Create and configure campaign templates campaign-templates
All marketing campaigns are based on a template, which stores main characteristics and capabilities. Campaign comes with a built-in template to create campaigns. This template has all functionalities enabled: Documents, Seed addresses, Approvals, Delivery outlines, etc.
Available functionalities depend on your permissions, add-ons, and the configuration of your ÃÛ¶¹ÊÓƵ Campaign platform.
A built-in template is supplied in order to create a campaign for which no specific configuration has been defined. You can create and configure your campaign templates and then create campaigns from these templates.
Create a campaign template create-a-campaign-template
To create a campaign template, follow the steps below:
- Open Campaign Explorer, and browse to Resources > Templates > Campaign templates.
- Click New in the toolbar above the list of templates.
You can also duplicate the built-in template to re-use and adapt its configuration. To do this, right-click on the template and select Duplicate.
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Enter the label of your new campaign template.
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Click Save and reopen your template.
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In the Edit tab, define the template properties.
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Select Advanced campaign parameters… link to add a workflow to your campaign template.
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Change the Targeting and workflows value to Yes., and confirm. Learn how to add functionalities in this section.
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The Targeting and workflows tab is added to the template. Click Add a workflow…, enter a Label and click Ok.
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Create your workflow according to your needs.
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Click Save. Your template is now ready to be used to create a new campaign.
The various tabs and sub-tabs of the campaign template allow you to access its settings, described in General configuration.
Select modules select-modules
The Advanced campaign parameters… link lets you enable and disable jobs for the campaigns based on this template. Select the capabilities you want to enable in the campaigns created based on this template.
If a functionality is not selected, the elements concerning the process (menus, icons, options, tabs, sub-tabs, etc.) do not appear in the interface of the template or in campaigns based on this template. The tabs to the left of the campaign details, and the available tabs, coincide with the functionalities selected in the template. For example, the Expenses and objectives functionality is not enabled, the corresponding Budget tab do not show in campaigns based on this template.
Moreover, shortcuts to the configuration windows are added to the campaign dashboard. When a functionality is enabled, a direct link gives access to it from the campaign dashboard.
Configuration samples
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For example, with the following settings:
The campaign dashboard shows:
Note that the Targeting and workflows tab is missing.
The following functionalities are available:
Note that the Budget tab is missing.
The campaign advanced settings also reflect this configuration.
Note that the Approvals tab is not available.
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With this configuration:
The campaign dashboard shows:
Note that the Targeting and workflows tab is available but the Add a document link is missing.
The following functionalities are available:
Note that the Budget tab is available.
The campaign advanced settings also reflect this configuration.
Note that the Approvals tab is available but the Control population and Seed addresses tabs are not enabled.
Typology of modules typology-of-enabled-modules
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Control group
When this module is selected, an additional tab is added to the advanced settings of the template and the campaigns based on this template. The configuration can be defined via the template or individually for each campaign. Learn more about control groups in this section.
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Seed addresses
When this module is selected, an additional tab is added to the advanced settings of the template and the campaigns based on this template. The configuration can be defined via the template or individually for each campaign.
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Documents
When this module is selected, an additional tab is added to the Edit tab of the template and the campaigns based on this template. Attached documents can be added from the template or individually for each campaign. Learn more about documents in this section.
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Delivery outline
When this module is selected, a Delivery outlines sub-tab is added to the Documents tab in order to define delivery outlines for the campaign. Learn more about delivery outlines in this section.
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Targeting and workflows
When you select the Targeting and workflows module, a tab is added to let you create one or more workflows for campaigns based on this template. Workflows can also be configured individually for each campaign based on this template.Learn more about campaign workflows in this section.
When this module is enabled, a Jobs tab is added to the advanced settings of the campaign to define the process execution sequence.
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Approvals
If you enable the Approvals, you can select the processes to approve and the operators in charge of approvals. Learn more about approvals in this section.
You can choose whether or not to enable process approval via the Approvals tab of the templates advanced settings section.
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Expenses and objectives
When this module is selected, a Budget tab is added to the details of the template and campaigns based on this template so that the associated budget can be selected.
Template properties template-properties
When you create a campaign template, you need to enter the following information:
- Enter the label of the template: the label is mandatory and is the default label for all campaigns based on this template.
- Select the campaign nature from the drop-down list. The values available in this list are those saved in the natureOp enumeration.
Learn how to access and configure your enumerations in this page.
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Select the type of campaign: unique, recurring, or periodic. By default, campaign templates apply to unique campaigns. Recurring and periodic campaigns are detailed in this section.
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Specify the duration of the campaign, i.e. the number of days over which the campaign will take place. When creating a campaign based on this template, the campaign start and end dates will be populated automatically.
If the campaign is recurrent, you must specify the campaign start and end dates directly in the template.
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Specify the related program of the template: campaigns based on this template are linked to the selected program.