A template includes the content that is sent to recipients.  Navigate to the Template menu and select the New button to launch the Create page The bel...

The Templates use a simple permission model. You can grant permissions to an individual or a user group (do not confuse this with a Recipient Group!) In...

A few attributes are related to a template. Each can be edited at any point in time. Content Select the Edit button to use the Editor  Permissions ...

The templates in the library that are delivered out-of-the-box cannot be edited. This is to ensure the template always reflects the default style and layout...

Once you have completed your template information and published your content, you must Activate your template. Only active templates can be sent and used. ...

When creating your Template you have the option to associate a category to the Template. A category can help to segment the types of communications your Rec...

Each Template has it's own content and data attributes. Content part of the communication sent to recipients uses our default language, English. You ha...

For Templates that are no longer valid you have the option to deactivate them. This allows you to come back at any time to re-use the template if necessary....