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3. Omnichannel Data Export – Leveraging Templates like a Pro

Updated over 3 months ago

You’ve now seen how to create a template. Let’s take it further.

Where to Find Templates

Click the "Templates" tab on the top-right of your screen. Here, you’ll see three sections:

  • My Templates: Created by you.

  • Team Templates: Made by your team members for shared use.

  • Default Templates: Pre-built by CommerceIQ for commonly needed views.

Note: You can edit only the templates you’ve created.


Pro Tip: Multi-Template Export

Yes, you can now export multiple templates in one go!

  1. Select the templates using the checkboxes.

  2. Click the Download icon at the top-right of the Templates section.

  3. Your file will start downloading instantly.

Track the progress in the Download Center, just like before.


🎯 Wrapping Up

And that’s it! You’re all set to explore the Omnichannel Data Export product and get your hands on unified insights — faster and more efficiently.

Give it a try, and keep an eye out for more exciting updates coming your way soon


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