Campaign templates are deployed to the ATG Outreach Production/Staging server or servers so that their assets are available to campaigns that you create from them. However, the templates do not run as campaigns after deployment.
Campaign templates are included in ATG Outreach reports, even though in this case the data is not applicable.
To create a new template, complete the following steps:
Select Create a Campaign Template from the Operations menu on the Business Control Center 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.
From the To Do list in the Home page, click the Go to Project link for this template. The template’s Tasks tab is displayed.
Complete the content review and deployment tasks for this template. The procedure is the same as the procedure for deploying a campaign. See Finishing and Deploying a Campaign for more information.
To verify that the template has been deployed, select Outreach > Browse Campaign Templates from the Operations menu. The status for a successfully deployed template is Completed.
To use a template to create a new campaign:
Select Create Campaign from Template from the Operations menu on the Business Control Center 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 its name or description, and click Go.
Click Create Campaign from Template.
Change the campaign as required. Note: The default name for the campaign is “copy <number> of <name of template>.” If you change the name or edit any other information on the Properties tab, remember to click OK or Apply before you display another page.
Finish and deploy the campaign. See Finishing and Deploying a Campaign.
