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