Activating/Deactivating a Custom Content Template

When a custom template is active, your users can choose it from the Saved area of the template picker when creating a new custom page / TPC email / marketing email / landing page.

Active Deal Quote templates will be used when generating a quote for partners, if they’re assigned to deal settings or to individual deal types. For more information, see Adding Custom Deal Types and Managing Deal Settings.

You can deactivate a template if it's redundant.

To activate/deactivate a template:

1. Navigate to   > Settings > Templates.
2. In the left sidebar, choose the type of object for which you want to create a new template:
   • General
     • Pages (for custom pages)
     • Emails (for TPC emails)
   • Partner Marketing
     • Emails (for marketing emails)
     • Landing Pages
   • Deals
     • Deal Quotes
3. Click on the template you want to activate/deactivate, to open it for edit.

4. Toggle on the Active or Inactive switch, as required.

   

5. Click Save to preserve your changes, or Save & Close to save your updates and exit the editor.