Articles in this section

Create and Use Templates for Offers, Loyalty Offers and Messages

We refer to Offers, Loyalty Offers, Messages and Surveys as "Communications." Templates can be used to recreate a Communication. Templates will retain most of the core information in a Communication. 

How to create a template:

1. Go into an Offer, Loyalty Offer, Message or Survey and click the up arrow next to Save in order to create a template. 

Screen_Shot_2020-09-24_at_4.51.35_PM.png

2. Name your Template and click Save.

Screen_Shot_2020-09-24_at_4.52.56_PM.png

3. To find your template, go back to the New Offer button and click the down arrow. 

Screen_Shot_2020-09-24_at_4.57.02_PM.png

4. After clicking the down arrow, you'll see your template options. Simply click on a template to use it. It will automatically open up a new Offer. 

Screen_Shot_2020-09-24_at_4.53.11_PM.png

Was this article helpful?
1 out of 1 found this helpful