Manage campaign templates in Collaboration

8 min

A campaign template captures repeatable processes, information, and settings associated with a campaign. You can convert any campaign to a template and define the elements that belong to the original campaign, such as sub-campaigns, hypotheses, events, fields, contents, attachments, permissions, and more.

Using a template to create a campaign reduces repetitive work. Some benefits of using campaign templates are:

Save time and effort when creating repeated campaigns.

Maintain consistent information across campaigns that are similar in scope.

Compare progress to similar campaigns by generating reports to find ways your organization can work more efficiently.

Define future campaign permissions and add the following information on a template:

Sub-campaign (including its permissions and sub-elements)

Hypotheses (including its permissions and elements, including workflows, assignees, due dates, and more)

Events (including all elements)

Short description

Briefs

Contents

Fields

Attachments

Preserve the dates assigned within the campaign and its elements and convert them to durations. You control the forward or backward schedule for campaigns and their activities.

Create a campaign template

You create a campaign template by saving a new or existing campaign as a template.

Go to a campaign.

Open the options menu (...) and click Save as Campaign Template.

Enter a name for the template and click Save.

Note

Only users with permission to Manage Organization Configuration can create a campaign template. This permission is available to the Admin role by default. You can assign this privilege to other roles from the Roles settings page. See Manage users and teams in Collaboration.

Create a campaign from a template

Click + in the top toolbar and select Campaign.

Select the template to use in your new campaign under the Campaign Template drop-down list.

You can preview the template directly before selecting one to create a campaign.

This is how the template preview displays.

When you select the template, its data displays for review.

Select the campaign elements you want to use from the template.

Note

Sub-campaigns belonging to the template are added to the new campaign by default.

(Optional) Move the campaign schedule and its activities forward or backward, adjusting tasks and their due dates according to the template's duration settings.

The newly created campaign and its activities inherit permissions set on the template, and its tasks are assigned to users accordingly.

Edit campaign templates

After you save a campaign as a template, you can make changes to the campaign template and make a copy of it. To make a copy of a campaign template, click the options menu (...) and select Duplicate. To edit the campaign template:

Go to your avatar > Templates.

Search for your template by its title and select it.

Make changes to the template as you would to any campaign. In the Activities tab, you can add, delete, or edit any tasks, events, or milestones. See Manage campaign templates in Collaboration for information.

Deactivate a campaign template

You can deactivate a campaign template, removing it from the drop-down list of options when creating a new campaign.

Go to your avatar > Templates.

Open the Campaign tab.

Open the options menu (...) on a campaign card and deselect Active.

Delete a campaign template

Go to your avatar > Templates.

Open the Campaign tab.

Open the options menu (...) on a campaign card and select Delete.