Intro
Goodworld's new Campaign Templates feature is designed to streamline the campaign creation process for admins, providing a more efficient and consistent way to manage and launch campaigns. This feature allows admins to save any campaign as a template, ensuring that all contents, settings, user field configurations, pages, URL, and form naming conventions are preserved for future use.
Benefits of Using Campaign Templates
Time Efficiency: Save time by reusing pre-configured templates instead of starting from scratch each time you launch a new campaign.
Consistency: Ensure uniformity across all campaigns with standardized settings and configurations.
Ease of Use: Simplify the campaign setup process, making it accessible even to those with minimal technical skills.
Error Reduction: Minimize the risk of missing important settings or configurations by using tried-and-tested templates.
Use Cases for Campaign Templates
Recurring Campaigns: For campaigns that run periodically (e.g., annual fundraisers, holiday drives), templates ensure that each iteration is consistent and quickly deployable.
Multi-Department Campaigns: Different departments can use tailored templates that meet their specific needs, ensuring that all their campaigns align with the overall organizational standards.
Testing and Optimization: Create variations of a campaign template to test different approaches and identify the most effective strategies.
Onboarding New Team Members: Simplify the training process for new team members by providing them with ready-to-use templates, reducing the learning curve.
How to Use Campaign Templates
Creating a Campaign Template:
Navigate to the Campaign: On the Campaigns tab, go to the campaign you wish to save as a template.
Save as Template: Click on the "Save as Template" action (3 dots) on the right side of the campaign listing.
Name the Template: Provide a name and description for the template for easy identification.
Save: Click "Save" to store the template in your template library.
Applying a Template to a New Campaign:
Start a New Campaign: Click on the "Create Campaign" button.
Select Template: Choose the desired template from the template library.
Customize: Make any necessary adjustments to tailor the campaign to your specific needs.
Launch: Once satisfied with the setup, launch the campaign.
Applying a Template to an Existing Campaign:
Navigate to the Existing Campaign: Go to the campaign where you want to apply the template.
Apply Template: Click on the "Apply Template" option.
Select Template: Choose the template from the library.
Confirm Changes: Review and confirm the changes to update the campaign with the template's settings.
Best Practices for Using Campaign Templates
Regular Updates: Periodically review and update your templates to ensure they reflect the latest best practices and organizational changes.
Clear Naming Conventions: Use descriptive names and detailed descriptions for your templates to make it easy to find and select the right one.
Test Before Launch: Always test campaigns created from templates in a staging environment to ensure all configurations work as expected.
Feedback Loop: Encourage feedback from team members using the templates to identify areas for improvement and optimization.
In Summary
The Campaign Templates feature is a powerful tool for enhancing the efficiency, consistency, and effectiveness of your campaign management process. By leveraging this feature, admins can save valuable time, reduce errors, and ensure all campaigns are aligned with organizational standards and goals. Start using Campaign Templates today to simplify your workflow and achieve better campaign outcomes. As always, you're welcome to schedule a support call with our success team if you'd like assistance.