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Campaign Templates

Campaign Templates

  • Save a Campaign as Template
  • Create a Campaign from Template
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Save a Campaign as Template

How to Save a Campaign as a Template:

  1. Navigate to the Campaign page of the Campaign you want to use as a Template or create a new Campaign.
  2. Click the ‘Save as Template’ button located at the top right corner.
  3. Enter a Name, Description, and Icon for the Campaign Template.
  4. Click ‘Save’ to save the Campaign as a template.

You can now use this template later to create a new Campaign with the same structure. This will help save time, reduce mistakes, and ensure consistency in Campaign setup. Manage all Campaign and Line Templates on the Seat Level in the Templates tab. For more details, refer to the Using a Campaign Template to Create a New Campaign documentation.

Create a Campaign from Template

To Create a New Campaign using a Campaign Template, follow these steps:

  1. Navigate to the Advertiser under which you want to create the Campaign.
  2. Within the Campaigns section, locate and open the Campaign Templates dropdown.
  3. Click the image of the desired template you wish to use for your Campaign creation.
  4. All Campaign settings will be inherited from the selected Template.
    • Note that by default all Lines underneath the Campaign will be included by default. Either proceed or uncheck individual Lines to exclude them from your set up.
  5. Adjust any Campaign settings that you need. Refer to the Edit a Campaign documentation for more details.
  6. Click ‘Submit’ to save and create the new Campaign based on the selected template.

This process will ensure that you can quickly launch Campaigns with consistent settings, saving time and maintaining best practices. Follow the steps outline in the following documentation if you need to create a new Campaign Template: Create a Campaign Template

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