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Creating and Applying Program Templates

You can save any program you create as a reusable program template. The template retains many of the planning details from the program such as the program flow, related campaigns, activity plans, documents, and other details. After you create a program template, you can apply the template to new programs. You can also share the template with other employees in your organization.

Program templates also include child campaign templates for each of the campaigns in the design. For more information about campaign templates, see Creating and Applying Campaign Templates.

Saving a Program as a Program Template

The following procedure shows how to save a program as a program template.

To save a program as a program template

1. Navigate to the Programs screen.
2. In the Programs list, click a program to use as a template.
3. In the Program form, click the menu button, and choose 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, enter a name, and click OK.
5. To make changes to the new template, navigate to the Marketing Templates screen, then the Program Templates view.
6. Query for the template you created in Step 4.
7. In the template list or form, make the necessary changes.

Applying a Program Template to a Program

The following procedure shows how to apply a program template to a program.

To apply a program template to a program

1. Navigate to the Programs screen.
2. In the Programs list, either create a new program, or select the program name to which to apply the template.
3. In the Program form, click the menu button, and choose Apply Template.
4. In the Apply Template dialog box, select the template 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.

   NOTE:  You cannot apply a program template if your program already has stages in the program flow. If your program has existing stages, then delete them from the program flow before applying the template.

6. In the Message dialog box, click OK.