Response from Customer

Create engagement step from scratch

  • 1 December 2020
  • 1 reply
  • 36 views

Userlevel 4

Often when I create an engagement, I don’t want to start with one of the templates. I end up choosing a random one and then deleting all the information and replacing it. It’d be nice to start with a blank step.


1 reply

Userlevel 7
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Thanks for posting to PX Community @jared2095!

 

This is a good suggestion!  You probably already figured this out, but for the benefit of others as well…

 

You could create a new Engagement, remove all (or most) of the content from the necessary step(s), save it, and then use the “save as template” option with a name such as “Blank Dialog Template” or “Blank Slider Template”, etc.  This will at least speed up your process a little bit.

 

 

 

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