Go to Campaigns > Templates and click Create Campaign Template.
Pick one of the prebuilt templates, or choose Custom Template Setup to build your own from scratch.
A custom template takes you through these steps:
Type: Listing Promotion, Market Report or Office Promotion
Details: give it a Template Name (a Description is optional)
Objective
Budget & Duration: Total Budget, Duration (days) and Spend Category
Ad Platforms: Meta, Google Ads or both
Audience and Ads for each platform you picked (plus a Leadgen step on Meta if your objective is Leadgen)
Review & Confirm
Prebuilt templates are quicker. Name it in Template Details, pick your creative, then Review & Confirm. Turn on Show all options if you want to change anything else.
You don't need a payment method on file to build a template.
If your workspace already has legacy campaigns or templates, you'll also see Create Legacy Campaign Template in the dropdown next to the button. New workspaces won't see it.
For more on audiences, see our article on custom and retargeting audiences.
