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Question: Account Flex Templates

  • 1.  Question: Account Flex Templates

    Community MVP
    Posted 8 days ago
    Hi!

    I am trying to prepare a training and I would like to know what will remain with an account flex event template. Obviously, the settings and look/feel remain, however, do save reports copy over? I assume email templates will also remain with the template. Is there anything that will not remain with the template that would need to be setup with ever Flex event build?

    Thanks in advance!

    LIndsay
    #Flex-Creating/ManagingEvents
    #ExecutingStrategicMeetingsManagement

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    Lindsay Buchanan
    Meetings Management Consultant
    Intent Strategy Group (A Division of M&IW)
    M +1 262.488.4537
    lbuchanan@meetings-incentives.com
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  • 2.  RE: Question: Account Flex Templates

    Posted 8 days ago
    Hi Lindsay - Any custom reports you create will carry over to any event you create from your template. Hope that helps.

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    Linda White
    Marketing Communications Specialist
    FCCS
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  • 3.  RE: Question: Account Flex Templates

    Community MVP
    Posted 8 days ago
    I know that the legacy custom reports would copy over, however, I need to know about the new reports and whether or not if I save the reports prior to saving the template, will those new reports still appear when we create a new event from these new FLEX templates.

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    Lindsay Buchanan
    Meetings Management Consultant
    Intent Strategy Group (A Division of M&IW)
    M +1 262.488.4537
    lbuchanan@meetings-incentives.com
    ------------------------------



  • 4.  RE: Question: Account Flex Templates

    Posted 8 days ago
    Yes they will.

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    Linda White
    Marketing Communications Specialist
    FCCS
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