Templates wizard page

The Templates wizard page

 

Templates are preformatted layouts that enable you to add personalized text and selected repository content to customer messages.

Note:

Templates are defined to accept a minimum and a maximum number of items. This means that if, for example, you select two products, then only those templates that accept two items display on the Templates page.

To select a template:

  • Tap or click the appropriate template imageThe template appears gray and is highlighted with a check or tick mark.You can deselect a template by tapping or clicking it again.

Example of a selected template

 

  • When you are finished, tap or click NEXT STEP Customers
    The Customers wizard page displays.