Save a campaign as a template or reuse a past campaign

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How do I save a campaign as a template or reuse a past campaign?

With ActiveCampaign, users have the ability to save a campaign as a template or reuse a past campaign. This feature is particularly valuable for marketers who wish to streamline their campaign creation process by leveraging previously successful campaigns or maintaining a library of templates for future use. Utilizing templates ensures consistency in messaging and branding while saving time in crafting new campaigns.

How to Access This Feature

To access the functionalities of saving a campaign as a template or reusing a past campaign, navigate to the Campaigns section within your ActiveCampaign account. You can execute this through the left menu of the dashboard.

Step-by-Step Instructions

Save a Campaign as a Template

To save an existing campaign as a template, follow these steps:

1. Click Campaigns on the left menu.
2. Locate the campaign you wish to save as a template.
3. Click the down caret to the right of the campaign name.
4. Select Save as a template from the dropdown menu.
5. You will be redirected to your list of templates, with the newly added template appearing at the top of the list.

Use a Past Campaign as a Template

If you want to use a past campaign as a template for a new campaign, adhere to the following steps:

1. Click Campaigns on the left menu.
2. Click Create a Campaign to initiate the campaign creation process.
3. Enter the name of your campaign in the provided field, then select the list you plan to send to.
4. Click Past Campaigns on the Design Your Campaign page.
5. Hover your cursor over the campaign you'd like to utilize as a starting point for your new campaign, and then click the Select option.

Configuration Options and Settings

While saving campaigns and templates does not involve extensive configuration options, it is essential to understand that the primary components you will interact with include:

• Campaigns - This is where you manage and view all your campaigns.
• Templates - Engage with your saved templates post-creation.
• Past Campaigns - Access previously sent campaigns you can use for new campaigns.
• Create a Campaign - This button allows you to start the campaign creation process.

Best Practices and Tips

• Consistency in Branding: Ensure that the elements of your templates maintain brand consistency across campaigns, including colors, fonts, and logo placements.
• Testing Templates: Before rolling out a new campaign based on a template, send test emails to check for formatting and content accuracy.
• Organizing Templates: Keep your templates organized by categorizing them based on campaign type (e.g., newsletters, promotions) for easy accessibility.
• Review Past Campaigns: Analyze past campaigns that performed well and consider what elements contributed to their success when creating your templates.

Common Use Cases with Examples

1. **Recurring Promotions**: Save a promotional campaign as a template if your business runs quarterly sales. This way, updating the dates and details can be done quickly.

2. **Newsletter Formats**: Use a past newsletter campaign as a template to streamline your monthly communications. You can modify content but retain the structure.

3. **Event Invitations**: If you regularly invite contacts to events, create a consistent template that you can adapt with event specifics.

Troubleshooting

If you encounter issues while saving campaigns as templates or reusing past campaigns, try the following:

• **Failed to Save Template**: Ensure that you have selected a valid campaign. If the option is greyed out, there may be restrictions based on your specific account plan.
• **Past Campaigns Not Visible**: Check if there are any filters applied that may hide past campaigns, or ensure you have sent campaigns previously.

FAQ

Q1: Can I edit a campaign template after saving it? A1: Yes, templates can be edited after you save them. Simply navigate to your list of templates and select the one you wish to modify.

Q2: Are templates available on all ActiveCampaign plans? A2: Yes, the template feature is available on all ActiveCampaign plans: Starter, Plus, Pro, and Enterprise.

Q3: Can I delete a saved template? A3: Yes, saved templates can be deleted. Navigate to your templates, and look for the deletion option next to the respective template.

Q4: What happens if I change my mind after saving a campaign as a template? A4: If you decide not to use a saved template, you can either leave it as is for future use or delete it from your templates list.

Q5: Is there a limit to how many templates I can save? A5: ActiveCampaign does not specify a limit to the number of templates you can save. However, managing a large number of templates may require regular organization.

Q6: Can I share my templates with other users in my account? A6: Yes, templates saved in ActiveCampaign are accessible to any user with permissions to view campaigns in your account.

Q7: How do I access my campaign templates? A7: You can access your saved templates by navigating to the Templates section from your Campaigns menu.

By following this comprehensive guide, you should be well-equipped to effectively save campaigns as templates and reuse your past campaigns in ActiveCampaign. For further assistance, consult additional resources available in the Campaigns section. ```