Campaign templates and import/export

rcheesley · May 7, 2020, 7:51am

Looks like ActiveCampaign just launched a marketplace where you can download ‘recipes’ similar to being able to export and share campaigns and the like:

rcheesley · December 9, 2020, 5:03pm

Hi folks,

This is one of the Strategic Initiatives for 2020-21 - if you’d like to be involved with this project please do give your availability for the kick-off call on this Doodle poll.

Please also join #i-resource-management on Slack!

entrepositive · May 2, 2022, 7:57pm

Hi all - any update on this functionality?

rcheesley · May 3, 2022, 8:27am

Hi @entrepositive it’s something we want to include in our Campaign Library initiative but we currently don’t have any resources available to work on this. Would you like to work on it, or contribute towards the initiative financially so that we can advance on this?

entrepositive · May 3, 2022, 8:45pm

Hi @rcheesley - thanks for the quick response.

This is, like many suggestions here, a great idea. And I’m beginning to understand the inner workings in the Mautic community.

Contributing work…I’m afraid I’d just get in the way there.

Contributing financially…I’m happy to throw into a pot, if there will be others on this as well. I enjoy the idea of a collective initiative and I’ll be a willing team player, to the degree it makes sense.

EP

alexhammer · March 10, 2025, 12:48pm

If we take a look at n8n, i think this is the single most important feature after a snap install or so which would make a gigantic impact. Sharing templates including all necessary emails, campaign actions and so on would make life for most newbies so much easier and lower the entrance barrier for folks.

I want to set some time aside and start building this. Did someone start looking into that? I am happy for each contact/hint

rcheesley · March 10, 2025, 1:11pm

Hi @alexhammer this project was funded by NLNet: https://mautic.org/blog/mautic-campaign-library-strategic-initiative-receives-grant-nlnet-foundation

The project is already in flight, thankfully you can catch up with progress on the Community Portal: Blog - Campaign Library initiative - Mautic Community Portal

alexhammer · March 10, 2025, 1:19pm

Hi @rcheesley thanks for the quick reply
I found the PR in github towards the 7.x branch. Is this the one?

github.com/mautic/mautic

Proof of concept of import/export process

7.x ← levente999:campaign-library-CL-34

opened 12:21PM - 27 Jan 25 UTC

levente999

+4342 -320

| Q | A | --------------------------------…------ | --- | Bug fix? (use the a.b branch) | 🔴 | New feature/enhancement? (use the a.x branch) | 🟢 | Deprecations? | 🔴 | BC breaks? (use the c.x branch) | 🔴 | Automated tests included? | 🔴 ## Description This proof of concept (PoC) implements the Campaign Library feature, focusing on the export and import of a single campaign entity without involving the UI. The goal is to demonstrate the core functionality of exporting and importing campaign data in a streamlined manner. --- ### 📋 Steps to test this PR: #### 1. **Exporting Campaigns** Use the following commands to export campaigns: - Export campaign data in JSON format only: ```bash ddev exec bin/console mautic:entity:export --entity=campaign --id=1 --json-only ``` - Export campaign data as a ZIP file: ```bash ddev exec bin/console mautic:entity:export --entity=campaign --id=1 --zip-file ``` - Export campaign data as a JSON file: ```bash ddev exec bin/console mautic:entity:export --entity=campaign --id=1 --json-file ``` - File name: campaign_data.zip, campaign_data.json The output files will be stored in the Docker container's temporary directory (`/tmp`). To access these files on your system, use the following commands to copy them to a local directory: ```bash docker cp ddev-mautic-web:/tmp/campaign_data.zip ../mautic/campaign_data.zip docker cp ddev-mautic-web:/tmp/campaign_data.json ../mautic/campaign_data.json ``` #### 2. **Importing Campaigns** To import the exported campaign data, use the following command: ```bash ddev exec bin/console mautic:campaign:import --file=campaign_data.zip --user=1 ``` **Note:** Before running the import command, the required files must be copied to the Docker container's temporary directory. Use the following commands to copy the files into the container: ```bash docker cp ./campaign_data.zip ddev-mautic-web:/tmp/campaign_data.zip docker cp ./campaign_data.json ddev-mautic-web:/tmp/campaign_data.json ``` #### 3. **Verification** - Verify that the campaign data is correctly exported by inspecting the JSON and ZIP files in the system directory. - Ensure that the imported campaign data is successfully reflected in Mautic. ### 🚀 Expected Results: - Export commands generate the appropriate files in the Docker container's temporary directory. - Import commands successfully import the exported campaign data into the system. - No errors are encountered during the export or import process. ### 🚀 Jira Ticket: https://mautic.atlassian.net/browse/CL-34

rcheesley · March 10, 2025, 2:40pm

Yes, it’s staged for release in the 7.0 release.

