Campaign templates — save and reuse

Save the current Express, Pro, or Bulk Launch campaign as a template for reuse. Templates capture objective, budget structure, audience config, creative slots (placeholders), copy variations, and UTM conventions. Endpoints verified: POST /api/v1/campaign-templates (create), GET (list), GET /:id (one), PUT /:id (update).

Who is this for

Agencies running repeatable patterns across clients. Teams executing weekly/monthly wave launches. Anyone tired of recreating the same campaign structure from scratch.

What templates capture

A campaign template stores:

• Objective + optimization goal

• Budget structure: CBO or ABO + bid strategy (not the amount — that's per-launch)

• Audience template: countries, age, gender, interests (modifiable per launch)

• Custom audience refs: lookalike + retargeting selections (modifiable)

• Creative slots: placeholders for image / video / copy (modifiable)

• Copy variations: text templates with variables (e.g. {client_name}, {product_name})

• UTM conventions: per-team UTM template

• DSA fields structure (if EU): beneficiary / payor placeholders

• Special ad categories if applicable

What's NOT captured:

• Specific budget amount (per-launch)

• Specific creative files (placeholders to fill per-launch)

• Specific dates (for lifetime budgets)

• Specific campaign name (you name per-launch)

How to create a template

From an existing campaign

1. Open Campaign Creator (Express or Pro) with your model campaign

2. Top right: More actions → Save as template

3. Modal:

   • Template name (e.g. "Agency Q4 E-commerce Sales")

   • Description (optional)

   • Sharing scope: This workspace OR This Organization (cross-workspace)

4. Click Save

Backend: POST /api/v1/campaign-templates with the canonical campaign structure.

From scratch

1. Visit /settings/team/templates (or /campaign-templates depending on UI version)

2. Click New template

3. Build the template structure (same UI as Campaign Creator) without launching

4. Save

Listing + managing templates

View all

• /settings/team/templates (admin view) — all workspace templates

• Campaign Creator → New from template (during launch) → dropdown

Edit existing

• Open template → edit fields → save

• PUT /api/v1/campaign-templates/:id (verified endpoint)

• Changes apply to future uses; doesn't affect already-launched campaigns

Delete

• Action menu → Delete template → confirm

• Doesn't affect already-launched campaigns

Duplicate

• Action menu → Duplicate → rename copy → save

Using a template

In Express mode

1. Campaign Creator → New from template → pick template

2. Express wizard pre-fills steps with template defaults

3. Customize per-launch: campaign name, budget amount, creative files, audience tweaks

4. Publish

In Pro mode

1. Same New from template flow

2. Pro layout pre-populated with template structure (campaign + adsets + ads scaffolded)

3. Fine-tune per-adset

4. Publish

In Bulk Launch

1. /launch → toolbar → Import from template

2. Pick template

3. Wevion creates N rows (1 per ad account selected) with template defaults filled

4. Customize per-row (per-account budget, audience variant)

5. Validate + publish wave

This is the most powerful use — agency wave launches in minutes.

Template variables

Some fields can use variables:

Example UTM template:

utm_campaign = {client_name}-{campaign_name}-{quarter}-{year}

At launch time: clientA-summerSale-Q3-2026.

Sharing scope

Common patterns

Pattern A: Agency client template library

• Template per vertical (e.g. "E-commerce Sales Template", "B2B Lead-Gen Template")

• Use across all clients in same vertical

• Per-launch: customize for specific client

Pattern B: Recurring monthly wave

• Template: "Monthly evergreen wave"

• Use in Bulk Launch first Monday each month

• Same audience, same creative refresh approach

• Per-launch: update creative + budget

Pattern C: Promotional event template

• Template: "Holiday promo 2026" with lifetime budget structure + DSA fields + special ad category handling

• Use for Black Friday, Christmas, New Year promos

• Per-event: customize discount + dates

Pattern D: A/B test framework

• Template: "Standard A/B test" with 3 adsets pre-scaffolded

• Use whenever testing audiences or creatives

• Per-test: fill in the variants

RBAC on templates

Workspace-shared templates: admin+ can edit; mediabuyer can use but not edit shared templates.

Endpoints

Verified vs route files:

What you'll see

In /settings/team/templates:

• List of all accessible templates

• Per-template: name, creator, last edited, usage count

• Actions: Use, Edit, Duplicate, Delete

In Campaign Creator on "New from template":

• Searchable template picker

• Preview of template structure on right

• "Use this template" button

Best practices

Name templates clearly

• ❌ "Template 1", "My template", "Test"

• ✅ "E-commerce Sales — Q4 Evergreen", "B2B Lead-Gen — LinkedIn Roadmap"

Version with description

• Template name includes version: "E-commerce Sales v2 (2026-Q4)"

• Description notes what changed from v1: "Updated CTAs based on Q3 testing"

Iterate quarterly

• Review templates each quarter

• Update based on what's working

• Archive (rename "[archived]") old versions

Document edge cases

• In template description: note when this template applies + when NOT to use it

• Save your team's hidden knowledge

Common issues

• "Template doesn't fit my launch": don't force-use. Templates are starting points; if heavily modifying, save the modified version as a new template.

• "Cannot edit shared template": lacks role. Ask admin to update OR create your own variation.

• "Template variables not substituting": variable syntax wrong ({var} not ${var}). Check template config.

• "Template missing from Org scope": was saved as workspace-only. Edit + change scope to Organization.

Related

• Launch with Express mode — fastest template use

• Bulk Launch multi-account — template + bulk = agency wave

• Launch with Pro mode — template + Pro for complex campaigns