Manage campaign templates

8 min

A campaign template captures repeatable processes, information, and settings associated with a campaign in your organization. You can convert any campaign to a template where you can define the elements that belong to the original campaign, such as sub-campaigns, tasks, events, fields, contents, attachments, permissions, and so on.

Using a template to create a campaign reduces repetitive work significantly. Some benefits are as follows:

Saves time and effort when creating repeated campaigns.

Maintains consistent information across campaigns that are similar in scope.

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

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

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

Tasks (with its permissions and elements, including workflows, assignees, due dates, etc.)

Events (with its elements)

Short description

Briefs

Contents

Fields

Attachments

Preserve the dates assigned in the campaign and its elements and convert them into durations. You have control to forward or backward schedule a campaign and its activities.

Create a campaign template

You create a campaign template by saving a campaign as a template.

Go to any campaign.

Open the options menu (...) and select 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 also assign this privilege to other roles from the Roles settings page. See Manage permissions and custom roles.

Create a campaign from a template

To create a campaign from a template, click + in the top toolbar and select Campaign.

On the Create New Campaign view, select the campaign template you want to use from the Campaign Template drop-down list.

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

The template preview displays.

When you select the template, its data displays so you can review it.

You can select the campaign elements that you want to use from the template.

Note

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

In the Create New Campaign view, you can move the campaign's schedule and activities forward or backward, adjusting tasks and their due dates according to the duration settings within the template.

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 copy a campaign template, open 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 tasks, events, or milestones. See Manage campaigns.

Deactivate a campaign template

You can deactivate a campaign template, which removes it from the list of options for creating a campaign in your instance.

Go to your avatar > Templates.

Open the Campaign tab.

On a campaign card, open the options menu (...) and deselect Active.

Delete a campaign template

To delete a template:

Go to your avatar > Templates.

Open the Campaign tab.

On a campaign card, open the options menu (...) and select Delete.