Create or edit a campaign template

You can create a campaign template A framework for a marketing program that uses many communication vehicles to accomplish a specific result. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers. by copying an existing campaign A marketing program that uses many communication vehicles to accomplish a specific result. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers. or by creating a completely new campaign template.

1. In the Navigation Pane, click Marketing, and then click Campaigns.
2. To create a completely new template, in the Records group, click New Template.

   - OR -

   To copy an existing campaign as a template, click the name of the campaign that you want to copy. In the Actions group, click Copy as Template.

3. In the campaign template form, enter information as you would for a campaign, and add items such as planning tasks, campaign activities, and marketing lists.
4. Click Save or Save and Close.

Note

If you need to back up your templates, or export them for use in a different implementation of Microsoft Dynamics CRM, you can export them as part of exporting customizations. More information: Export a solution