Get Started with Your Templates

Click on your template

A default template is preloaded for your trial. But you can also add customized versions. Click on the image of the template to go to template settings.

Self-Serve Accounts
📄 On self-serve accounts, you’ll see a default template preloaded when you first log in. You can use it right away or customize it.

Enterprise Accounts
🏢 If your account is managed by our Customer Success team, your templates will already be set up for you. Need edits or a new template? Contact your Account Manager.