Redpoint CDP™ Documentation
Redpoint CDP™ Documentation
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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.

    export-template.png

  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.

    export-template-new.png

  3. Add Attributes as needed.

  4. Click the Options tab to specify options.

    export-template-options.png

  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.

    export-template-edit.png

  3. Edit the Attributes as needed.

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

    export-template-edit-options.png

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