Referrals and loyalty programs are not supported.
Purpose
Campaign templates help you manage campaigns by ensuring:- Rapid setup: Quickly setting up new campaigns with a similar configuration.
- Team enablement: Making it easier for your team members to create campaigns.
- Project migration: Copying them to other projects, such as moving a campaign configuration from a test environment to a production environment.
- Library creation: Creating a library of campaigns to be used in the future.
Permissions
Users need permissions granted by the account owner to perform actions related to campaign templates. Required permissions:- Campaign templates: Permission to create, read, or delete campaign templates.
- Campaigns: Permission to create campaigns, required to create a new campaign from an existing template.
- Validation rules: For adding or cloning validation rules.
- Customers (segments): For creating customer segments.
- Products: For creating a new product collection, product, or SKU.
- Locations: For creating a new location.
Campaign template object details
A template saves the following elements of campaign configuration. The following elements aren’t saved in the template and they must be edited in the campaign builder. The following elements are not supported by campaign templates:Dashboard operations
Campaign templates are managed through the dashboard.Creating a campaign template
In Voucherify dashboard, go to Campaigns hub > Campaigns or Promotion tiers:- Select an existing campaign or an individual promotion tier.
- In the upper right corner, click on the star-folder icon or Create template.
- Name the template and, optionally, add description.
Using campaign templates
In a campaign template, click the three-dot menu to:- Create campaign: Opens a builder to create a new campaign from the template. You can either leave the configuration as it is or change it.
- Copy: Copies the campaign template to a selected project. You can change its name and description.
- Edit: Edits the campaign template’s name and description within the current project.
- Delete: Deletes the campaign template.
When a campaign is created out of a template in a different project, the template itself is not copied to the campaign template list in the target project.
Template resource behavior
When you create a campaign from a template, its resources will be created, cloned, or used again.Create a new resource
New resources are created when they don’t exist or have been changed since the template was saved:- Does not exist: A validation rule is added because the template is used in a project which does not have it yet.
- Restored: An SKU was permanently deleted and it is restored from a template.
- Changed: A validation rule or static collection used in the template has been changed in the meantime, so it will be created again.
Clone resource
A resource is cloned for example when an existing validation rule used in the template is copied so it can be used separately in a new campaign. This prevents changes from being introduced to other campaigns that use the validation rule saved in the template.Reuse resource
Resources are reused when they already exist and haven’t been modified: For example, a product collection is reused in its current state because it already exists in the project and it has not been changed.Specific resource behavior
The following resources behave in specific ways depending on the case:- Dynamic segments: Only the configuration of the dynamic customer segments is copied between projects. To fill a segment, you can import customers from the other project.
- Discounting main product: When discounting a main product, all its SKUs will be recreated in the new project.
- Discounting SKU: When discounting an SKU, only the selected SKUs will be recreated, including the main product in the new project.
- Modified resources: If the product or SKU has been modified in the meantime, its current state is used. For example, if the price has been changed from $10 to $15, the product will be reused with the current price of $15 and not copied or recreated with the original $10 price.
- In-bin products: Any products/SKUs currently in the bin make it impossible to use the template since
source_idis a unique identifier that cannot be reused. - Backup function: Resources deleted after the template’s creation will still be correctly reproduced in any project. The template can serve as a backup for your resources.
Metadata schema and custom event schema
Definitions of metadata and custom events are never created by copying the template to a different project or if they have been deleted. However, products containing the metadata are completely recreated, meaning all products will have proper metadata. The template stores information about:- Metadata: Properties along with their required types.
- Custom events: Only the names without properties and types.
Schema statuses
Schemas, just like other resources, have their own statuses when a campaign is created from a template:| Status | Description | Action/Outcome |
|---|---|---|
| Schemas matched | The schema present in the template matches the schema in the project. | The campaign is created from the template. |
| Schemas differ | The schema type in the template differs from the one in the project. | The campaign template cannot be created. This outcome is available for metadata schema only. Contact your project administrator or the account owner to modify the metadata definitions in this project. |
| Schemas missing | The schema in the template does not correspond to any schema in the project. | You can create the campaign from the template, however, the campaign may not work correctly. Ask the project administrator or the account owner to configure the schema definitions. |
If the metadata types saved in the template differ from those defined in the project (for example string in one project, object in the other project), you cannot create a campaign from the template.
Related features
Experiment with other features to improve your campaign results.Developer setup: Templates API
Developer setup: Templates API
You can also use Templates API to manage campaign templates programmatically.Additionally, you can also use the following endpoints from the Management API (enterprise feature):