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.

  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.

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

See Also

How to build templates

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