How do I filter templates in the Design Library?

When adding a brand new template to Core iQ, you will be brought to the Design Library which houses all of our pre-made templates. This area can easily be filtered down into the exact template that you are looking for by using the Design Category and Template Type filters. The Design Category filter allows you to choose the general type of template that you want to see, while the Template Type filter allows you to find the format. You will also see custom items displayed in these filters if we have created custom collateral for you in the past. The options for each dropdown are:

Design Category Auto Loan Promotions Business Banking CD Promotions Checking Promotions Electronic Banking Events HELOC Promotions Mortgage Promotions Savings Promotions Survey Templates

Template Type Daily List Direct Mail Letter Direct Mail Postcard Direct Mail Large Postcard Multipage Document Email Phone Call Script SMS Text Survey