---
title: Manage campaign templates
slug: content-marketing-platform/docs/manage-campaign-templates
docTags: 
createdAt: 2026-07-20T15:45:41.920Z
---

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.

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

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3. Enter a name for the template and click **Save**.

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:::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 also assign this privilege to other roles from the **Roles** settings page. See [Manage permissions and custom roles](https://support.welcomesoftware.com/administration/managing-user-and-team-settings/managing-user-permissions-and-custom-roles/).
:::

## Create a campaign from a template

1. To create a campaign from a template, click **+** in the top toolbar and select **Campaign**.
2. On the **Create New Campaign** view, select the campaign template you want to use from the **Campaign Template** drop-down list.

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

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:::Paragraph{indent="1"}
The template preview displays.
:::

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

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

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:::hint{type="info" indent="2"}
**Note**

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

4. 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.

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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: 

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 tasks, events, or milestones. See [Manage campaigns](docId:8UYnEjnQ6qE-7LSSLMZtT). 

## 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.

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

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## Delete a campaign template

To delete a template:

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