Work with referral export templates

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

Create a template

1. Go to the Campaigns > Customer Data page from the left navigation menu, and ensure you are on the Referrals tab.

2. From the Template drop down menu, select Create custom template.

3. Enter a name for your custom template.

4. Select the required fields for your template.

5. Reorder your fields in your template as desired.

6. Click Save.

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

Edit a template

1. Select the custom template you want to edit.

   

2. Click Edit existing template.

   

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

   

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

   

5. Click Save.

   

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