Using Campaign Templates

You can use Campaign templates when you create a new Campaign or you can add a template to an existing Campaign.

How to use a Campaign Template when creating a new Campaign

1. Go to Portal
2. Go to Campaigns section
3. Click Add New Campaign
4. In the Template field search for the name of the Template you wish to use 
   
5. Complete the required fields to create a new Campaign
6. Click Create Campaign 

How to apply a Campaign Template to an existing Campaign

1. Go to Portal
2. Go to Campaigns section
3. Find the Campaign you wish to use your template in
4. Select the 3 dots and Edit 
   
5. An Edit Campaign modal appears. In the Template field search for the name of the Template you wish to use and select it. Only Templates with the same number of stages as the campaign will be available to chose from.
6. Click Save Campaign 

See also:

• Create a campaign template
• Campaign Tasks
• Link a challenge to a campaign