Overview
Campaign Templates allow admins to create a starting structure for campaigns. Each template can include predefined themes and assets.
When campaign builders create a campaign, they can select a template instead of starting from scratch. Required themes are automatically included. Optional themes can be toggled on or off.
Admins: Create And Manage Templates
Admins can create templates that define the structure of campaigns.
Create a Campaign Template
Go to Admin.
Click Campaign Templates.
Click Create.
Add Template Details
Enter a Template name.
Example: Live Event Template.Add an optional description.
Add Themes To The Template
Themes determine which assets appear when a campaign is created.
Search for a theme.
Select the theme to add it to the template.
Configure Themes
After adding themes, configure how they behave in the campaign.
Required themes
Cannot be removed from the campaign.Optional themes
Builders can choose whether to include them.
Preview And Adjust Themes
Preview themes before publishing.
Edit or remove themes if needed.
You can include draft themes during template creation. Publish the themes before publishing the template. Otherwise, builders will not see them in campaigns.
Publish The Template
Click Publish to make the template available.
Click Save Draft if the template is not ready.
Once published, campaign builders can select the template when creating campaigns.
For Campaign Builders: Use Templates
Campaign builders can use templates to quickly generate a new campaign.
Create A Campaign From A Template
Go to Studio.
Open the folder where the campaign will live.
Click Create Campaign.
Click Create.
Select a Campaign Template.
You can also select New Blank Campaign to start without a template.
Review Included Assets
After selecting a template, review the assets included in the campaign.
Required themes are automatically included.
Optional themes can be removed.
To remove an optional theme:
Toggle Add to Campaign off.
Create The Campaign
Confirm the selected assets.
Click Create Campaign.
The campaign will generate using the selected template.
Customize Your Campaign
After creating the campaign, update its content.
Update the campaign name.
Open each asset.
Add copy, links, and other content.
Save changes.
Important Notes:
Builders only see templates that are compatible with their brand.
Restrict templates by using brand-restricted themes.
If a theme is restricted to a brand, the template will also be restricted.
Video Walk-through
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