Managing campaign templates

Use

You use this procedure to create, modify, and delete templates that define the contents of the customer information panel. Each campaign must be linked to a template.

Prerequisites

You must have rights to manage templates.

Creating templates

1. On the System Configurator main screen, choose Campaign management > Templates.

2. Choose Add New.

   A screen area with relevant assignment blocks appears.

3. In the Basics block, enter the name for the template.

   This information is mandatory.

4. For information about the rights assignment block, see Access Rights.

5. In the Campaigns block, choose the campaigns you want to link to the template.

   You can also define this in the Campaign management > Campaigns > Templates view.)

6. In the Template fields block, define the fields you want to include in the template by clicking a row in the Attribute column.

   • To allow agents in CP to modify the information of the selected field, select Modifiable.

   • To hide this field in the CP, select Hidden. Note that the field will still be included in campaign data exports.

   • To change the order of the fields, use the Up and Down buttons.

7. Save your entries.

Modifying or deleting templates

1. On the System Configurator main screen, choose Campaign management > Templates .

2. Search for the template whose settings you want to modify.

   The search result list appears.

3. Choose the template by double-clicking it.

4. Modify the settings, or choose Delete.

5. Save your entries.