{"id":15123,"date":"2026-09-04T15:16:51","date_gmt":"2026-09-04T15:16:51","guid":{"rendered":"https:\/\/wiki.pontiac.media\/?docs=ctv-documentation\/templates\/campaign-templates\/find-and-manage-campaign-templates"},"modified":"2026-10-08T18:36:03","modified_gmt":"2026-10-08T18:36:03","slug":"find-and-manage-campaign-templates","status":"publish","type":"docs","link":"https:\/\/wiki.pontiac.media\/?docs=ctv-documentation\/templates\/campaign-templates\/find-and-manage-campaign-templates","title":{"rendered":"Find and Manage Campaign Templates"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Saved Campaign Templates are managed at the <strong>Seat level<\/strong> from the <strong>Templates<\/strong> tab.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use this area to locate existing Campaign Templates, review their saved configuration, update the Template for future Campaign creation, or create a new Template variation by cloning an existing one.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Find a Campaign Template<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">To locate an existing Campaign Template:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Templates<\/strong> tab. <\/li>\n\n\n\n<li>Expand the <strong>Campaign Templates<\/strong> section. <\/li>\n\n\n\n<li>Locate the Template by its <strong>Name, ID, or Description<\/strong>. <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"441\" src=\"https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082014-1024x441.png\" alt=\"\" class=\"wp-image-15126\" srcset=\"https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082014-1024x441.png 1024w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082014-300x129.png 300w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082014-767x330.png 767w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082014-1536x661.png 1536w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082014.png 1706w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Select the <strong>Template Name<\/strong> to open the Campaign Template.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"493\" src=\"https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082046-1024x493.png\" alt=\"\" class=\"wp-image-15127\" srcset=\"https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082046-1024x493.png 1024w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082046-300x144.png 300w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082046-767x369.png 767w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082046-1536x739.png 1536w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-04-082046.png 1716w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Review a Campaign Template<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Opening a Campaign Template allows users to review the configuration that will be applied when the Template is used to create a new Campaign.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Depending on the Template configuration, this can include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Template Setup<\/strong><\/li>\n\n\n\n<li><strong>Campaign Setup<\/strong><\/li>\n\n\n\n<li>Included <strong>Lines<\/strong><\/li>\n\n\n\n<li>Campaign-level <strong>Targeting<\/strong><\/li>\n\n\n\n<li><strong>Pacing &amp; Dayparts<\/strong><\/li>\n\n\n\n<li><strong>Frequency &amp; Recency<\/strong><\/li>\n\n\n\n<li>Other applicable Campaign settings<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Reviewing the Template before use can help confirm that the saved configuration still reflects the intended Campaign structure and strategy.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View the saved Campaign configuration.<\/li>\n\n\n\n<li>Edit the Template to update its configuration.<\/li>\n\n\n\n<li>Clone the Template to create a new variation while preserving the original.<\/li>\n\n\n\n<li><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Template Setup<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Template Setup controls the saved Template itself.<\/strong> These fields describe and manage the reusable Template as an object in the <strong>Templates<\/strong> section.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name:<\/strong> The name used to identify the Campaign Template.<\/li>\n\n\n\n<li><strong>Active Status:<\/strong> Whether the Campaign Template itself is Active or Inactive.\n<ul class=\"wp-block-list\">\n<li><strong>Template Setup > Name \/ Active Status<\/strong> = the saved Template.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Template Description:<\/strong> Describes the intended purpose or strategy of the Template.<\/li>\n\n\n\n<li><strong>Icon:<\/strong> The visual identifier used to recognize the Template.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">These settings are about <strong>how the Template is identified and managed<\/strong>, not the Campaign that will eventually be created from it. Pasted text<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Campaign Setup<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Campaign Setup controls the Campaign configuration stored inside the Template.<\/strong> These are the settings that will be used as the starting configuration when the Template is selected to create a new Campaign.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It includes settings such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong><\/li>\n\n\n\n<li><strong>Code<\/strong><\/li>\n\n\n\n<li><strong>Budget Type<\/strong><\/li>\n\n\n\n<li><strong>Active Status<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Campaign Setup > Name \/ Active Status<\/strong> = the new Campaign configuration created from that Template.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Manage Budgets<\/strong><\/li>\n\n\n\n<li><strong>Auto Pace<\/strong><\/li>\n\n\n\n<li><strong>Manage Creatives<\/strong><\/li>\n\n\n\n<li><strong>Manage Dayparts<\/strong><\/li>\n\n\n\n<li><strong>Programmatic Guaranteed<\/strong><\/li>\n\n\n\n<li><strong>Enable Flights<\/strong><\/li>\n\n\n\n<li><strong>Pacing Time Zone<\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Manage a Campaign Template<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">From the Campaign Template page, users can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>View<\/strong> the saved Campaign configuration.<\/li>\n\n\n\n<li><strong>Edit<\/strong> the Template to change the configuration that will be used for future Campaigns.<\/li>\n\n\n\n<li><strong>Manage Included Lines<\/strong> to control which Line structures are recreated with the Campaign.<\/li>\n\n\n\n<li><strong>Clone<\/strong> the Template to create a new reusable variation while preserving the original.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">When editing a Campaign Template, changes are saved to the Template itself and are used the next time the Template is selected to create a Campaign.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Important:<\/strong> Changes made to a Campaign Template do not update Campaigns that were previously created from it. Likewise, changes made to an individual Campaign created from a Template do not update the original Template.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Edit vs. Clone<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use <strong>Edit<\/strong> when the existing Template should be updated for future use.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use <strong>Clone<\/strong> when a new Template variation is needed but the original Template should remain unchanged.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, cloning can be useful when creating a second version of an existing Campaign strategy with different Targeting, Lines, pacing settings, or other configuration while preserving the original Template.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For detailed instructions on modifying a saved Template, see <strong><a href=\"https:\/\/wiki.pontiac.media\/?docs=ctv-documentation\/templates\/campaign-templates\/edit-a-campaign-template\">Edit a Campaign Template<\/a><\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For instructions on creating a variation of an existing Template, see <strong><a href=\"https:\/\/wiki.pontiac.media\/?docs=ctv-documentation\/templates\/campaign-templates\/clone-a-campaign-template\">Clone a Campaign Template<\/a><\/strong>.<\/p>\n","protected":false},"author":17,"featured_media":0,"parent":10458,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_is_vendor_doc":"0","footnotes":""},"doc_tag":[],"class_list":["post-15123","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/15123","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=15123"}],"version-history":[{"count":4,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/15123\/revisions"}],"predecessor-version":[{"id":16094,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/15123\/revisions\/16094"}],"up":[{"embeddable":true,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/10458"}],"next":[{"title":"Edit a Campaign Template","link":"https:\/\/wiki.pontiac.media\/?docs=ctv-documentation\/templates\/campaign-templates\/edit-a-campaign-template","href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/10467"}],"prev":[{"title":"Create a Campaign Template","link":"https:\/\/wiki.pontiac.media\/?docs=ctv-documentation\/templates\/campaign-templates\/create-a-campaign-template","href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/10818"}],"wp:attachment":[{"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15123"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=15123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}