Last updated Oct 24, 2023

Manage templates

Create a template

1. Log-on to my.rokt.com

2. Navigate to your account.

3. Click Transactions.

4. Click Customer Data.

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

6. Enter a name for your custom template.

7. Select the required fields for your template.

8. Reorder your fields in your template as desired.

9. Click Save.

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

Edit a template

1. Log-on to my.rokt.com

2. Navigate to your account.

3. Click Transactions.

4. Click Customer Data.

5. Select the custom template you want to edit.

   

6. Click Edit existing template.

   

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

   

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

   

9. Click Save.

   

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