You have a campaign with finely tuned configurations and want to replicate it with one click ? Turn it into a campaign template.
The Skeepers Feedback Management platform allows you to use some of your most efficient campaigns, which you have previously selected, as templates.
Presentation
Campaign templates allow you to easily replicate the content of a survey, its configurations, scenarios, post-feedback actions, and translations. They also include the segments and deployments associated with the campaign defined as a template.
Default campaign templates are provided by Skeepers, meeting the common requirements of our clients. Additionally, you have the option to create your own campaign templates based on existing campaigns.
The advantage of using a campaign template over duplicating a campaign is that a new campaign based on a template will have all the configurations of the original template campaign.
When you create a campaign template on a parent account, it is automatically accessible to all its child accounts.
Requirements
- Have a high-performing campaign that is easily adaptable and that you wish to reuse for other occasions or in different contexts.
Setup
Start by accessing your campaign through the "Campaigns" tab in the left-hand side menu.
Once in your survey, access the campaign settings by clicking on the gear icon and then on the "Settings" button.
Go to the "Template" section of the campaign settings to start configuring the descriptive information that will be available when choosing a template during the creation of a new campaign.
All that is left is to fill in the various fields.
Once the various fields are filled in, all you have to do is click on the "Save as template" button located at the bottom right of the page.
This section remains accessible at any time to make modifications or remove this campaign from your list of templates.
Adjustments made to a campaign defined as a template will be immediately reflected in the template used for new campaigns, but will have no impact on already existing campaigns.
Your template is ready, all you have to do is use it by creating a campaign based on a template.
If you have any questions, feel free to contact our Customer Care team.