Campaign Factory
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.
To create an instance template, 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 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.
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.
Tags: Add tags to the instance template.
Instance tags are similar to Account tags. They help Campaign Factory customers to search instances that meet certain criteria.
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:
Actions: The action icons to manage the instance template.
The following are the available action icons:
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:
• 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.
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:
A Sync Resource pop-up window displays all instances where the changes apply.
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:
In the Actions column, click the Copy Resource icon.
Alternatively, Click Selected.
Campaign Factory displays the Copy Resource pop-up window of the resource.
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.
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 icon in the top-right corner to open the Notifications page and view the details of the copy resource process.
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.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
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.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Campaign Factory