The templates section allows you to create templates you can use in your campaigns.
You can add a template in three ways:
Create template
From here you can edit the content as normal, find out how to do that here: Content. Once you are done you can click on Save template and this will now be available in the drop down list when you create a new campaign.
Upload CSV
You may choose to upload a CSV file to add your template, this would enable you to add multiple templates in one go. You must ensure your CSV columns are formatted as below:
CSV columns
Name, Body, Code to record, Snomed code,Responses
If you have any problems with your CSV please take a look at the troubleshooting page.
From campaigns
You can also save a template from any new campaign you make using the campaign creator. You can find out more about campaign content here.
Edit or delete a template
You are able to edit the template or delete it at any time by clicking on Templates and View
