Creating a new template

Message templates can be managed by the functional administrator of the platform, under the Resources > Templates menu. Out-of-the-box templates cannot be modified or deleted. To create a new template, you must duplicate an existing one.

  1. Select an existing template. In our example, we have chosen a Delivery template.

    template_2
  2. Hover over it with the mouse, then select the Duplicate element option.

    template_3
  3. Configure any settings you want, just like you would do when creating a new marketing activity from scratch.

    template_4

Created templates can then be selected by standard user in the first screen of the wizard while creating a marketing activity.

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