Saving a Program as a Program Template

The following procedure shows how to save a program as a program template.

To save a program as a program template

1. Navigate to the Programs screen.

2. In the Programs list, click a program to use as a template.

3. In the Program form, click the menu button, and choose Save As Template.

   This menu option is active only if your administrator has given you permission to use this action (using the Marketing access groups).

4. In the Save As Template dialog box, enter a name, and click OK.

5. To make changes to the new template, navigate to the Marketing Templates screen, then the Program Templates view.

6. Query for the template you created in Step 4.

7. In the template list or form, make the necessary changes.