Campaign templates are deployed to the ATG Outreach Production/Staging server so that their assets are available to campaigns that you create from them. However, the templates do not run as campaigns after deployment.
To create a new template, complete the following steps:
Select Create a Campaign Template from the Operations menu on the BCC Home page.
Create the template exactly as you would create a campaign, supplying information in the Properties and Structure tabs as needed. Note that you must complete all required properties.
When the template is finished, select Ready for Review from the Task Action list at the top of the Structure tab.
Complete the Review task by selecting Approve from the Task Action list. (Note that you may not have access to this task. See Using ATG Outreach Projects for more information.)
To use a template to create a new campaign:
Select Create Campaign from Template from the Operations menu on the BCC Home page. The page that appears shows all templates that have been completed (templates whose Review task has been completed).
Select the template to use. If necessary, use the List Options box on the right to find the template: enter the first few characters from the its name or description, and click Go.
Click Create Campaign from Template.
Change the campaign as required.
Finish and deploy the campaign. See Finishing and Deploying a Campaign.
