Where to Create Templates: You create templates directly in each content type’s settings. For example, when creating a challenge, check the Advanced Settings for the “Save as Template” option. Same for rewards, posts, and achievements.
What You Can Templatize
Challenges
Save a challenge as a template and duplicate it for future campaigns. Includes all actions, rewards, and settings.
Rewards
Template any reward so you can recreate it with the same details, fulfillment method, and point value.
Posts
Create post templates for announcements, updates, or spotlights you repeat regularly.
Achievements
Build achievement templates and reuse them as your organization grows.
How to Create a Template
When you’re creating or editing any of these content types (challenges, rewards, posts, achievements), look for a “Save as Template” or “Template” option in the advanced settings. Check it, give your template a name, and you’re done. Next time you create similar content, you can use that template as your starting point instead of starting from scratch.Template Benefits
Speed
Don’t build from zero. Start with a template, tweak it for your current needs, and publish.
Consistency
Same format, same structure, same messaging. Your brand stays consistent across campaigns.
Scalability
As you run more campaigns, templates let you do more with less effort.
Team Alignment
Your whole team uses the same templates. No reinventing the wheel.