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Managing referral export templates

This is article aims to inform you how to create and manage templates for referral exports.

Creating templates#

  1. Under Customer Data, click Referrals.
  1. From the Template drop down menu, select Create custom template.

Template Creation

  1. Enter a name for your custom template.

Template Creation

  1. Select the required fields for your template.

Template Creation

  1. Reorder your fields in your template as desired.

Template Creation

  1. Click Save.

Template Creation

  1. Select your new custom template from the template dropdown.

Template Creation

Editing templates#

  1. Select the custom template you want to edit.

    Template Editing

  2. Click Edit existing template.

    Template Editing

  3. Add or remove fields to your existing custom template.

    Template Editing

  4. Reorder your fields in your template in the desired order.

    Template Editing

  5. Click Save.

    Template Editing

  6. Select your new custom template from the template dropdown.

    Template Editing

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