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How to import a Template?

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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)
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