Configuring Templates
Creating A Kit

Creating a Kit

  1. From the Search page**,** click Open on a Campaign tile to view the content for a campaign. This is known as the Campaign Kit page and enables you to order a group of items together.

  2. When viewing the Campaign Kit page, you can:

  • View each page of items using the < and > keys.

  • Collapse the side panel, or hover to see the kit details.

  • Click the Edit pencil icon on the template to customize it.

  • Sort your information (Name is shown in alphabetical order, Modified shows the last modified item first)

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  1. You can select + on a template tile to add it to My Workbench, displayed on the left-hand panel. The example below shows a campaign kit containing two items. These items can be edited, copied or removed, using the relevant icon.

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Creating a Kit (New UI)

Note: This section applies only if you're using the new UI. For more information, see Enabling the new user interface.

  1. From the Search page**,** on a Campaign tile, select , and then select Open to view the content for a campaign. This is known as the Campaign Kit page and enables you to order a group of items together.

  2. When viewing the Campaign Kit page, you can:

  • View each page of items using and .

  • Collapse the side panel, or hover to see the kit details.

  • Select , and then select Customize on the template to customize it.

  • Sort your information (Name is shown in alphabetical order, Modified shows the last modified item first)

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  1. To add items to My Workbench:

    • In the campaign item tile, select , then select Add to My Workbench (if available) or Customize.

    • Select Add All Items to add all the campaign items to My Workbench, displayed on the left-hand panel.

The example below shows a campaign kit containing two items. These items can be edited, copied or removed, using the relevant icon.

Graphical user interface, application Description automatically generated