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How to clone or delete an Existing Template

Learn how to clone or delete existing campaign templates in Treez Loyalty

Written by Darin

Overview

Treez Loyalty helps drive efficiency by allowing users to clone existing campaign templates. Templates can also be deleted if branding or marketing needs change.

Cloning an Existing Template

  1. Select "Campaigns" and then "Templates" from the navigation menu on the left side of the screen.

  2. Click on the three vertical dots menu next to the template to be cloned, and click "Clone."

  3. Click "Done" to confirm the cloning of the existing template.

Deleting an Existing Template

  1. Select "Campaigns" and then "Templates" from the navigation menu on the left side of the screen.

  2. Click on the three vertical dots menu next to the template to be deleted, and click "Delete."

  3. Click "Done" to confirm the deletion of the template.

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