andrewmorgan · March 12, 2025, 6:52am

You’re right—Mautic currently lacks a built-in campaign import/export feature, which would be great for reusable templates. Some workarounds involve using the API or manually recreating campaigns. Hopefully, this gets more traction in the community or as a future feature update. Have you checked if any plugins address this?

rcheesley · March 12, 2025, 7:02am

@andrewmorgan as you can see above, this project is in active development already.

dcjarvis · March 27, 2025, 9:53am

HI @alexhammer @andrewmorgan @entrepositive, I’m the project manager for the campaign import and export features. We’re coming close to the end of the development phase now, and looking for people who would be willing to help us test. Would you be interested in that at all? I’d be very grateful for your input! Let me know.
Thanks
David

entrepositive · April 2, 2025, 8:12pm

Hey David,

Absolutely, let me know how I can help. Feel free to DM me as well if that’s better for you.

andrew_c3 · May 9, 2025, 8:30am

Hello dcjarvis,

I’m very interested to hear how the campaign import and export feature will work in Mautic 7.

I would really appreciate a brief description on how it will function in reality without beta testing as it might impact work I’m doing on Mautic 6 ?

Will it change the way email themes are currently stored, designed and used to create an email campaign. Or is it an export and import feature of email campaigns already sent which are stored in the database ? Would you please clarify the functionality.

Thanks.

dcjarvis · May 9, 2025, 8:55am

Hi there, I don’t think it will affect what you’re doing… basically if you export a campaign that requires an email theme to deliver an email that’s a part of the campaign, the relevant data will be part of the export, whether that’s as structured JSON data or as associated assets, themes and dynamic content. All of this will be included in the export, which is delivered to users as a ZIP file. Then on import the same zip format is used to import the data to the correct places in Mautic so that the campaign can function. Does that make sense? Happy to answer any further questions!
Thanks,
David

andrew_c3 · May 9, 2025, 9:56am

Hello dcjarvis,

Can I take it as read that the email themes i.e. twig file design and structure is not going to change anytime soon ? And you are exporting and importing email campaigns in there current form as per Mautic 6.x ? Is my thinking correct ?

In our case creating a custom theme and then modifying it with the grapesjs builder which is stored in the database does not give us enough design flexibility. And to re-use the design you have to clone the email campaign and make modifications with the grapesjs builder with the theme stored in the database. That process does not work for us.

Therefore in our case I plan to create a separate custom theme for every campaign and not use grapesjs builder for modifications. The custom theme will be ready to go. Yes I know that will create lots of custom themes and thats ok for us.

Outside of Mautic I plan to code up a theme generator app which will be used to create custom themes and I want to make sure themes are not changing anytime soon or it will complicate our design goals ?

I hope that is compatible with your export and import feature ?

Thanks.

dcjarvis · May 12, 2025, 7:33am

Hi @andrew_c3
I can’t really answer your question in total as I don;t know, but I know that the twig file structure is not being affected by what we are doing with campaign export and import. From how your describe your approach I don’t think there will be an impact. Campaign export just identifies any entities that are required for the campaign to function and then exports the data for each of those dependencies into a JSON based file. We also identify if any external plugins are used - on import we check for those and get the user to install them first before the import can work. So if you are using a new builder app/theme generator, then I assume that will be registered as a plugin within Mautic.

If you’d like more insight you can download the current code from this PR: Campaign import/export process by levente999 · Pull Request #14504 · mautic/mautic · GitHub

Thanks

zaharovrd · May 17, 2025, 7:46pm

Hi, i can test it!

dcjarvis · May 19, 2025, 6:59am

HI there, thanks very much for volunteering! I will PM you with some details and instructions! Thanks, David

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Campaign templates and import/export

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