How to use and manage a template

A template helps streamline the process of creating future Selections by providing a reusable structure. It’s useful when you need to create multiple Selections that share a similar setup but require minor adjustments.

When should I use a template?

Campaigns with a recurring structure

If you manage campaigns that need the same setup such as filtering orders from a specific country or demographic group using a Selection Template will simplify the process. You can adjust a few parameters (like location or time frame) while keeping the overall structure consistent for each new run.

Example:

• Original Selection: All UK orders made by men in the last 6 months.

• New Selection (using the template): All US orders made by men in the last 6 months (only the country filter needs updating).

Preserving a base Selection

If you want to preserve the original version of a Selection for reference, auditing, or historical purposes, save it as a template. This way, the original Selection remains unchanged, and you can use the template to create new versions with the same structure.

Example: You run a monthly campaign to reward top users and want to keep the original Selection intact. By saving it as a template, you prevent accidental modifications, ensuring that future campaigns use the same base configuration.

Benefits of using a template

• Prevent accidental modifications: Once a Selection is saved as a template, only the creator or an administrator can modify it. This helps prevent unintentional changes to the core structure.

• Consistency across Selections: Templates ensure that recurring campaigns follow the same setup, making it easier to maintain consistent filters, values, and relationships between Data Extensions.

• Clear Instructions for future use: You can provide instructions or descriptions within the template, helping future users understand how to adjust it for new Selections and future use cases.
  

  
  Related Links:

  Can I set my selection as a template? 
  
  Can I create a Selection using a template