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Campaign Templates

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  4. Campaign Templates

Campaign Templates

Campaign Templates allow users to save and reuse broader Campaign configurations, including applicable Campaign settings, targeting, and selected Lines.

Use a Campaign Template when the same Campaign structure or multi-Line strategy will be reused across future Campaigns or Advertisers.

Campaign Templates are especially useful for:

  • Standard Campaign structures used across multiple Advertisers
  • Campaigns that regularly contain the same types of Lines
  • Reusable Campaign-level TargetingStandard pacing, Frequency & Recency, Creative management, or budget management configurations
  • Multi-Line strategies that should be recreated together

Campaign Templates include the Lines from the source Campaign by default. After the Campaign Template is saved, users can edit the Template under Templates > Campaign Templates to control which Lines should remain included.

For an overview of how Campaign and Line Templates work, see the Templates documentation.

Create a Campaign From a Template

Saved Campaign Templates can be used when creating a new Campaign under an Advertiser.

  1. Navigate to the applicable Advertiser.
  2. Locate the Campaign Templates section within Campaigns.
  3. Select the desired Campaign Template.
  4. Review the Campaign settings and included Lines created from the Template.
  5. Make any Campaign-specific changes needed for the new Campaign.
  6. Select Submit to save the Campaign.

Templates provide a starting configuration. Before launch, review applicable dates, budgets, targeting, Lines, bids, pacing, Frequency & Recency settings, Creatives, and other Campaign requirements to confirm they are appropriate for the new Campaign. Pasted text

Save a Campaign as a Template

Save a Campaign as a Template when its configuration or multi-Line structure is expected to be reused.

  1. Open the Campaign you want to use as the basis for the Template, or create and configure a new Campaign.
  2. Select Save as Template in the upper-right corner.
  3. Enter a Name, Description, and Icon for the Campaign Template. Name and Icon are required fields.
  4. Select Save.

The Campaign Template is then available for future Campaign creation and can be managed from the Seat-level Templates tab.

Included Lines

Campaign Templates include all Lines from the source Campaign by default.

To add or remove Lines from the saved Campaign Template, navigate to Templates > Campaign Templates and edit the applicable Template.

Manage Campaign Templates

Saved Campaign Templates are managed at the Seat level under Templates > Campaign Templates.

From the Campaign Template page, users can:

  • View the saved Campaign configuration
  • Edit the Template
  • Clone the Template to create a new variation

Changes made to a Campaign Template affect Campaigns created from the Template in the future. They do not update Campaigns that were previously created from that Template.

For detailed instructions on editing, cloning, and managing saved Campaign Templates, see the Templates documentaton.

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