Campaign Factory provides instance templates to standardize resources across multiple accounts and instances. An instance template acts as a parent blueprint for creating child instances. These child instances inherit resources such as campaigns, segments, and emails from the parent instance template.
A child instance must be linked to an instance template to lock inherited resources and synchronize updates from the parent. For more information, visit Instances. After linking the child instance, Campaign Factory locks all resources in the child instance and displays a lock icon. Locked resources can be cloned to create editable copies.
Child instances display only those resource modifications that are performed on the specific instance. Creation activity and modifications to the template remain at the parent instance template level. Additionally, after syncing the parent instance template resources with the child instance, Campaign Factory resets statistics for emails, landing pages, form submissions, and assets.
Note
This option is available only for Campaign Factory customers.
Templates are not counted towards your instance limit.
Important
To create and manage instance templates, you can use the API capabilities of Campaign Factory. For more information, visit Campaign Factory API Credentials.
Click the Gear icon on the top right of the screen, and then click Templates.
Campaign Factory displays the Instance Templates list page.
Click Create.
In the Create a new Template dialog box, enter the following information:
Name: Enter a title for the instance template.
This title is displayed on the Instance Templates list and Instance Template Overview pages.
Account: Select the Campaign Factory account that you want to attach to the instance template.
Location: Select the location where you want to create the instance template.
Campaign Studio provides data centers in the US, EU, and APJ. Create an instance template in any location from the same Campaign Factory login. Instance templates can reside in one or more data centers. The option is not displayed to all subscribers. If the option is not displayed, create a Support ticket.
IP Pool: Select the IP pool for the instance template that you want to use for sending emails.
Ensure that you assign exactly one IP pool to each instance template.
No dedicated IP: If only one option is displayed, select that option because it is the default IP pool assigned to the organization and shared with other Campaign Studio customers.
Dedicated IP: If Acquia has attached dedicated IP pools for configuration during account provisioning, select one or more IP pools for the account that you want to use for sending emails.
Tags: Add tags to the instance template.
Important
If you create a child instance from an instance template that contains forms, you must rebuild the cache for all forms in the child instance after creating the custom domain for the new child instance.
Instance Templates list page
The Instance Template list page provides information about each of the instance templates in your Campaign Factory account.
Click the Gear icon on the top right of the screen, and then click Templates.
Campaign Factory displays the Instance Templates list page with the following columns:
Name: The name of the instance template.
Tags: The tags assigned to the instance template.
Actions: The action icons to manage the instance template.
The following are the available action icons:
Edit icon to edit the instance template details.
Delete icon to delete the instance template.
Managing instance templates
The Instance Template Overview page contains details about the Campaign Studio resources that are in the instance template. From this page, you can manage resources and copy them from the instance template to destination instances.
The following are the Campaign Studio resource types that you can manage and copy from the instance template to destination instances:
Assets
Builder Presets
Campaigns
Categories
Custom Fields
Dynamic Web Contents
Emails
Forms
Messages
Notifications
Landing Pages
Point Actions
Projects
Point Triggers
Saved Rows
Segments
Stages
Text Messages
Reports
• Roles
To manage resources for instance templates, do the following:
Click the Gear icon on the top right of the screen, and then click Templates.
Campaign Factory displays the Instance Templates list page.
In the Name column, click the name of the instance template that you want to manage.
Campaign Factory displays the Instance Templates Overview page.
(Optional) Click the Edit Template button to edit the instance.
Campaign Factory redirects you to the Campaign Studio instance.
(Optional) Click the Edit icon to edit the details of the instance template.
On the menu on the left, click the resource type for which you want to view and manage resources.
Campaign Factory displays the resources for the selected resource type in the following columns:
Title: The title of the resource.
Created at: The date and time when the resource was created.
Updated at: The date and time when the resource was last updated.
Sync all or Sync individually: If you edit the instance template, you can synchronize the resources with the child instances.
You can synchronize resources individually or apply all changes.
Using the Copy Resource option
To copy resources from the instance template to one or more destination instances, do the following:
On the Instance Templates Overview page, locate the resource that you want to copy.
