---
title: Manage campaign templates in Collaboration
slug: collaboration/docs/manage-campaign-templates-in-collaboration
docTags: 
createdAt: 2026-07-20T15:44:23.738Z
---

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.

1. Go to a campaign.
2. Open the options menu (**...**) and click** Save as Campaign Template**.

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Xx5HrYWIa8Ybe4rYyMvE8-20260720-150222.png" size="100" alt="save-template.png" isUploading="false" showCaption="false" width="199" height="240" darkWidth="199" darkHeight="240"}
3. Enter a name for the template and click **Save**.

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/QIS1mK_jhRBMl6WxJoq25-20260720-150222.png" size="100" isUploading="false" showCaption="false" width="858" height="636" darkWidth="858" darkHeight="636"}

:::hint{type="info"}
**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](docId\:uGozzcHBn4vDMlKmsAQRq).
:::

## Create a campaign from a template

1. Click **+** in the top toolbar and select **Campaign**.
2. Select the template to use in your new campaign under the **Campaign Template** drop-down list.

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ovhqyhy2pIPhBf9tE6AkX-20260720-150222.png" size="100" alt="template-1.png" isUploading="false" showCaption="false" width="639" height="651" darkWidth="639" darkHeight="651"}

:::Paragraph{indent="1"}
You can preview the template directly before selecting one to create a campaign.
:::

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/lPONEbRKW34rzTf5UzH0U-20260720-150222.png" size="100" isUploading="false" showCaption="false" width="672" height="662" darkWidth="672" darkHeight="662" indent="2"}

:::Paragraph{indent="1"}
This is how the template preview displays.
:::

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/X2tF-zK58e_OQ-yETKKnv-20260720-150222.png" size="100" alt="template-3.png" isUploading="false" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
When you select the template, its data displays for review.
:::

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

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/qnlUZuhxzBd7nHZPGZdyE-20260720-150222.png" size="100" alt="template-4.png" isUploading="false" showCaption="false"}

   :::hint{type="info"}
   **Note**

   Sub-campaigns belonging to the template are added to the new campaign by default.
   :::
4. (Optional) Move the campaign schedule and its activities forward or backward, adjusting tasks and their due dates according to the template's duration settings.

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/sx_JolHXd94W04b72-dSq-20260720-150222.png" size="100" alt="template-5.png" isUploading="false" showCaption="false"}

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: 

1. Go to your avatar > **Templates**.
2. Search for your template by its title and select it.
3. 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](docId\:a1KWjXYENpizSZgIo_vT_) 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.

1. Go to your avatar > **Templates**.
2. Open the **Campaign **tab.
3. Open the options menu (**...**) on a campaign card and deselect **Active**.

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/f9SqrxcZx2bizfGrCxlua-20260720-150222.png" size="100" alt="template-7.png" isUploading="false" showCaption="false"}

## Delete a campaign template

1. Go to your avatar > **Templates**.
2. Open the **Campaign **tab.
3. Open the options menu (...) on a campaign card and select **Delete**.