Create a custom activity template from scratch

We can create a custom activity template in the Activity Builder to use as a starting point for our web or dialog activities. We can then create new activities based on the template, making any required changes, additions, or deletions to the new activity.

Before beginning

If we already have an existing activity to copy and use as a template, see Creating a custom activity template from an existing activity.

This procedure assumes you know how to create an activity using the activity builder in the Marketing tool. If not, see Creating a web activity or Creating a dialog activity. Depending on the type of custom activity template that we are creating, we might need the following defined for the store:

• E-Marketing Spots

• Customer segments

• Promotions

• Marketing content

• Merchandising Associations

Task info

We can build as much or as little of the activity as we want in the template. For example, if each activity you plan to create from the template will have a different start and end date, we can leave these properties blank in the template.

Procedure

1. Open the Marketing tool.

2. From the toolbar, click the arrow on the right side of Create New; then select either Web Activity Template or Dialog Activity Template. The work area displays at the top of the page, with the properties pane beneath it.

3. In the properties view, complete the following properties for the template:

   Property	Description
   Name	Name for the template. This name displays in the list of templates we can choose when creating a new activity. The template name cannot be the same as the name of any activity.
   Description	Type a description for the template. This description displays in the list of templates we can choose when creating a new activity.

4. Complete any additional activity properties that we want saved in the template.

5. Continue to build the template as you would build an activity; for each element you drag onto the work area, complete any properties that we want saved in the template.

6. Click

   Save to save the template, or click Close to save the template and close the page. The custom activity template is added to the folder that contains Custom Templates that we can select when creating an activity. The custom activity template is also added to the Activity Templates folder in the explorer view.