Campaign and marketing managers turn a proven tactic into a reusable template so recurring program and campaign work starts from the same tested setup.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To create a tactic template: |
Marketing Planning and Operations Leader permission set group OR Marketing Planning and Operations Specialist permission set group |
Before you create a template, make sure that the tactic is active and has at least one linked content item.
The template captures the tactic's setup and linked content as a fixed snapshot. Later edits to the original tactic don't change it. It also carries the tactic's compliance controls as definitions, but not related records such as tasks.
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From the navigation menu of the Marketing Planning & Operations app,
click Marketing Tactics.
The ability to create a template from a tactic is only available within the Marketing Planning & Operations app.
- Open the tactic that you want to reuse.
- On the highlights panel, click Create Tactic Template.
- Click Create.
This action creates and activates the template.