Templates: export, import, and reuse

Save a campaign as a template, store the ZIP in Images & Files, and generate a new campaign from that template.

Use templates when you want to turn a proven campaign into a reusable starting point. The ZIP route is useful for handoff between organisations, while the direct template route is faster inside one organisation.

Reuse the structure, then review the details

Templates carry the campaign structure forward, including touchpoints, rewards, notifications, and landing-page setup. Before you publish the generated campaign, review destination-specific settings such as add-ons, public links, dates, language, timezone, and reward redemption readiness.

Before you begin

You can access the source campaign and the destination organisation.
You know whether the destination campaign should keep the same language as the original template content. In most cases, it should.
You are ready to review destination-specific add-on settings after generation.

Choose the right template route

If you want to...	Use this action
Create a reusable ZIP file you can store or hand off	`Save as template file`
Create a reusable template entry immediately in the current organisation	`Save as template`

Export the campaign as a template file

Open the source campaign

Go to the campaign you want to reuse, then open its detail view with View.

Save the campaign as a template file

Open the campaign action menu and choose Save as template file.

Retrieve the ZIP from `Images & Files`

The platform generates the template file and stores it in Images & Files. Open that library, find the new ZIP, and download it before moving to the destination organisation.

Create a local template directly

If you are staying in the same organisation and do not need a ZIP handoff, use Save as template instead. This creates a reusable template entry in Templates without making you go through the import flow first.

Import the ZIP into `Templates`

Open `Templates` in the destination organisation

Switch to the correct organisation first, then open Templates.

Create a new template entry

Use Create Template, provide a template name, then upload or select the exported ZIP through the file picker flow.

Save the template

Select the uploaded ZIP, save the template configuration, then confirm Create Template.

Generate a campaign from a template

Open the template actions

In the template view, use View Actions and choose Create Campaign.

Review `Generate Campaign from Template`

The generation modal asks for the new campaign details, including:

Campaign Title
Campaign Public Key
campaign language
timezone

Review the prefilled Campaign Public Key carefully, then use Generate Campaign.

Keep the generated campaign aligned with the template

Choose the language and timezone that match the campaign you want to launch. In most cases, the safest route is to keep the generated campaign aligned with the template content unless you are deliberately rebuilding it for another language or market.

Review the generated campaign before publishing

Once the campaign is generated, review it before publishing:

update destination-specific values in Settings -> Advanced Settings -> Addons
confirm the new public link is correct
review dates and timezone
confirm rewards, touchpoints, and landing-page behavior still make sense for the destination organisation
review secure reward coupon stock if the campaign depends on prepared coupons
run validation, then publish

The add-on review is often the most important post-generation step because reusable structure does not automatically make every destination-specific value correct.