---
title: "Create a marketing automation campaign from a template"
slug: "create-a-marketing-automation-campaign-from-a-template"
abstract: "How to use a template to create a marketing automation campaign."
---
# Create a marketing automation campaign from a template

Sitecore provides several pre-defined marketing automation campaign templates upon which you can base your own workflows. To help you organize [templates](https://doc.sitecore.com/xp/en/users/100/sitecore-experience-platform/create-a-campaign-template.html "Create a campaign template"), you can categorize them using [themes](https://doc.sitecore.com/xp/en/users/100/sitecore-experience-platform/create-a-marketing-theme.html "Create a marketing theme").

To create a marketing automation campaign using a template:

1. On the Marketing Automation dashboard, click **Create**.
2. In the **Create automation campaign** dialog box, click **Automation campaign from template**.
3. From the **Campaign type** list, select the category of template you are looking for.
4. Select the campaign you want to use and click **Create**.
5. On the canvas, make the relevant changes to the elements in your campaign:
    - To edit the details for a specific element, click the element and make the changes in the **Details** pane to the right of the canvas. To save the changes, click **Apply**.
    - To add new elements to the campaign, drag and drop the relevant elements from the **Toolbox** pane.

        > [!tip]
        > If you add an element that splits the campaign into two paths, for example, a decision point, a notification appears asking you which path the existing elements below the new element should be located on.

    - To delete an element, move the mouse pointer over the element and click the **Delete** icon that appears.

        > [!note]
        > When you delete an element that splits the campaign into two paths, a notification appears asking you which of the paths you want to delete. If any path from the listener has a decision point attached, all the paths from the listener will be removed.

    ![Editing a campaign with several elements in the canvas](https://doc.sitecore.com/api/markdown-image/xp/en/users/100/sitecore-experience-platform/images/8D912FA1192141119D0CBC265F176BB1.png)

6. If the automation campaign gets too big for the canvas, you can move the automation campaign around on the canvas, zoom in or out, and hide the **Toolbox** pane to get more space to work on your campaign.
7. From the **Actions** menu, you can:
    - View or edit the campaign details, such as the name, description, start date and end date.
    - Activate/deactivate the campaign.
    - Delete the entire campaign.
    - Copy the campaign to create a new one.
    - Undo/redo the changes you made to the campaign.

    > [!note]
    > Click the star next to an action to make it appear directly on the ribbon.

8. Click **Save** to save your changes.
9. In the **Campaign Details** dialog box, specify:
    - Name and description of your campaign.
    - Start date for the campaign. If the campaign is activated, it starts to process contacts after this time. If you do not specify a start date, the campaign starts to process contacts when the campaign is activated.
    - End date for the campaign. The campaign automatically deactivates after this time. If you do not specify an end date, the campaign runs indefinitely.
    - Maximum enrollments. Control how many times the same contact can enroll in the campaign. The default number of enrollments is Unlimited.
10. Click **Save**.