Engagement templates

Related products:PX Engagements

Forum|Forum|7 years ago
September 25, 2019
9 replies
251 views

Currently, when saving an engagement as a template it will only save the layout of the engagement when applied to a new engagement.

It would save us time if we could either copy an engagement, that takes all the settings such as audience and scheduling into account, or have a template include all of the settings for the engagement that was used to set the template.

rules

ikranjcec

Contributor ⭐️⭐️⭐️

Hi! I agree, ability to copy engagements would be awesome, not to transfer just the content to other engagement, but also all other settings!

alb

Contributor ⭐️⭐️⭐️⭐️

+1 for sure, and more.

It's painful that we can't just duplicate an engagement and have it copy EVERYTHING (including how and where steps are linked to the product).

Beyond that, it's also painful that we can't build something in a test environment (i.e. another "product" in PX) and actually copy it over to the production "product" when we've validated that it works how we want.

Building and rebuilding and rebuilding this stuff, especially when it's complex, it's very, very frustrating.