Campaign templates
You can create templates from existing campaigns and use them as a starting point for creating new campaigns in any Application. This simplifies the campaign creation process and increases error control by including predefined rules and restricting the values that can be modified.
Template states
A template can be in one of the following states:
- Draft: The template cannot be used. Its rules or values for mandatory attributes are not yet defined.
- Enabled: The template can be used to create campaigns.
- Disabled: The template cannot be used. Campaigns already created from the template are unaffected.
You cannot create a template in the following cases:
- If the campaign has the referrals or achievements feature enabled. See Managing campaign features.
- If the campaign does not have any rules.
- If the campaign was created from a template.
- If the campaign contains a value map.
Listing templates
To list the available templates, on the leftmost menu, click Templates.
This page displays the available templates. It contains the following information:
| Column | Description |
|---|---|
| Template | Name and state of the template. |
| ID | Unique number identifying the template. It can be used for integration purposes. |
| Created | Date and time when the template was created. |
| Created by | User who created the template. |
| Placeholders | Number of placeholders defined in the template. |
| Budgets | Number of budget limits defined in the template. |
| Attributes | Number of mandatory attributes defined in the template. |
| Campaigns | Number of campaigns created from the template. |
| Copy | Create a copy of the template. |
Template overview
To view the details of a template:
- On the leftmost menu, click Templates.
- Click the name of the template you want to display.
This page contains the following information:
- Name and state of the template.
- Basic info: A description of the template.
- Features: The campaign features enabled in the template. Each template inherits the features of the campaign from which it was created.
- Created: Date and time when the template was created.
- Last updated: Date and time when the template was last updated.
- Rules: A list of rules defined in the template.
The page also displays a table with the following information for each campaign created from the template:
| Column | Description |
|---|---|
| Campaign | Name of the campaign. |
| ID | A unique identifier of the campaign. |
| Created | Date and time when the campaign was created. |
| Created by | User who created the campaign. |
Reducing errors using templates
Campaign templates enable you to manage user access and reduce errors when creating campaigns from templates. To achieve this, configure your templates using ranges in placeholder values.
When creating placeholders, define a range of values for the Number and Percent placeholder types. This range ensures all campaigns created from the template have predefined limits.
For example, you can create a percent-type placeholder named discount_percentage and enforce a range limitation of 0 to 20 (inclusive). This prevents users from setting the discount value above 20% when creating campaigns.