage new leads instantly (from your website, Angi, and other lead sources.).Sales follow-up campaign templates
Seize more opportunities and close more deals.4. Canceled Appointments
Reach out to canceled prospects to reschedule their estimate.5. Appointment Follow-Up - Feedback Approach
Engage prospects after their appointment/estimate.6. Estimate Follow-Up
Follow up directly on an estimate you provided.Customer experience campaign templates
Keep customers informed and engaged, to increase satisfaction, loyalty, and retention.7. Accounts Receivable
Reach out to customers for payments.8. Upcoming Appointment Reminder
Remind customers about their upcoming appointment9. Appointment Confirmation*
*This template is not in Hatch because the appointment date/time snippet varies depending on your CRM. If you want to use it, work with your Account Manager to identify the right snippet. Ensure clients their appointment is booked.10. Schedule installation template
Inform customers that their product has come in and that it’s time to schedule the install.Nurture campaign templates
Reach out to aged leads or past customers in your database to drum up new opportunities.11. Nurture - Canceled Appointments
Re-engage old leads who canceled their appointments.12. Nurture - Dead - Open Estimate
Reach out to aged leads who never responded to your estimate.13. Nurture - Dead - Never Booked Appointment
Reach out to aged leads who never booked an appointment.14. Nurture - Previous Customer
Reach out to past customers about new projects.Review & Referral Campaign Templates
Ask satisfied customers to spread the word about your business.15. Referrals
Tell satisfied customers about your referral program.16. Reviews
Share a link with customers to leave a review.NOTE: There is not a snippet in Hatch for your review link, so you must add this manually.