Create a Web Campaign from a Template

You can create a web campaign from a published web campaign template.

Required Editions

Permissions Needed
To create campaigns: A role with Campaigns > Create/Edit permissions
  1. Navigate to your website where you want to create the campaign.
  2. Click the Extensions icon in your browser’s toolbar and select Salesforce Interactions SDK Launcher.
  3. Enter your login credentials.
  4. Turn on the Visual Editor option.
  5. Select Templates > View List from the Visual Editor hexagon tiles.
  6. On the Templates tab, search for and locate the custom template you want to use for your campaign.
  7. Click +Campaign from Template. A new campaign opens with the template added to Experience 1.
  8. Finish creating your campaign, then test and publish it.