How to import a Template?

You can import existing templates into the Buddy toolbar.

In order to action this, do the following steps:

• Login to Buddy
• Select Templates from drop down menu from clicking on the myGP button from the toolbar (icon to the far left)

This brings you to the Templates section:

• Select Import from the top left corner

This brings you to the Import pop-up box:

You have the choice of three options of Imports:

• Import CSV Templates: select a template file from your desktop in a CSV format
• Import Campaign Templates: select a template file from your existing Connect Campaign templates
• Import Preset Templates: select a template from Buddy’s default templates

Choose which section fits your particular file, then:

• Choose specific file
• Click Save (rename if necessary in the Name field)