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Custom activity templates

Create custom activity templates for the Web and Dialog activities if the standard activity templates do not meet the needs. Custom activity templates can save you time: you can save any activity as a template and then reuse it again and again as a starting point when building similar activities.

After you have created a custom activity template, you can select it from the Custom Templates folder when you are creating new activities. The system creates a new activity based on the template. You can then make any changes to the new activity. Custom activity templates are also listed in the Activity Templates - List in the explorer view.


Example

Each week, you advertise a different special promotion in a home page e-Marketing Spot to customers with Preferred Customer status. Your Web activity looks like this:

To avoid having to create a new Web activity from scratch for each week, you create a custom activity template based on the existing activity. You then create a series of weekly Web activities based on the template, changing only the properties of the Recommend Promotion element in each weekly Web activity.


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