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How do I create a Marketing Piece based on an existing template?

Starting a new template from an existing template may be a much easier and quicker approach to creating a new template than starting from scratch. Do accomplish this, do the following:

  • Go to Marketing Materials / Create Marketing Pieces in the navigation.
  • From that page click Create New Marketing Piece. That will take you to the page with all the templates. Search for the template you want to use and select that template. 
  • This will create a new template with the original default content that you can then edit. 
  • If applicable, you'll also want to make sure to pick the proper group that the template will be made available to.

NOTE: Once you are done and click the Publish Marketing Piece button, you will no longer be able to make any changes to that template. 

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