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Create or edit a campaign template in the CRM marketing work area

This topic applies to the Marketing work area within Microsoft Dynamics CRM. The CRM Marketing work area provides a way for your sales force to run sales-driven marketing activities. If you use Microsoft Dynamics Marketing along with CRM, you might be looking for a similar topic for that product. Microsoft Dynamics Marketing provides a full-scale, integrated set of functionality, automation, and analytical insights for multistage and multichannel campaigns. More information: Microsoft Dynamics Marketing Help Center

Save time when creating multiple campaigns by creating a campaign template. Campaign templates contain prefilled data that you specify, so you don't have to reenter the same information for each campaign. You can either create a new campaign template or copy an existing campaign to use as a template.

Create a campaign template

  1. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Marketing.

    2. Click or tap Marketing > Campaigns.

    If using CRM for Outlook

    1. In the Navigation Pane, expand Marketing, and then click or tap Campaigns.

  2. Click or tap New Template.

    - OR -

    Open the campaign you want to edit.

  3. Add information in the template form just as you do when creating a campaign. In the template form, enter the information you want to appear in campaigns based on this template, and add items such as planning tasks, campaign activities, and marketing lists.

  4. Click or tap Save or Save and Close.

Copy an existing campaign as a template

  • Open the campaign that you want to copy. Click or tap Copy as Template, type a name for the template, and click or tap Save.

If you need to back up your templates, or use them in a different implementation of Microsoft Dynamics CRM, you can export them as part of exporting customizations. More information: Export your customizations as a solution

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