Documentation

Module Presets

Save time by creating presets for frequently used module configurations. Run modules with one click instead of filling forms every time.

What are Presets?

Presets are saved module configurations. Instead of filling in the same inputs every time, you can:

  1. Select a preset
  2. Inputs auto-fill
  3. Run immediately (or adjust if needed)

Time saved: 1-2 minutes per run

Creating a Preset

Step 1: Run Module

  1. Configure module with preferred settings
  2. Run the module
  3. Wait for generation to complete

Step 2: Save as Preset

  1. After generation, click "Save as Preset" (usually top right)
  2. Dialog opens

Step 3: Configure

Preset Name (Required)

  • Choose descriptive name
  • Examples: "Weekly LinkedIn Posts", "Product Launch X Posts", "Educational Email Sequence"

Set as Default (Optional)

  • Makes this default for this module
  • Only one default per module
  • Useful for most common workflow

Step 4: Save

  1. Review preset name
  2. Click "Save"
  3. Ready to use

Using Presets

Step 1: Open Module

  1. Go to Modules
  2. Click module to run

Step 2: Select Preset

  1. Find preset dropdown (usually near top)
  2. Click dropdown
  3. Select preset

Step 3: Review and Run

  1. Inputs auto-fill
  2. Review to ensure correct
  3. Adjust if needed (topic, count, etc.)
  4. Click "Run Module"

Managing Presets

Viewing All

  1. Go to module page
  2. See preset list (sidebar or dropdown)
  3. View all presets for that module

Editing

  1. Open module
  2. Find preset in list
  3. Click preset name or edit icon
  4. Modify: name, inputs, default setting
  5. Save changes

Deleting

  1. Open module
  2. Find preset in list
  3. Click delete icon
  4. Confirm deletion

Setting Default

  1. Open module
  2. Select preset
  3. Check "Set as default" when saving
  4. Or edit existing preset and set as default

Note: Only one default per module. New default replaces old one.

Preset Examples

Weekly Social Posts

Name: "Weekly LinkedIn Posts"

  • Brand: Your main brand
  • Count: 5 posts
  • Format: Standard posts
  • Topic: (Update each time) Use case: Weekly content creation

Product Launch

Name: "Product Launch X Posts"

  • Brand: Your main brand
  • Count: 10 posts
  • Format: Standard posts
  • Thread: No
  • Reply Prompts: Yes Use case: Product launches and announcements

Email Sequences

Name: "Educational Email Sequence"

  • Brand: Your main brand
  • Mode: Nurture
  • Count: 5 emails
  • Topic: (Update each time) Use case: Regular email marketing

Landing Pages

Name: "Landing Page Hero"

  • Brand: Your main brand
  • Count: 3 headlines
  • Focus: Conversion Use case: Landing page creation

Best Practices

  1. Create for common workflows - Weekly content, product launches, email sequences
  2. Use descriptive names - ❌ "Preset 1" ✅ "Weekly LinkedIn Posts"
  3. Set defaults wisely - Most common workflow, saves most time
  4. Update regularly - Keep current with workflow/brand changes
  5. Organize by use case - "Weekly [Platform] Posts", "[Campaign Type] [Module]"

Tips

When to create:

  • Same configuration used regularly
  • Want to save time
  • Want consistency
  • Multiple team members

When not to create:

  • One-time use
  • Frequently changing inputs
  • Experimental setups

Preset vs Manual:

  • Presets: Same config multiple times, want consistency, save time
  • Manual: One-time use, different settings each time, experimenting

Common Questions

How many presets can I have?

  • Unlimited! Create as many as you need.

Can I share presets with team?

  • Yes! Presets are workspace-wide. All team members can use them.

Can I use presets in campaigns?

  • Yes! When configuring campaign modules, you can select presets.

Do presets work across brands?

  • Presets save brand selection, so they're brand-specific. Create separate presets for different brands if needed.

Can I export presets?

  • Not currently, but presets are saved in your workspace.

Next Steps

Back to: Help Center

Module Presets - CampaignOps Documentation