> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deepblocker.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Save and reuse a campaign template

> Keep a campaign's set-up as a template, start the next campaign from it, and manage your templates.

A template is a campaign set-up you saved: the attacker, the script, the number and the schedule. It never holds the people or the authorisation. Start from it, add people, authorise, and launch.

> [!NOTE]
>
> Templates are listed for the person who saved them. A colleague does not see your templates.

## Before you start

* A campaign whose set-up you want to keep. Any status will do.

## Save a template

**1. Open the campaign**

Open **Red Team**, **Campaigns**, then the campaign.

**2. Save it**

In the header, click **Save as template**. The message reads: "Saved as a template. Start a new campaign from it under Templates." The template takes the campaign's name.

## What a template keeps

| Kept | Not kept |
| - | - |
| The name and note | The people selected |
| The attacker, the script, the opening line and the voice settings | The authorisation |
| The attack level, the tactics and the background sound | Results, progress and status |
| The schedule, without its dates | The research profile behind a level 3 campaign |
| How many calls at once and the retry settings | |
| The webhook URL | |
| For a sequence: the steps and the gap. For an autonomous campaign: the objective, the guardrails and the budget | |
| The A/B test, the memory option and the purple-team target | |

## Start from a template

**1. Choose From a template**

Open **Red Team**, **Campaigns**, **New Campaign**. Under **Step 1 · Choose how to run it**, click **From a template**. A list titled **Your templates** opens, each with its kind (**Single call**, **Multi-call sequence** or **Autonomous**) and the date it was saved.

**2. Use it**

Click **Use this template** next to one. The wizard opens with everything filled in except the people and the authorisation.

**3. Add people, authorise, launch**

Tick the people under **Who is called**, check the date under **From where and when**, record the authorisation and click **Launch**. See [Authorise and launch](https://docs.deepblocker.ai/vishing/campaigns/authorise.md).

## Manage templates

On the **Campaigns** page, the **Templates** section lists your templates with **Use** and a **Delete template** icon. **Manage templates** in the wizard takes you there. Deleting a template does not touch any campaign made from it.

The [yearly plan](https://docs.deepblocker.ai/vishing/results/compliance-plan.md) page also starts a campaign from a template, with **Schedule the next test**.

## Problems

> [accordion] The list says No templates yet
>
> Open a campaign and click **Save as template**. The template then appears here.

> [accordion] A colleague's template is not in my list
>
> Templates are per person. Ask them to open the campaign made from it; you can save your own template from that campaign.

> [accordion] The campaign from a template will not launch and says no assistant configured
>
> The template was saved from a campaign with no attacker. Pick one under **Who calls**, then launch.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.