How can we help? How can we help?

Add advertising campaign templates

MRI Box and Dice MRI Box and Dice

Summary

Learn how advertising campaign templates help you create consistent marketing proposals in Box+Dice.

This article covers:


About advertising campaign templates

Advertising Campaign Templates provide a shortcut when preparing campaign proposals for prospective sellers.

Your business may create a range of reusable campaign templates, such as:

  • Auction Campaign
  • Gold Campaign
  • Silver Campaign
  • Off Market Campaign

Templates help standardise your marketing offerings by defining common campaign items, suppliers, and pricing structures.

When preparing a presentation for a prospective seller, you can build campaign schedules using a template and then customise the final proposal by adding, removing, or discounting items as required.

Advertising Campaign Templates can also help streamline accounting processes, as the campaign schedule can be used as the basis for invoicing.


Create an advertising campaign template

To create an advertising campaign template:

  • Go to: Settings > Accounting > Templates
  • Click + Add New in the top-right corner
  • Enter a template name and an optional description
  • Select whether the template will be available to all offices or a specific office
  • Click + Add a new group and select a product type
  • Click + Add a new line to add campaign items to the selected product group
  • Repeat this process for all required product types
  • Click Save
Tip: The template description is an internal note and is not displayed elsewhere. Leave the office selection blank if the template should be available across all offices.

What's next?

Learn how to manage advertising campaign templates in Box+Dice by updating template details or archiving templates that are no longer needed.