---
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title: Reuse Marketing Tactics with Templates in Marketing Planning and Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_pln_oper_tactics_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_tactics_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4d050b64d0c29c0bc7e7cd68f90f8da7a07d20041fb0cff3c62f61a3282ffde1
description: A marketing tactic template is a reusable snapshot of a proven tactic. Teams publish a tactic as a template and build new tactics from it, so recurring work stays fast and consistent.
products:
  - Marketing
release: "264"
---
# Reuse Marketing Tactics with Templates in Marketing Planning and Operations

A marketing tactic template is a reusable snapshot of a proven tactic. Teams publish a tactic as a template and build new tactics from it, so recurring work stays fast and consistent.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_editions.htm&amp;release=264.0.0&amp;type=5" title="Marketing Planning and Operations requires specific Salesforce editions and licenses. Learn about the editions, licenses, and add-ons that provide access, including the add-on for planning agents.">View supported editions</a></td></tr></tbody></table>

## Reuse a Proven Tactic

When a tactic works well, a team can publish it as a template and build later tactics from that pattern instead of starting over. Templates help in a few common cases:

- Repeat proven, recurring, or seasonal work, so each round starts from the same tested setup instead of building it again.
- Keep work consistent across teams and regions. Carry a set of content forward together, such as a paid social post and its matching display ad.

A template captures the tactic as it is at that moment, including its linked content. Later edits to the original tactic don't change the template, so a template stays a stable starting point rather than a live copy.

## Carry Content Forward

A template keeps the same links to Salesforce CMS content that the original tactic had. A team that builds a new tactic from the template starts with that content already in place. The team reuses proven assets instead of relinking them each time.

## Carry Compliance Controls Forward

A template also keeps the compliance controls that the original tactic had, along with each control's reviewer and instructions. A team that builds a new tactic from the template starts with the same controls already in place.

The template holds these controls as definitions only. It doesn't send them for review when you create the template. When a team builds a new tactic from it, that tactic goes through review on its own.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_note.png)

Note Compliance controls carry over only when the person creating the template has the right permission set group. That group is either Marketing Planning and Operations Leader or Marketing Planning and Operations Specialist. Otherwise, the template doesn't include them.

![A Template for a Product Launch Tactic](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_example.png)

A Template for a Product Launch Tactic

The LinkedIn Paid Social Ads tactic drove registrations for the Q3 Product Launch EMEA program. Because the same type of work repeats for each regional launch, the team publishes it as a template.

For the next launch, a campaign manager builds a tactic from that template. The new tactic starts with the same structure and linked creative, ready to adjust for the new region.