Campaign Templates

Modified on Mon, 16 Oct, 2023 at 5:49 PM



Campaign templates are a great way to easily create a campaigns if you regularly use the same products for each campaign.

One way you can use campaign templates is to create different campaign levels. For example you might want to have a Gold, Silver & Bronze campaign that you can suggest to sellers/lessors based on their needs and property.

Creating a Template

You can create a campaign template one of two ways.

1. From the Campaign Templates screen

To navigate to this screen, click on marketing -> campaign -> templates-> Create Template 

When you click on Create Template, you will need to give your template a name 

Then add the products that will make up the campaign

When you’re done, click SAVE and the template will be available for use when creating your next property marketing campaign.

2. Saving a campaign as a template

When you are creating a campaign against a Listing or Proposal, you can save that campaign as a template for future use.

Product Price Updates

If your Campaign is greyed out and not selectable

this means that a product in that template has been either updated or removed. You will need to edit the template and add new products.

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