Creating campaign templates

You can create custom multi-step campaign templates. Using templates can help speed up your campaign creation process and reduce errors. Templates can also help your organization maintain consistency, which is important when you have many Oracle Eloqua users.

After you create a template, users can access the template from the All Files view of the Template Chooser window.

An image of the All Files view of the Template Chooser window

Tip: Oracle Eloqua provides you with Best Practices templates that are available from the Template Gallery of the Template Chooser window.

Before you begin:

  • Consider the types of templates your organization needs. If you are consistently creating the same types of campaigns, you should consider making those campaigns into templates.
  • Make sure that your template follows the best practices used by your organization such as campaign timing or naming conventions.

Note: After you save a template, you cannot change it. To change the template, create a new campaign using the template you want to change. Make your changes and then save the campaign as a new template. You can then delete the old template to avoid confusion.

To create a template:

  1. Navigate to Orchestration An image of the Orchestration icon., then click Campaigns.
  2. Create a new multi-step campaign or open an existing one that you want to use as the basis for your template.
  3. Set up the campaign completely including the campaign settings and campaign fields. Give the campaign steps descriptive names that will help users understand the elements of the campaign.

    Important: Before you save the template, make sure you have completely set up the template. Remember, you cannot change a template after you save it.

  4. Select File > Save as Template.

    An image of the Save As Template window.

  5. Complete the information about the template and click Save. This information appears in the Template Chooser window when users choose the template.
    • To link to a web page that provides more information about the template, complete the Text to Display for Link and URL for the Link fields. When users select the template, they can follow the link to find out more.

Deleting a template

To delete a template:

  1. Navigate to Orchestration An image of the Orchestration icon., then click Campaigns.
  2. Click Create a multi-step campaign.
  3. In the Template Chooser window, right-click the template and click Delete.

    An image of menu that appears when you right-click a template. The Delete option is highlighted.

Related

Copying campaigns

A/B testing campaigns

Creating multi-step campaigns

Campaigns