Alternatively:
To copy multiple resources, select the checkbox associated with the resource.
To bulk select all resources, select the checkbox next to Title.
In the Actions column, click the Copy Resource icon.
Alternatively, Click Selected.
Campaign Factory displays the Copy Resource pop-up window of the resource.
To send the copied resource, select one or more from the following options:
Accounts: The Campaign Factory account to which the current logged-in user has access.
Resources are copied to all the destination instances associated with the selected accounts.
Tags: The tags associated with the destination instances to which the current logged-in user has access.
Resources are copied to all the destination instances associated with the selected tag.
Destination instance: The destination instance to which you want to send the copied resource.
Resources are copied to all the instances that are explicitly selected.
Click Save.
Warning
This action will replace the resource on the destination instance. This action cannot be undone.
The system initiates the copy process and displays a status message in the user interface. The status message includes the processing status and confirmation of items successfully copied or failed.
If any copy operation fails, you can click the Bell iconin the top-right corner to open the Notifications page and view the details of the copy resource process.
Instance templates
Campaign Factory provides instance templates to standardize resources across multiple accounts and instances. An instance template acts as a parent blueprint for creating child instances. These child instances inherit resources such as campaigns, segments, and emails from the parent instance template.
A child instance must be linked to an instance template to lock inherited resources and synchronize updates from the parent. For more information, visit Instances. After linking the child instance, Campaign Factory locks all resources in the child instance and displays a lock icon. Locked resources can be cloned to create editable copies.
Child instances display only those resource modifications that are performed on the specific instance. Creation activity and modifications to the template remain at the parent instance template level. Additionally, after syncing the parent instance template resources with the child instance, Campaign Factory resets statistics for emails, landing pages, form submissions, and assets.
Note
This option is available only for Campaign Factory customers.
Templates are not counted towards your instance limit.
Important
To create and manage instance templates, you can use the API capabilities of Campaign Factory. For more information, visit Campaign Factory API Credentials.
Click the Gear icon on the top right of the screen, and then click Templates.
Campaign Factory displays the Instance Templates list page.
Click Create.
In the Create a new Template dialog box, enter the following information:
Name: Enter a title for the instance template.
This title is displayed on the Instance Templates list and Instance Template Overview pages.
Account: Select the Campaign Factory account that you want to attach to the instance template.
Location: Select the location where you want to create the instance template.
Campaign Studio provides data centers in the US, EU, and APJ. Create an instance template in any location from the same Campaign Factory login. Instance templates can reside in one or more data centers. The option is not displayed to all subscribers. If the option is not displayed, create a Support ticket.
IP Pool: Select the IP pool for the instance template that you want to use for sending emails.
Ensure that you assign exactly one IP pool to each instance template.
No dedicated IP: If only one option is displayed, select that option because it is the default IP pool assigned to the organization and shared with other Campaign Studio customers.
Dedicated IP: If Acquia has attached dedicated IP pools for configuration during account provisioning, select one or more IP pools for the account that you want to use for sending emails.
Tags: Add tags to the instance template.
Important
If you create a child instance from an instance template that contains forms, you must rebuild the cache for all forms in the child instance after creating the custom domain for the new child instance.
Instance Templates list page
The Instance Template list page provides information about each of the instance templates in your Campaign Factory account.
Click the Gear icon on the top right of the screen, and then click Templates.
Campaign Factory displays the Instance Templates list page with the following columns:
Name: The name of the instance template.
Tags: The tags assigned to the instance template.
Actions: The action icons to manage the instance template.
The following are the available action icons:
Edit icon to edit the instance template details.
Delete icon to delete the instance template.
Managing instance templates
The Instance Template Overview page contains details about the Campaign Studio resources that are in the instance template. From this page, you can manage resources and copy them from the instance template to destination instances.
The following are the Campaign Studio resource types that you can manage and copy from the instance template to destination instances:
Assets
Builder Presets
Campaigns
Categories
Custom Fields
Dynamic Web Contents
Emails
Forms
Messages
Notifications
Landing Pages
Point Actions
Projects
Point Triggers
Saved Rows
Segments
Stages
Text Messages
Reports
• Roles
To manage resources for instance templates, do the following:
Click the Gear icon on the top right of the screen, and then click Templates.
