Using templates in campaigns

You can assign a template to a campaign so that users can quickly build orders based on a campaign.

  1. To select a campaign, click the Template field and select from the drop-down list, or click the selector button next to the field.

    Template_to_Campaign.png
  2. When users assign a campaign to an order, the line items from the template automatically fill in the line items for the new order.

    Campaign_selection_at_Order.png
  3. The transaction is now linked and tracked against the campaign.

See Also

How to build templates

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