Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Creating Campaigns >

Creating and Applying Campaign Templates

You can save any campaign as a reusable campaign template. The template retains many of the planning details from the campaign such as the goals, expenses, offers, documents, segments/lists, and activity plans. After you create a campaign template, you can reapply the template to any new campaigns. You can also share the template with other employees in your organization.

To save a campaign as a campaign template

1. Navigate to the Campaigns screen.
2. In the Campaigns list, drill down on the campaign that you want to use as a template.
3. In the Campaign form, click the menu button, and select Save as Template.

   This menu option is active only if your administrator has given you permission to use this action (using the Marketing access groups).

4. In the Save As Template dialog box, type a name, and click OK.
5. To make changes to the new template, navigate to the Marketing Templates screen > Campaign Templates view.
6. Query for the template you created in Step 4.
7. In the template list or form, make the necessary changes.

To apply a campaign template to a campaign

1. Navigate to the Campaigns screen.
2. In the Campaigns list, create a new campaign, or drill down on the campaign name to which you want to apply the template.
3. In the Campaign form, click the menu button, and choose Apply Template.
4. In the Apply Template dialog box, select the template you want to apply, and click OK.
5. When asked if you want to continue, click OK.

   The Message dialog box, appears, confirming that the template was applied.

6. In the Message dialog box, click OK.