Setup - Default Entities

This article will cover:

What are default entities?

Where do I add default entities?

How do I add default entities

What are default entities?

Default entities allow you to create default settings for your campaign cards.  With this feature, you no longer need to repeat configuration settings every time you create a campaign. Now you can create a template with your saved preferences across all of your future campaigns.

Setting your custom template for items such as Caps, Pixel and Cookies tabs will help streamline your campaign workflow.

Where do I add default entities?

Where do I add default entities?

To create your new template, click on your main Setup tab > Default Entities sub tab, then click the hyperlink for Campaigns.  This will open your new template.

How do I add default entities?

How do I add default entities?

Once you click the hyperlink, a campaign card will open allowing you to create your new default settings.  Once you have set everything how you'd like all future campaigns tobe created, simply click the save button.

0 Comments

Add your comment

E-Mail me when someone replies to this comment