Apply a template process to other clients
This unit guides you through applying a templated workflow to other clients.
Creating templates is a great way to apply workflows at scale without having to manually create them for each client. Additionally, they are important for retaining your IP if you are off-boarding clients. If you want to keep the processes that you built for that client (so you can use them for other clients) then you should save them as templates before removing the client from PPC Sam.
1. Click on the workflows tab on the left-hand side menu.
The Workflow Templates page shows you a view with all your clients on the left-hand side, all your templates names as column headers and a range of filter buttons (top right)
You can click on one of the filters to display the templates that apply to the particular data level that you’re interested in.
There are three types of icons that are used to communicate the status of template processes you have in client accounts:
i) The red N/A button means that this process template has not been applied to this client:
ii) The yellow M button means that this process template has been copied from template library to this client, but it has not been scheduled to run automatically. You can run that process manually or set it up to automatically run.
iii) The green A button means that this process template has been applied to this client and is scheduled to run automatically on a schedule.
2. To apply a process template to a client, click on the red N/A button corresponding to that client and process template.
Alternatively, to apply a process template to multiple clients, hold the Control key on your keyboard and click on the clients you wish to apply the template to. You could also press Control and A keys on your keyboard to select all clients.
3. To run this process automatically, click on the Enable automatic run checkbox. Then select the frequency, start date, run time and end date of this process.
4. Click on the Run on tab and select which campaigns you want to run this process on.
5. Click on Close.