Saved Campaign Templates can be used to create a new Campaign with a previously configured Campaign structure, including applicable Campaign settings, targeting, and selected Lines.

To create a new Campaign from a Template:

1. Navigate to the applicable Advertiser.
2. Locate the Campaign Templates section within the Campaigns section.

3. Select the desired Campaign Template Icon.

4. A new Campaign will be created using the settings stored in the Template.
5. Review the resulting Campaign and included Lines and make any Campaign specific adjustments.
6. Save the Campaign when configuration is complete.

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

Campaign Templates can be created from an existing Campaign or from a newly configured Campaign. This is useful when a Campaign structure or multi-Line strategy is expected to be reused across future Advertisers or Campaigns.

To save a Campaign as a Template:

1. Navigate to 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.

4. Select Save.

The Campaign Template can now be reused when creating future Campaigns. Saved Campaign Templates are managed at the Seat level under the Templates tab.

For instructions on using the Template, see Use a Campaign Template to Create a New Campaign.

Saved Campaign Templates are managed at the Seat level.

To locate an existing Campaign Template:

1. Navigate to the Templates tab.
2. Expand the Campaign Templates section.
3. Locate the Template by its Name, ID, or Description.

5. Select the Template Name to open and review its saved configuration.

From the Template page, users can:

• View the saved Campaign configuration.
• Edit the Template to update its configuration.
• Clone the Template to create a new variation while preserving the original.

Changes made to a saved Campaign Template are used when the Template is selected for future Campaign creation. They do not modify Campaigns that were previously created from the Template.

On the Template > Campaign Template page > Select Edit from the applicable Campaign Template to update the configuration that will be used when creating future Campaigns.

Template Setup Section

The Template Setup section controls the Template Settings.

Available fields include:

• Name: A unique name used to identify the Campaign Template.
• Active Status: Determines whether the Campaign Template itself is Active or Inactive.
• Template Description: Describes the intended purpose or strategy of the Template.
• Icon: Provides a visual identifier that can make the Template easier to recognize.

Campaign Setup Section

The Campaign Setup section controls the primary Campaign configuration stored in the Template.

Available fields include:

• Name: A unique name used to identify the Campaign Template.
• Code: Optional and for reporting purposes.
• Budget Type: Spend or Impressions
• Active Status: Determines whether Campaigns created from the Template are Active or Inactive.
• Manage Budgets: When enabled, Lines included in the Campaign will follow the Campaign Start Date, End Date, and Budget Type. Budgets are allocated to Lines by weights.
• Auto Pace: Enables automatic Campaign pacing by allowing Line budgets to remain fluid between Lines, helping the Campaign achieve its overall pacing goal.
• Manage Creatives: Allows Creatives to be managed at the Campaign level.
• Manage Dayparts: Allows pacing and daypart settings to be managed at the Campaign level.
• Programmatic Guaranteed:Configures the Campaign for Programmatic Guaranteed delivery. Enabling this option removes previously configured targeting or settings that are not applicable to PG Campaigns. Publisher-side Deal configuration controls targeting and delivery.
• Enable Flights: Allows Campaign flights to be configured with Start Dates, End Dates, budgets, and applicable rollover settings.
• Pacing Timezone: Defines the time zone used for Campaign pacing.

Lines Section

The Lines section determines which Lines from the original Campaign are included when the Campaign Template is used.

Check or uncheck the Include checkbox next to the applicable Lines to control which Line structures are saved as part of the Template.

Including Lines is useful when the same multi-Line strategy should be recreated together. If a Line should not be included in future Campaigns created from the Template, leave it unchecked.

Pacing & Dayparts Section

If Mange Dayparts is enabled on the Campaign Template Setup section and you want to edit the Pacing & Dayparts section of the Campaign Template, follow these steps:

1. Navigate to the Pacing & Dayparts section within the Campaign Template.
2. Make the necessary changes.
3. Select Submit when all Template edits are complete.

For additional configuration details, see Campaign Pacing & Dayparts

Frequency & Recency Section

If Enable Campaign Frequency is enabled in the Campaign Template Setup section:

1. Navigate to Frequency & Recency.
2. Update the applicable Frequency and Recency settings.
3. Select Submit when all Template edits are complete.

For additional details, see Campaign Frequency & Recency

Targeting Section

The Targeting section allows the Campaign-level targeting stored in the Template to be reviewed or updated.

1. Navigate to the Targeting section within the Campaign Template.
2. Select Edit Targeting.
3. Update the applicable targeting settings.
4. Select Save in the targeting window.
5. When all Template edits are complete, select Submit to save the Campaign Template.

For details on available targeting options, see Campaign Targeting

Cloning allows users to create a variation of an existing Campaign Template without modifying the original.

To clone a Campaign Template:

1. Open the Campaign Template you want to clone.
2. Select Clone in the upper-right corner.
3. Enter a new name for the cloned Template.
4. Adjust the Campaign Template settings as needed.
5. Select Submit.

The cloned Campaign Template is then available for use when creating future Campaigns.

For instructions on using the Template to create a Campaign, see Use a Campaign Template to Create a New Campaign.