Saving a Campaign as a Campaign Template

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

To save a campaign as a campaign template

  1. Navigate to the Campaigns screen.

  2. In the Campaigns list, select a campaign to use as a template.

  3. In the Campaign 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.