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Managing templates

You can manage your templates directly from your campaigns.

Listing templates​

To list the available templates, on the leftmost menu, click Templates.

This page displays the available templates. It contains the following information:

Template details​

ColumnDescription
Template

Name and state of the template.

ID

Unique number identifying the template. It can be used for integration purposes. 

CreatedDate when the template was created.
Created byUser who created the template.
PlaceholdersNumber of placeholders defined in the template.
BudgetsNumber of budgets set in the template.
AttributesNumber of mandatory attributes included in the template.
CampaignsNumber of campaigns created from the template. 

Disabling a template​

The campaign templates are automatically enabled when you create them. You can disable an active template for it not to appear as an option when creating new campaigns. This does not affect those campaigns that you created from this template.

  1. On the leftmost menu, click Templates.
  2. Click the name of the template you want to disable.
  3. Click Disable Template.
  4. In the pop-up that appears, click Disable: template name.

Enabling a template​

Enable a disabled template in order to be able to use it for creating new campaigns.

  1. On the leftmost menu, click Templates.
  2. Click the name of the template you want to enable.
  3. Click Activate Template.

Editing a template​

You can modify some characteristics of a template after it has been created.

  1. On the leftmost menu, click Templates.

  2. Click the name of the template you want to edit.

  3. In the top-right corner of the page, click Edit Template.

  4. Edit the required details:

    • In Basic info, you can edit the template's name, description, tags, usage guide, connected Applications, and campaign access group.
    • In Template Placeholders, you can add, edit, and delete placeholders. You can only edit placeholders if they are not used in rules.
    • In Budgets and Attributes, you can edit, create, and delete budgets, and define new values for mandatory attributes.
    • In Coupon Codes, you can define new characteristics for the coupon codes automatically generated by any Create coupon code effect in the rules of the campaigns created from the template. These settings can be overridden when creating the effects.

  5. After editing all the required details, click Save and Close.

    note
    • To leave a draft template in the Draft state, click Save as Draft.
    • To activate a draft template, click Activate Template.

Deleting a template​

You can delete templates that you don't need anymore.

  1. On the leftmost menu, click Templates.
  2. Click the name of the template you want to delete.
  3. In the top-right corner of the page, click Delete Template.
  4. In the pop-up that appears, click Delete: template name.