Create a custom activity template from an existing activity

We can create a custom activity template by selecting an existing web or dialog activity and then turning a copy of the activity into a template. We can modify the copy as required for the template. We can then create new activities that are based on the template, and change the new activity.

Before beginning

The web or dialog activity to base the template on must exist.

Procedure

1. Open the Marketing tool.

2. In the explorer view, click the Activities folder. The Activities - List page displays.

3. Right-click the activity to copy to use as a template; then click Create new template from activity. The system creates a copy of the activity with identical properties; the only difference is that the name starts with Copy of.

4. In the properties editor, 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 we are creating an 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 we are creating an activity.

5. Make any additional changes to the elements and their 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.