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Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Roadmap for Setting Up Campaigns > Creating and Applying Campaign TemplatesUsing templates can save you time and effort. For example, many mailed campaigns use the same patterns of offers, such as an initial contact offer, a follow-up offer, and a thank-you or welcome offer. Email campaigns have a repeated pattern as well, starting with an initial offer, followed by confirmations for people opting in and opting out, followed by a welcome offer for new customers. By creating and using templates, you can save yourself time and effort and make your campaigns more consistent. 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. Saving a Campaign as a Campaign TemplateThe following procedure shows how to save a campaign as a campaign template. To save a campaign as a campaign template
Making Changes to a TemplateThe following procedure shows how to make changes to the new template. To make changes to the new template
Applying a Campaign Template to a CampaignThe following procedure shows how to apply a campaign template to a campaign. To apply a campaign template to a campaign
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