Presets - Create a new preset
In order to create a Preset, you need to have the relevant permission set. Permission can be granted by either:
- Access level (for Super Admins) to create, modify or remove any template presets
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Preset creator rights on specific templates (for most users)
Each template has a Presets section in Template settings to assign creator rights
Instructions for creating a Preset
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There are two ways to create a template preset; via either the Admin / Templates screen or the Admin / Presets screen.
To access via Templates screen: navigate to Admin / Templates and find the template you want to create a template from. From the action menu (3 dots), click Create Preset to continue.
To access via Presets screen: navigate to Admin / Templates / Presets and click the Create Preset button at the top of screen. From here you will be shown a modal to select the template to create a preset from. Select a template to continue.
Note: If you don't have access level permission set for Presets, you will need to be part of a user group that has been granted creating rights for specific templates.
- When the create preset screen opens, type in a name and description for the Preset in the 'Details' section
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In 'Visibility' you can select the category where you want the preset to belong
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Under 'Access control', select which user group/s will be able to see the preset to create a draft from it
- You can add the preset to a campaign by selecting ‘Yes, allow scheduling with campaigns' and selecting a campaign schedule from the list.
Note : If there's no campaign schedule available, leaving the option checked will make the preset available for selection when setting up a campaign
- Once all the details are correct, select 'Create preset' to finalise the preset settings