Campaigns involve a lot of strategic planning, and in many cases it makes sense to rerun an existing campaign with few changes. Microsoft Dynamics CRM 2013 provides the feature of campaign templates, which enables the marketers to reuse existing campaigns any number of times, thus saving the time and effort involved in planning and creating campaigns.

In a lot of companies, the strategic marketing team can create the campaign templates to be used by other teams who can simply reuse the templates for their campaigns. This helps bring in consistency and uniformity across the marketing teams in an organization.

For example, we can ensure that all the teams are using the same channel of communication and sales collaterals for specific product marketing. The following screenshot shows how to create a template from the existing campaign:

Creating a template from the campaign

The following screenshot shows the COPY AS CAMPAIGN button used to create a new campaign from an existing campaign or a campaign template:

Copying from a template/existing campaign

The campaign templates can be made available for use by any CRM user. The marketers and sales representatives can use this campaign template to create a new campaign and make specific changes to it based on the target customer's location and geography, which will ensure that the strategy remains the same. There are few chances of making mistakes, resulting in accurate marketing results for comparative analysis.