The video below shows a quick visual of how to create export templates in Mediatool. To find out more information, please feel free to read through the steps that follow:
Step 1: Access Export Templates
In the Sheetview, click on the "Export" button
A new option "Create new template" will appear
Step 2: Creating a New Template
Name your template in the "Template Name" field
Enable the "Export to one sheet" option to include all selected media types in the same sheet (optional)
If you want to share the template with all organizations connected to your Parent account, turn on the "Share with all organizations connected to Parent account" option
Step 3: Customizing a New Template
In the "Template Editor", select the media type(s) you want to include in the export
Choose the fields you want to include and arrange them in the order you prefer
Customize the field heading titles and date format if needed
Note: all settings are automatically saved, so you can exit the view at any time.
Step 4: Exporting an Existing Template
From the Sheetview, click on the "Export" button and select the template you want to use
The data will be exported as an excel file
Step 5: Editing or Deleting a Template
To edit or delete a template, click on the "Edit" icon next to the template you want to modify
This will open the "Template Editor" where you can make changes or delete the template.
Get Support
Have questions or need help? You can reach us directly via the messenger on Mediatool.com or the contact support button located in the top right corner of the Mediatool App.
Learn More
Not a Mediatool user but interested in learning more? Book a demo with the Mediatool team today and start being more productive with your marketing.