Creating and Using Marketing Campaign Templates
Note: Marketing Campaign Templates are available in Content Calendar, Agency Pro, and Marketing Suite.
The Marketing Campaign template feature allows you to save a template version of a marketing campaign that you can reuse for similar campaigns, allowing you to easily duplicate settings and saving time on repetitive tasks. Use marketing campaign templates to automatically create campaigns on a recurring schedule. Any user can implement a saved Marketing Campaign Template, but only admin users can create, edit, save, and delete templates.
Creating a New Marketing Campaign Template
You can create a Marketing Campaign template either from an existing campaign or from scratch. To create a Marketing Campaign template from scratch, follow these steps:- In your calendar settings, under Templates, click Marketing Campaign.
- Click New Template.
- From the calendar page, click the marketing campaign you'd like to turn into a template.
- When viewing the campaign, click the ellipsis icon, then select Save as Template.
- You'll see a blue Marketing Campaign Template header appear at the top of the page to indicate you are working with a template.
- Any discussion will not be duplicated in the template.
- For any scheduled items, times are preserved, and dates become relative to the scheduled date of the campaign. For example, if the original campaign was scheduled for September 5th, with a social post scheduled to publish at 8:00 AM on September 7th, the Marketing Campaign Template will have that social post scheduled to publish at 8:00 AM two days after the day campaign is scheduled. This same relative scheduling applies to tasks.
Using a Marketing Campaign Template
Once you have created a Marketing Campaign Template, you can use it as the basis for future campaigns. To use a Marketing Campaign Template, follow these steps:- From the Calendar, click Create, or click on the day you'd like to schedule the campaign.
- Click From Template...
- In the Choose a Template panel, select the template you want to use.
- A new campaign will be created from the marketing campaign template. You can edit and schedule this campaign as usual, without affecting the original template.
Set a Recurring Schedule
Automatically add repeating campaigns to your calendar by setting a recurring schedule. From your Template Settings page, click into any template, then click Repeat. From there, you can:- Set the desired frequency (daily, weekly, monthly, etc.).
- Choose which day of the recurring campaign will be scheduled on.
- Choose when it begins and how long it will continue to repeat.
- Choose how many weeks into the future you want to see items scheduled on the calendar.
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Deleting Recurring Marketing Campaigns
To delete future instances of a Marketing Campaign in bulk, in your calendar settings, under Templates, click Marketing Campaign. In the Usage column, click the number of future instances.
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Editing a Marketing Campaign Template
You can easily access and edit existing Marketing Campaign Templates at any time. When you edit a template, the changes only apply to future campaigns created from the template. Existing campaigns will be unaffected. Please note that only admins can edit Marketing Campaign Templates. To edit a Marketing Template, follow these steps:- In the Calendar Settings menu, under Templates, click Marketing Campaigns.
- Select the template you want to edit and make your desired changes.