All users (except Lite roles) can create and edit campaign templates. Templates can be created for different channels:
Email
Push
WhatsApp
Postal mail
The area for creating and editing Campaign Templates is located in the Campaigns module as a tab in the top menu bar.
With the introduction of campaign templates in JUNE, you can save your created campaigns as reusable templates and use them for future promotions. This is ideal for standardizing recurring marketing campaigns and saving time during creation.
💡 Purpose and Benefits
Campaign templates allow you to define the basic structure, target group selection, tracking settings, and initial content of a campaign as a recurring basis and then reuse this configuration as often as you like.
Efficiency: Speed up the campaign creation process, especially for recurring newsletters or product drops.
Standardization: Ensure that important settings such as tracking parameters and sender information are used consistently.
Basis for Campaign Lite users: Templates are the necessary, controlled basis for the creation and sending of campaigns by users with the Campaign Lite role.
Channels: Templates can be created for different channels (email, push notifications, WhatsApp, and postal mail).
Template Creation and Editing
The creation and editing of campaign templates is possible for all user roles except Campaign_Lite.
Use by Campaign Lite Users
Templates are essential for users with the Campaign_Lite role. These users can only create and send campaigns based on existing, approved templates. This ensures that the sending process is standardized and error-free.
Manage and Create Templates
The entire area for managing and creating campaign templates is located directly in the Campaigns module.
1. Navigate to the campaign templates overview
Navigate to Campaigns in the left sidebar.
In the top menu bar, you will now find the Templates tab next to the tabs for Email Campaigns and Recurring Campaigns.
2. Edit Existing Templates
The overview lists all campaign templates that have already been created.
To edit an existing template, simply click on it in the list (only possible for authorized roles).
Here you can customize all configurations (setup, content, etc.).
3. Create a New Template
You can create a new template using the Create button in the Campaign Templates tab:
Click Create in the top right corner of the template overview.
The familiar campaign modal will open.
Select the campaign type (channel) for which you want to create the template (e.g., email, push notification, WhatsApp, or postal mail).
Enter a name for the template.
Click Create to launch the template editor.
4. Configure and Save the Template
In the template editor, follow the familiar steps of the campaign wizard (setup and content):
In the Setup tab, define the default settings such as the campaign name and the recipient list to be used by default.
Select your design (e.g., email template/HTML content/WhatsApp message template) to be used in this template and, in the case of an email campaign, configure the subject line and sender and recipient information.
The draft is saved by clicking the Save button in the upper right corner of the screen.