Create a Template

Got a campaign tool that you love? You can save it as a template to use in future campaigns. When you create a new template, it won't be tied to a particular campaign, like a cloned tool, but it can be used to create new campaign tools that will have the same Look and Feel and content configurations as the template.

Here’s how:

Step 1: From your Organization homepage, select the campaign tool that you want to act as a template: 

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Step 2: You’ll be taken to your tool Preview page, where you can select Create template along the right-hand side of the page:

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Step 3: You’ll be taken to the Basic Configuration page that you’re probably already familiar with. You’ll see that your new template has been automatically named as “Clone of…” Rename your template accordingly, and click Save at the bottom of the page:

 

You want the associated campaign set to 'None' so that you can access this template across all your organization's campaigns. 

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Step 4: You’ll be taken back to the Preview page, where you’ll see your new tool template. Don't immediately start adding campaign content. Remember that this is a template, not a tool! If you return to your Campaign page, you’ll see your new template available under the Create a new tool list on the right-hand side of the page:

Step 5: To use a template to create a new campaign tool, select your template under the Create a new tool list. You'll be taken back to our good ol' Basic Configuration page, where you can now follow the steps to create a new campaign tool:

You'll see that your new tool is attached to a specific campaign. That's how you know it's a tool and not a template. As you create your new tool, you can change the styling and content without modifying your original template.

Step 6: In the future, you can modify the styling and content of your tool templates under your organization's Templates tab. Scroll down to the bottom of the page, where you'll see all of New/Mode's default templates, as well as any custom template you've created. Here you can select and edit the basic configuration, contentsend configuration, and look/feel of your templates:

 

This is also where you can delete templates.