Edit a Campaign Template

How to edit a campaign template

1. Go to Portal
2. Go to Campaigns section
3. Click Templates
4. Choose Custom from the Template area
5. Click the template you wish to edit. The Template will then open in table format, with each stage shown as a column. 

You can then edit 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. Edit 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 also:

• Create a campaign template
• Campaign Tasks