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Manage advertising campaign templates

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Summary

Learn how to update and manage advertising campaign templates in Box+Dice.

This article covers:


Overview

Advertising Campaign Templates help you maintain consistent marketing offerings across your business. As advertising products, suppliers, pricing, and campaign inclusions change, templates can be updated to reflect your current offerings.

If a template is no longer required, you can archive it to prevent it from being used while keeping the information available for future reference.


Edit an advertising campaign template

To edit an advertising campaign template:

  • Go to: Settings > Accounting > Templates
  • Select the required template from the template list
  • Update the template details as required
  • Click Save

Archive an advertising campaign template

To archive an advertising campaign template:

  • Go to: Settings > Accounting > Templates
  • Select the required template from the template list
  • Click Archive
Note: Archived templates are not permanently removed. You can restore a template at any time by clicking Archive again to unarchive it.