Manage campaign templates

  • Updated

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 all of its permissions and sub-elements)
    • Tasks (with all of its permissions and elements including workflows, assignees, due dates, etc.)
    • Events (with all of its elements)
    • Short description
    • Briefs
    • Contents
    • Fields
    • Attachments
  • Preserve the dates assigned within 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 new or existing campaign as a template.

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

    save-template.png

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

    new-template-form.png

Only users with permission to Manage Organization Configuration are able to 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 Managing User Permissions & 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, go to the campaign template drop-down to select the template you would want to use in your new campaign.

    template-1.png

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

    template-2.png

    This is how the template preview appears.

    template-3.png

    Once you have selected the template, all of its data will start appearing for you to review.

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

    template-4.png

    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 schedule of the campaign and its activities forward or backward, adjusting tasks and their due dates according to the duration settings within the template.

    template-5.png

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

Deactivate a campaign template

You can deactivate a campaign template which removes it from the list of options to create a new campaign from within your instance.

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

    template-7.png

Delete a campaign template

To delete a template:

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