Selection Templates
This feature is available for Unaric Segment Plus and Advanced.
Selection templates provide a reusable baseline structure for recurring campaigns by predefining data extension relationships, filters, and target outputs.
Create Selection template
- When creating a new Selection, click the three dots icon and select Create Template.
- Provide a description for the Selection and mark the This selection is a template checkbox.
- Provide a Template Description and Template Instructions. These fields should store information about how the template works and the steps to be taken to complete the Selection.
- Click the Save button. A Selection that has been marked as a template will be indicated with a checked checkbox under the Template column on the Home page of Selections. Any user will be able to copy and use the template.
Templates can only be modified by the user who created them or an administrator.
Remove a Selection from the template list
- As the creator of the template or an administrator, open the Selection template.
- Click the three dots button and select Create Template.
- Uncheck the This selection is a template checkbox.
- Click Save. The Selection will no longer appear as a template option.
Create a Selection from a template
You can use all the Selections marked as templates for the base of your new Selection. There are two ways to create a Selection using a Selection Template.
- Click New Selection.
- Select Use Template.
- Choose one of the saved templates.
- By default, the Copy Target Data Extension will be turned on. Unaric Segment will create a copy of the Target Data Extension of the template. If you want to turn it off, the same Target Data Extension as the template will be used.
- Optional: You can change the folder where the Target DE will be stored by clicking on Change Location. Click Save. After this, the Selection will then be created with the same setting as the chosen template and you navigate as you would normally would.