Using Studio templates

Templates made with our Studio builder help you create campaigns faster and maintain a consistent experience across your team. You can build a template once, then reuse it for future campaigns.

Create a Studio template

You can create a template from scratch or use an existing campaign as your starting point.

Create a new template

1. Go to Campaigns > My templates

   

2. Select New template
3. Choose how you want to start:
   • From scratch: Build a new template
   • From an existing campaign: Search and select a campaign to use as your base
4. Enter a template name
5. Add a description
   • Only used internally for your team
6. Select Create

Once created, you can edit the template just like you would when designing a new Studio campaign.

Create a template from an existing campaign

This is a quick way to turn a successful campaign into a reusable starting point.

1. Open an existing campaign
2. Select Save as template
3. Add a name and description
4. Select Save

The template from the selected campaign will be automatically created and placed in Campaigns > My templates.

Create a campaign from a template

There are two ways to create a new Studio campaign using a template.

Option 1: Use a template from your template list

1. Go to Campaigns > My templates
2. Select the template you want to use
3. Select Use template
4. Complete the campaign setup

Option 2: Use a template during campaign creation

1. Go to Campaigns
2. Select Create new campaign
3. Select Direct giving > Donation form

4. Choose from:

   • My templates (your saved templates)
   • Pro templates (pre-built templates)

   

5. Select Use this template
6. Update the campaign name and goal
7. Finish setup

The new campaign will include all settings, content, and emails from the template. This gives you a strong starting point so you can spend less time editing.

Manage and edit templates

Go to Campaigns > My templates to view all of your templates in one place and edit them as needed. Select a template to edit, view all campaigns created from it, or archive it.