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Creating a Template

How to save an object as a template.

Divyesh Khatri avatar
Written by Divyesh Khatri
Updated over 4 months ago

🚨 Creating a template is currently only available to AmpliPhi team members. The feature will be available to all users soon.

1. Create the object you want to template

Before you can create a template, you must create a segmentation strategy or campaign. Once you've configured the object, continue to the next step.

2. Selecting the object you want to template

Navigate to the list that has the object you want to template. (e.g. If you want to create a templates for a segmentation strategy, navigate to the segmentation page)

Open the dropdown menu of the object you want to template, and select create a template.

3. Set a name & description

Set a name and description for your templates. By default, the templates will have the same name & description as the object. Once you select Save Template, your template will be stored in the template gallery.

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