Create a campaign template

Create a campaign template with tasks associated with each stage.

Campaign templates allow campaign managers to select a template when adding or editing a campaign, ensuring a structured workflow. 

• Campaign templates can have tasks associated with each stage
• Tasks can be auto-assigned to users
• Organisations can be auto-progressed to the next stage of the campaign when tasks are completed
  
  

How to create a campaign template

1. Go to Portal
2. Go to Campaigns section
3. Click Templates
4. Choose Custom from the Template area
5. Click Add template
6. Complete the required fields of

   1. Template title (Required) 

   2. Description of Template (Optional) - character max 150

   3. Number of stages (5 pre-selected by default)

7. Select Create Template

Your new Template will then open in table format, with each stage shown as a column.

You can then continue editing your template. The following options are available:

1. Adding Stages: Select the + icon after the current final stage
    
2. Delete a Stage: Select the 3 dots icon on the stage you wish to remove and then choose Delete
3. Editing Stage Names: Select the 3 dots icon on the stage you wish to rename. Overwrite the current Stage Name and select the tick icon to save.
   
4. Add Tasks - Select the + icon on the stage you wish to add a Task to. Complete the fields on the pop up modal and click Save. Read more about Tasks. There is no limit to the number of tasks you can add in each stage.
   
   
   

See more

• Campaign Tasks
• Linking challenges
• Using campaign templates