Campaign Templates

Campaign Templates define a reusable blueprint for creating new campaigns (forms). When a new campaign is created from a template, the template’s configuration is automatically applied — saving setup time and ensuring consistency across campaigns.

What a Campaign Template Contains

A Campaign Template can specify:

  • Default field values — pre-populated settings for the new campaign
  • createEL — a semicolon-separated list of EL method calls to run when the campaign is created (before first save)
  • persistEL — a semicolon-separated list of EL method calls to run after the campaign is first saved to the database
  • Template Actions — action buttons that appear in the campaign’s right-hand sidebar for staff running campaigns based on this template
  • Parameter Values — custom field defaults applied to each new campaign created from the template

createEL and persistEL

These fields contain semicolon-delimited EL method calls, executed in order. They are the primary no-code automation mechanism for campaign setup.

createEL runs when a staff member creates a new campaign using this template. Use it to set initial values on the new campaign object:

campaignHome.instance.setDescription('Annual Workplace Campaign');
campaignHome.setGoalAmount(50000);
campaignHome.createEmailCollection()

persistEL runs after the campaign is first saved. Use it to create related objects that require the campaign’s database ID:

campaignHome.createDefaultItems();
teamCampaignHome.wireDefaultWorkflows()

Each statement is a bare EL method call. Semicolons separate statements; the #{...} wrapper is added automatically.

Template Actions

Template Actions are configurable buttons that appear in the right-hand sidebar on any campaign created from this template. They give staff one-click access to common operations.

Each Template Action has:

  • Name — the button label (can be an EL expression for dynamic labels)
  • Icon — Font Awesome icon class
  • Rendered Rule — EL expression; when it evaluates to "false", the button is hidden
  • Disabled Rule — EL expression; when it evaluates to "true", the button is greyed out
  • Confirmation Prompt — EL expression for an optional “Are you sure?” confirmation dialog message
  • Script Module — the script to run when the button is clicked, or a custom XHTML fragment to render

Example Template Action:

  • Name: Send Kickoff Email
  • Rendered Rule: #{campaign.status eq 'PUBLIC'}
  • Script Module: Send Kickoff Email Template

Creating and Managing Campaign Templates

Campaign Templates are found on the Content sidebar in DonorPoint.

To create a new template:

  1. Go to Content > Campaign Templates.
  2. Click Create New Campaign Template.
  3. Enter a Name and optional description.
  4. Enter createEL and persistEL scripts if needed.
  5. Add Template Actions on the Actions tab.
  6. Add custom field Parameter Values for fields that should be pre-set on new campaigns.
  7. Save.

Applying a Template

When creating a new campaign, select the desired template from the Campaign Template dropdown. The template’s createEL runs immediately, and persistEL runs after the first save.

Campaign Templates can be duplicated to create variations. All settings, createEL, persistEL, and Template Actions are copied to the duplicate.

Publishing

Campaign Templates can be published to make them available across accounts (for system-level templates managed by DonorPoint support). Account-level templates are always available to your account only.