Templates: export, import, and reuse
Save a campaign as a template, start new campaigns from it, and move it between organisations as a ZIP file.
A template is a campaign you can start again: its touchpoints, rewards, emails and landing page, without its participants. Save a campaign that worked, and your next one starts from there.
| To | Use |
|---|---|
| Reuse a campaign in this organisation | Save as template |
| Hand it to another organisation you can reach | Share a template |
| Keep a file, or send it to another team | Save as template file: see Export a campaign template |
Save a campaign as a template
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In the campaign, select the arrow next to Publish.
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Select Save as template.
Studio creates the template straight away, named "[Template]" and the campaign's name, and says Template added. To rename it, tag it or give it a picture, open it in Templates and select Edit.
Find your templates
Templates in the side menu lists them in three tabs: Featured (OmniLab's own, such as Free form), Shared (from other organisations) and Local (your organisation's).
Start a campaign from a template
On the template's card, select View Actions, then Create Campaign. You then give the campaign a title, a public link, a language and a time zone, as in Create a campaign.
Check the new campaign before publishing
A template copies the setup, not the context. Check the dates, the prize quantities and coupon codes, the public link, and the add-ons in Build > Settings > Advanced Settings, then publish.