View and manage campaign templates

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the customer FAQ. You can also read the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Templates enable you to establish a foundational set of campaign settings that can act as a starting point for creating new campaigns. You can create any number of templates; each set up to meet the needs of a specific type of campaign often run at your organization.

To work with your campaign templates, go to Marketing Execution > Campaigns Management > Campaign Templates. This provides a list of current templates, which you can search, sort and filter as needed. The toolbar provides standard controls for adding, deleting, copying, and organizing your templates. See Learn how to work and get around in Microsoft Dynamics Marketing for details about how to work with the controls here.

When you create or edit a campaign template, all settings are exactly the same as when you are working with an actual campaign. See Create and manage your campaigns for details.

Your campaign templates can be very detailed and include complete metadata, canvas workflows, widgets, and related records such as tasks, jobs, brands, offers, and more—all elements that might be a standard part of a given type of campaign.

When you apply a template to a new campaign, copies of related records defined for the template may also be created. For example, if your template includes tasks, then each task included with the template will be copied and associated with each campaign that you create based on that template. This is where virtual teams can come in handy. A virtual team enables you to define a placeholder for a contact to be selected later. So if you know that all campaigns will require a copywriting task, but you do not know exactly which copywriter will be available, then create a virtual-team member called “copywriter” and enter this as the assigned-to contact for the task; later, when you use the template to create an actual campaign, you can replace virtual team members with actual contacts. Of course, you could also use actual contacts in your templates if these are the same for all campaigns. See also Define and manage teams.

If you have integrated Dynamics Marketing with Microsoft Dynamics 365, then you are able to synchronize your campaigns between the two systems. However, you are not able to synchronize campaign templates.

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