Reuse with templates

Most activities you build are a variation on one you’ve run before. This page helps you flag that activity as a template, so you can start the next one from it in any campaign.

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Save an activity as a template

A template is a flag on an activity you already have, not a separate copy. The activity stays exactly as it was, with the same dates, status and audience. It’s only added to the list you pick from when you create a new activity of that type. Nine activity types can be templates. They’re Offer, Bonus, Challenge, Game, Email, Banner, Feed, Prompt and Push. The activity has to be saved first, and it has to sit in a campaign. You can then flag it from either of two places. The flag is set straight away, with no dialog. It doesn’t save anything else. If you’ve changed something in the form, you still need to select Save. Save as template, under the arrow beside Save You’ll know it worked when the activity’s row shows a Template badge. Both places then offer Remove from templates instead. It’s worded the same, but it saves a reusable segment definition, not an activity. You reuse those on the canvas, as Build the audience explains. They never appear in the Activity selector below.

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Find the templates you already have

When you add an activity from a template, the Activity selector lists the templates of that type. See Pick the template. To see the templates of every type at once, filter the campaign list with Activity templates. Filter the list shows you how.

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Open Add activity in the campaign

Go to Campaigns → List and open the campaign that will hold the new activity. Select Add activity, or Add activities if the campaign is still empty. The Select an activity page opens.

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Choose From template

Point at the tile for the type you want. Its buttons only show while your pointer is on it. Under Create activity, select From template. The Activity selector opens.

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Pick the template

The list shows every template of that type, so a new Push only offers Push templates. They come from any campaign. The Campaign name column tells you which one. To narrow the list, type a template’s name or its campaign’s name into Search activity. You can start from one template only. Pick its row, then select Select. The Activity selector, with one template picked so Select is available You can start from a template on the orchestration canvas too. Add the activity’s block and double-click it. Then select From Template to open the same Activity selector. Only an empty block offers it. Bonus has no canvas block, so you can only use a Bonus template from Add activity.

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Check the form and save

The activity’s form opens, filled in from the template. It’s a copy of the template as it is at that moment. If you edit the template later, activities you’ve already made from it don’t change. Nothing is created until you save. First, check what came across. Each type treats the audience in its own way, and clears a few of its own settings. Triggered means the flow on the canvas decides who gets the activity. Then select Save to keep the activity as a draft, or select Publish. You’ll know it worked when the new activity shows in the campaign’s list as a Draft, with no Template badge of its own.

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Remove a template

Select Remove from templates, in the row’s ⋯ menu or in the form footer. The activity stays exactly as it is, and so do activities you’ve already built from it. It only stops appearing in the Activity selector. You’ll know it worked when the Template badge is gone from the activity’s row.

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Troubleshooting

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Related

• Create a campaign — the campaign an activity has to sit in, and the Select an activity page
• Find and manage campaigns — the campaign list and its filters, including Activity templates
• Orchestration canvas — building flows, and reusing segment definitions
• Edit or reuse an offer — the same mechanism, seen from the offer form