Templates
A template is a saved audience definition you can start new audiences from. It holds a parent model and a filter tree, and applying it opens the audience builder with that filter already in place.
Templates are yours — created in your workspace, over your models, with your columns and computed attributes. Nothing ships pre-installed; the value is in standardising the definitions your own team keeps rebuilding by hand.
What a Template Holds
| Field | What it is |
|---|---|
| Name | Unique within the workspace |
| Description | Optional — the place to record what the template is for and why the thresholds are what they are |
| Parent model | The model the filter is written against |
| Filter tree | The conditions, exactly as the audience builder saved them |
The parent model is the load-bearing part: a template’s conditions are written against that model’s columns, so a template belongs to it and can only start audiences on it.
Creating a Template
Navigate to Activation > Templates and start a new one. The flow is three steps:
Step 1: Pick a Parent Model
Choose the parent model the template is about.
Step 2: Build the Filter
Build the conditions in the same filter builder the audience builder uses — same operators, same computed attributes, same relationship traversals. See Filter Builder.
Step 3: Name and Save
Give the template a name and a description.
Using a Template
- Open the template from Activation > Templates
- Click Create Audience
- The audience builder opens with the template’s parent model selected and its filter pre-filled
- Adjust anything you like — thresholds, extra conditions, the AND/OR structure
- Name the audience and save
The audience is an independent copy from the moment you save it. Editing the template afterwards does not change audiences already created from it, and editing one of those audiences does not change the template.
Good Templates
- Encode the decision, not just the filter. Put the reasoning in the description — “high value means top-decile lifetime value, agreed with finance in Q1” — so the next person knows whether to keep the threshold or change it.
- Template the shape you rebuild, not the audience you use. A definition worth templating is one several audiences will vary from. An audience nobody varies is better as an audience.
- Keep them current with the model. A template’s conditions reference the parent model’s columns; if a column is removed from the model, the template still holds the condition and the audience made from it will fail to compile.
Next Steps
- Creating an Audience — Build an audience from scratch
- Filter Builder — The conditions a template holds
- Computed Attributes — Values a template’s conditions can filter on