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Activity templates

Save activity as templates

Activities can be saved as templates at any point after they are created. This just tags the activity as a template so it can be used as a starting point for a new one.

Save as template and Remove from templates buttons are available in the activity details.

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The same is also available in the contextual menu (...) of the activities.

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Filter templates

Templates can be filtered from the campaign view.

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Create activity from template

When creating a new activity you can select a template as a starting point. Just hover over the desired activity and press From template. image.png

This brings up the list of templates for that activity type. Choose one and press Select. image.png

This will create a new activity with all the values from the templates. Note the following: - The name is be Copy of and the template name. - Start Date and End Date are not populated. - The offer for Games and Challenges has not been selected.

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You need to press Create to save the new activity.