Campaign Templates can be created from an existing Campaign or from a newly configured Campaign. Save a Campaign as a Template when its structure or multi-Line strategy is expected to be reused.

To save a Campaign as a Template:

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.

All Lines from the source Campaign are included in the Campaign Template by default. Included Lines can be managed after the Template is saved under Templates > Campaign Templates.

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

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