Creating a New Template
To create a new template, first navigate to Campaigns > Template Management from the top menu bar. Then click New Template. You'll be prompted to choose a name for your template, and then will be launched into the Template Editor screen.
Alternatively, on the Template Management screen, you can choose Duplicate from the actions menu of an existing template to create a copy of that template and use it as a starting point. Please note that Duplicate is only available for templates with the Universal layout type, as they're compatible for all automators.
Editing an Existing Template
To edit the contents of an existing template, from the Template Management page, either hit the Edit button for the template, or click on the name of the template. You can also choose Rename from the action menu to rename an existing template.
Updating Campaigns Using The Template
Upgrading To Universal Template
If you had WhatCounts create templates for your store prior to January 2018, you may have some templates in your Template Management screen with the Predictive or Retention layout types. These layout types are limited to use in only specific campaign types. Before they can be used in all campaign types or duplicated to serve as the starting point for new campaigns, they must be updated to support between 0 and 6 dynamic products (Universal template type). If you have updated the template, you can upgrade to the Universal template type by choosing Upgrade To Universal Template Type from its Action menu on the Template Management screen.