---
title: How do I template an engagement campaign?
description: This guide will provide a quick overview on how and when to use an engagement campaign template.
---
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# How do I template an engagement campaign?
## This guide will provide a quick overview on how and when to use an engagement campaign template.
Templating is a helpful tool when you have built an engagement campaign in one business that you want to activate in a different business or Tradable Bits account (ie, a child account).
Note: Cloning a campaign automatically duplicates the campaign right in the same business, whereas **templating a campaign creates a downloadable file that you can then upload into any business or Tradable Bits account.**
Follow along below for a step-by-step guide to download or upload an engagement campaign template. If you already frequently use templates, please scroll to the bottom for important updates to this tool.
#### Campaign Templating Steps:
**1.** In the **Tradable Bits Homepage**, hover over the **Campaigns** section in the **Top Navigation Bar,** choose your desired business and click on **Dashboard.**
**2.** Click on the three dots at the far right of the campaign that you wish to template to expand the campaign menu
**3.** Click on the **template** icon
**4**. Click **Create Template** in the pop-up
**5.** It will then be saved in a cloud environment and given a template ID. You will be able to find any Campaign Template (and template ID) you've created in the Campaign Template section of your account for up to 1 year.
**6.** To load a template into a new Business or Account, copy the template ID and then go to the Business that you want to load this engagement campaign template into and navigate to the **Campaign Dashboard** again.
**7.** Click the **Load Template** button at the top right of the dashboard
**8**. Paste the template ID and click **Load**
****
9\. Your new template will now appear at the top of your campaign dashboard for you to edit and activate
****
#### **Updates to Template Functionality:**
As of March 20, 2025, we have updated our templating functionality to be more robust and overall easier to use. The following changes have taken effect:
- Previous campaign template files will **no longer be supported**
- Any campaign **created from a template** that already exists will **be unaffected**
- If you try to upload an old template (with the previous file type), it **will not work**
- To continue using templates, you will need to **create a new version of the template**
**Still need assistance? Please reach out to your Customer Success Team or contact [support@tradablebits.com](mailto:support@tradablebits.com)**
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