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Setting Up Campaign Templates

Setting up campaign templates can help users maintain consistency for media plans that always have common attributes. This could include media plan custom columns, placement related tasks you need to track, naming conventions, and more.

Once the template is setup, the user simply clones it and begins creating their plan. You may want to setup the template under a designated advertiser that is just used for housing your templates. Or, if you have templates specific to each Advertiser, you can create them under the respective Advertiser.

 

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To create a template under an existing Advertiser:

NOTE: You will be setting up the template campaign in the same manner you would any campaign. 

  1. Create a new campaign (Name it accordingly so others are aware it is a template)
  2. Leave all fields blank & save
  3. Adjust campaign settings
  4. Add any task columns
  5. Add any picklist columns
  6. Contact support to change placement naming configuration

*Steps 3-6 are optional and only apply as needed

For planners using the template:

  1. Go to template campaign
  2. Clone campaign
  3. Edit campaign name
  4. Click Clone
  5. Begin creating your media plan

To create a template under a designated template Advertiser:

  1. Create a new Advertiser (name it accordingly to indicate it is for housing templates)
  2. Repeat steps 1-5 under creating a template under an existing Advertiser

*Steps 3-6 are optional and only apply as needed

For planners using the template:

  1. Go to template campaign
  2. Clone campaign
  3. Change Advertiser to the Advertiser that the campaign will need to be listed under
  4. Edit campaign name
  5. Click Clone
  6. Begin creating your media plan

 

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