Manage Brief Templates

Updated 

Overview 

From the Brief Designer management page, you are able to edit, delete, clone, and view Brief Templates.

Edit a Brief Template

  1. Hover over the Brief Template's Options icon and select the Edit option.
    Marketing_Admin_BriefDesigner_BriefTemplates_Edit.PNG

  2. Upon updating the Brief Template configuration, click Save to save your changes. The Template will be saved, but will process for a few minutes. You will receive a notification in the top right corner when your Brief Template is ready to be used within the platform.
    Marketing_Admin_BriefDesigner_BriefTemplates_Edit_Save.PNG

Delete a Brief Template

Hover over the Brief Template's Options icon and select the Delete option.

Marketing_Admin_BriefDesigner_BriefTemplates_Delete.PNG

 

Clone a Brief Template

Hover over the Brief Template's Options icon and select the Clone option.

Marketing_Admin_BriefDesigner_BriefTemplates_Clone.PNG