Before you start
- Sign in with an account that has organization administrator access.
Step 1
Start a physical drive
Select the physical-item drive path in the creation wizard.
Step 2
Choose the template method
Select the template option during drive creation.
Step 3
Inspect available templates
Choose a template that matches the organization’s needs.
Step 4
Apply and customize
Review the items supplied by the template and adjust variants and quantities.
Step 5
Complete campaign settings
Add the drive story, delivery information, dates, and media before publication.
What happens next
The draft contains a customized request list based on the selected template.
Troubleshooting
- A template’s products still need availability review.
- Template content is a starting point; check every requested item against your actual need.