Follow

Import/Export Templates

Last updated 2020-06-25 12:38:43 UTC

Import and export template can be done in both Simple Setup and Classic Template. However, exporting Simple Setup template can not be imported into Classic Setup. It is important to note that only users with the assigned permission will have the ability to export a Simple Setup template.

 

Follow the below steps to export and import templates in Simple Setup:

  • Select the template you wish to export by clicking on the template name.mceclip0.png
  • Select the export button and click Finish.mceclip1.png

To import a template into Simple Setup

  • Login to the environment you wish to import the template
  • Select "View Templates"
  • Select the "Import Template" button
  • Select the file from your computer by using the "Select File" button and click next.
  • File Validation will display all the data that will be imported with the template. Select the email design set and the email designs you wish to import or select use existing.
  • Review the import and submit
Have more questions? Submit a request