Export Templates page

Access export templates for viewing, using, and editing outside of the activation workflow context. This allows you to preview a particular export template in advance of designing an activation (or create one in advance).

View an export template

To view an export template:

1. Navigate to the Smart Activation > Export Templates page.

2. Click the View button to the right of the export template to view.

   

3. When you’re done, click Close.

Create an export template

To create an export template:

1. Navigate to the Smart Activation > Export Templates page.

2. Click Create New Template.

   

3. Add Attributes as needed.

4. Click the Options tab to specify options.

   

5. Click Save to save your new template or Cancel to discard it.

Edit an export template

To edit an export template:

1. Navigate to the Smart Activation > Export Templates page.

2. Click the vertical ellipsis menu to the right of the export template to edit, and choose Edit.

   

3. Edit the Attributes as needed.

4. Click the Options tab to edit the export template options.

   

5. Click Save to save your edits or Cancel to discard your edits.