📍 You’ll find your campaign templates under:
Campaigns → Templates
Why use Campaign Templates?
✔️ Efficiency – Skip re-entering campaign details each time
✔️ Consistency – Ensure campaigns look and run the same across your team
✔️ Flexibility – Attach templates to automations or one-off campaigns
Step 1 – Go to Campaign Templates
Navigate to Campaigns → Templates
Click Create Template
Step 2 – Choose Your Template Type
Create templates for the types of campaigns you run most often, such as:
Just Listed – Standard
Just Listed – Premium
Sold
Reviews
Price Reductions
Upcoming Auction
Open for Inspections (OFIs)
👉 Templates can also be assigned by agent, if they need unique settings.
Step 3 – Set Campaign Rules
Each template saves the key campaign details so you don’t need to re-enter them:
Audience
Location
Budget
Duration
Default Creative (which can be overridden later)
How Campaign Templates Are Used
1. Automations
When creating an automation that includes “create post and campaign”:
You’ll be asked to select a campaign template.
This ensures the automation automatically uses the creative linked to that template.
2. Quick Campaigns (Megaphone Button 📢)
When launching a campaign manually:
Select an existing campaign template.
The saved rules (audience, budget, duration, etc.) apply.
You can swap in a different creative — the new creative will override the one in the template.
Quick Tip 💡
Whenever you see the campaign template symbol (📢) across the platform, you can quickly apply an existing template instead of starting from scratch.