Salesforce Docs Portal

Download and Upload Web Campaign Templates

You can download web campaign templates to create a backup of a template or copy it across websites.

Required Editions

Permissions Needed
To download and upload templates: A role with Templates > Create/Edit permissions
  1. Navigate to your website that has the template you want to download.
  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 template you want to download.
  7. Click the pencil icon for the template.
  8. To download the template as a .zip file, click the Download Template icon at the top.
  9. Click Close.
  10. Navigate to your website where you want to upload the template.
  11. Click the Extensions icon in your browser’s toolbar and select Salesforce Interactions SDK Launcher.
  12. Enter your login credentials.
  13. Turn on the Visual Editor option.
  14. Select Templates > View List from the Visual Editor hexagon tiles.
  15. On the Templates tab, click the Upload Template icon.
  16. Locate and select the downloaded template .zip file.
  17. The template uploads and you receive a confirmation message that the upload was successful.