Campaign Factory displays the Instance Templates list page.
In the Name column, click the name of the instance template that you want to manage.
Campaign Factory displays the Instance Templates Overview page.
(Optional) Click the Edit Template button to edit the instance.
Campaign Factory redirects you to the Campaign Studio instance.
(Optional) Click the Edit icon to edit the details of the instance template.
On the menu on the left, click the resource type for which you want to view and manage resources.
Campaign Factory displays the resources for the selected resource type in the following columns:
Title: The title of the resource.
Created at: The date and time when the resource was created.
Updated at: The date and time when the resource was last updated.
Sync all or Sync individually: If you edit the instance template, you can synchronize the resources with the child instances.
You can synchronize resources individually or apply all changes.
Using the Copy Resource option
To copy resources from the instance template to one or more destination instances, do the following:
On the Instance Templates Overview page, locate the resource that you want to copy.
Alternatively:
To copy multiple resources, select the checkbox associated with the resource.
To bulk select all resources, select the checkbox next to Title.
In the Actions column, click the Copy Resource icon.
Alternatively, Click Selected.
Campaign Factory displays the Copy Resource pop-up window of the resource.
To send the copied resource, select one or more from the following options:
Accounts: The Campaign Factory account to which the current logged-in user has access.
Resources are copied to all the destination instances associated with the selected accounts.
Tags: The tags associated with the destination instances to which the current logged-in user has access.
Resources are copied to all the destination instances associated with the selected tag.
Destination instance: The destination instance to which you want to send the copied resource.
Resources are copied to all the instances that are explicitly selected.
Click Save.
Warning
This action will replace the resource on the destination instance. This action cannot be undone.
The system initiates the copy process and displays a status message in the user interface. The status message includes the processing status and confirmation of items successfully copied or failed.
If any copy operation fails, you can click the Bell iconin the top-right corner to open the Notifications page and view the details of the copy resource process.
Instance tags are similar to Account tags. They help Campaign Factory customers to search instances that meet certain criteria.
Click Save.
Campaign Factory creates the Campaign Studio instance template, opens a new browser tab for the instance template, and displays a notification with a Take Me There button. In addition, Campaign Factory adds the instance template the list on the Instance Templates list page.
To access the instance template and start creating resources, do one of the following:
Click the new browser tab or Take Me There.
Click the title of the instance template in the list, and then click Edit Template on the Template Overview page.
A Sync Resource pop-up window displays all instances where the changes apply.
Important
The Sync all options is displayed only if the instance template has child instances.
When synchronizing a campaign, the system also synchronizes dependent resources such as emails, forms, and segments.
Synchronization removes deleted resources. If a deleted resource is nested in an active resource, the active resource might become non-functional.
Actions: The action icons to manage the instance template.
Copy Resource icon to copy the resource to a destination instance or instances.
Redirect icon to open a new browser tab for the instance template.
Did not find what you were looking for?
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Instance tags are similar to Account tags. They help Campaign Factory customers to search instances that meet certain criteria.
Click Save.
Campaign Factory creates the Campaign Studio instance template, opens a new browser tab for the instance template, and displays a notification with a Take Me There button. In addition, Campaign Factory adds the instance template the list on the Instance Templates list page.
To access the instance template and start creating resources, do one of the following:
Click the new browser tab or Take Me There.
Click the title of the instance template in the list, and then click Edit Template on the Template Overview page.
A Sync Resource pop-up window displays all instances where the changes apply.
Important
The Sync all options is displayed only if the instance template has child instances.
When synchronizing a campaign, the system also synchronizes dependent resources such as emails, forms, and segments.
Synchronization removes deleted resources. If a deleted resource is nested in an active resource, the active resource might become non-functional.
Actions: The action icons to manage the instance template.
Copy Resource icon to copy the resource to a destination instance or instances.
Redirect icon to open a new browser tab for the instance template.
Campaign Factory