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
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
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
In 'Visibility' you can select the category where you want the preset to belong
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