Updating Shared Templates

Updating templates you’ve shared is one of the most important things you can do as a Community member. 

Updating strategies and templates notifies other members using the template of any new changes.

The template’s original share date is always listed at the top.

Updating a shared template is incredibly easy. After you’ve made edits to the bot, you can update the template. Select the gear icon to “Save as Template.”

Select “Update Template” and choose the template to update.

You can edit the settings. When you are finished, select “Save.”

The template is now updated with the newest version number and date.

To update the shared message, return to the Community post. In the History section, select “Share new version…”

You can add notes to explain any changes.

The new template is automatically updated to version two.

This is an efficient way to keep track of all the changes and is a considerate way to let all other members using the template know you have updated the template to a new version.