Edit campaign templates

From the campaign templates page, click the template name to edit, then update and save.

Tatum Savage avatar
Written by Tatum Savage
Updated over a week ago

Each campaign template may have various reports and dashboards within that need updating over time. Editing a campaign template will change the content used for campaigns created in the future, and will not change existing campaigns created using the template.

How to edit a campaign template

While on the Home page, click Templates in the left side bar.

This will open the Templates page, which will open to the Campaign templates tab by default.
From here, click the name of an existing campaign template to open the editor.

When in edit mode, there will always be a bar at the top of the screen indicating which campaign template you are editing.

Once in edit mode, you can make changes to your dashboards and reports the same way you would outside of the template editor.

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