Creating a new template
Message templates can be managed by the functional administrator of the platform, under the
Resources > Templatesmenu. Out-of-the-box templates cannot be modified or deleted. To create a new template, you must duplicate an existing one.
- Select an existing template. In our example, we have chosen aDelivery template.
- Hover over it with the mouse, then select theDuplicate elementoption.
- Configure any settings you want, just like you would do when creating a new marketing activity from scratch.
Created templates can then be selected by standard user in the first screen of the wizard while creating a marketing activity.