Creating and Applying Campaign Templates

Using 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.