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Knowledgebase : Templates
   

* Go to Setup and select Drip (Lead Nurturing) under Templates, Select Create.   * Name your new drip template using the settings button, set your permissions, and also view the help video using the respective icons noted in the image below.   ...
After you create a template under the Setup section, you can share it with other Users, Groups, or the entire company.   * Click on the List view icon to expose more options. * Select the templates you want to change permissions on and click t...
* To share a template with users, groups, or companies, first click on Setup > Asset Management > Templates.     * To choose the template you would like to share, and then click on the template.   * You will then be taken to the Print Templa...
TO VIEW ALL ASSETS CURRENTLY AVAILABLE TO YOU, GO TO “SETUP”, THEN “ASSET MANAGEMENT”, AND THEN “TEMPLATES”. UNDER THE “FOLDER” SECTION, SELECT “ALL”. If you want to narrow your search, you can sort assets by type in the "FOLDER" section. for example in...
To rate assets go to "Setup", then "ASSET MANAGEMENT" and then "Templates".     Click on the stars icon of the asset that you wish to rate. If you wish to rate the asset poorly give it one star, and if you wish to rate it highly give it highly give ...
To view a report on an asset's performance, go to "Setup", then "ASSET MANAGEMENT", and then "Templates". Click on the Asset you wish to view. You may wish to use "Folders" and "Filters" to find the asset more quickly.   When the "Edit Template" windo...
Since MSP Advantage Program templates are shared between all users, you must make your own copy to make unique edits. Click on Setup, then Asset Management, then templates and then click on the type of template you need to copy.   Click Copy on the ...
Prior HTML knowledge is required to add borders to your HTML template. Below are steps to add a border to your HTML email template. * Open your Setup -> Asset Management -> Templates -> Email -> open your email template. * With your email template...
In order to add a filter to multiple templates at once Go to Setup > Asset Management > Templates, make sure that your menu is set "list view". Then select the items that you want to tag and click on the "tag" icon. Finally, type in the filter you wi...
Users can now make only textual changes to email templates/media that have been created using the 'Import Design' option. WHY HAS THIS BEEN DONE? 'Smart Objects' and 'Brand' in the email editor are only compatible with a specific HMTL structure. This ...
HOW DO I ADD MY OWN CUSTOM HTML TO AN EMAIL TEMPLATE? FEATURE:   You can use the HTML smart object to add your own HTML to email templates.   WHO WILL BE USING THIS?   Marketing team members who create templates for their companies.   BE...
FEATURE: This feature allows users to create interactive banners that can be used for internal (AMP pages such as the dashboard, internal playbooks & welcome page) and external (assets created in AMP such as web, landing pages, data room etc.) pages W...
HOW DO I CREATE A CONTRACT TEMPLATE? _This article details how to use the following module(s): _ FACILITATION CONTRACTS Allows configuration of print templates to create contracts which can be sent to Contacts in the system.   _Who would use t...