Templates - Creating an Archive template
Follow the steps below is how to create a static archive template
| Only Admin users with the ability to edit and modify templates can perform the following steps. Otherwise, please reach out to your Account manager regarding this setup. |
Instructions
- Select 'Admin' from the top menu
- Select 'Templates' from its dropdown list
- From the right side of the page, click Create New and then Archive template
- In the General settings from the new archive template page, set a name for the template and apply the following if necessary
- Use Campaign scheduling - select if the template needs to be controlled by a Campaign Schedule. Leave unchecked if not part of a schedule
- Description - enter a description of the template. Information that will help describe it to users.
- User groups - selected the correct user groups to ensure the template is made available to the right users
- Categories - if available, select the appropriate category. The categories function is designed to make finding a template a little easier
- Approval workflows - if available, select the correct approval workflow needed for the template. Check Approval workflow to know more
- Once the necessary setting to the template has been applied, click Create Archive template
The following steps are to upload an Archive file
- From the Overview page select the 'Upload New Version' button
- Select the zip file from your computer to upload and a jpg or png for the preview as directed; then click 'Continue' to complete the process.
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Only ZIP files can be uploaded to this template and an archive template cannot generate a thumbnail image from a ZIP file, therefore, a JPG or PNG file needs to be made manually via screen capture. |
The archive template is now ready for use. In the 'Overview' page you will see all the template's settings and specifications. Here, you can also select buttons that will enable you to edit the template and replace its existing asset.