I'm trying to figure out how to use Campaign Templates, or at least
some copyable framework for a campaign that I can copy over and over
again each time I have a tradeshow, promotion, or whatever else.
Campaigns are set up to do this or at least it looks that way but they
don't accomplish my task. Maybe I'm using it incorrectly but it seems
pretty straight forward.
Here's what I've done.
1. Create a New Campaign Template from the Campaign screen.
2. Fill in the form information desired and click save.
3. Now I set up the activities that I want as part of my template so
that I don't have to recreate them every time I do a campaign.
4. I save the campaign template and I go and look at my activities and
low and behold the planning and campaign activities that I created in
the template are in my Open Activities view even though a real campaign
has not been created nor started.
5. So, my next thought was fine, skip the template and just copy
existing campaigns that have been completed.
6. I tried completing the planning tasks and copying the template and
that is not allowed. I have to delete the completed activities in order
to copy the template as a template or real campaign.
So, to me it seems like all the Campaign Template is good for is the
form information and not intended to be used to copy activites as well.
Yes it does copy activities over but not the way I would think it would
(make a real activity from a place holder that is not a real activity).
I don't see why real activities are created from template campaigns.
Campaigns can be used very effectively on a one off basis but if you
want to copy over to a new campaign this don't seem to occur logically.
Maybe my logic is skewed, I don't know.
If any one can explain this to me and help me figure out a way to use
campaign templates like any other template with out of the box
functionality I would greatly appreciate it. If it can't be done it
can't be done and that's ok, I just need to know my options.
Thanks,
Fronk