Templates are designed to help you get started quickly and streamline your workflow. They allow you to generate new objects — such as segmentations, campaigns, and more.
The feature is organized into three sections: Gallery, Overview, and Configuration.
Template Gallery
The Gallery is where you can browse all available templates on AmpliPhi. Templates are grouped into two categories:
Community Templates
Public templates are available to everyone. They are designed for common use cases and quick starts, and are typically created by the AmpliPhi team.
Workspace Templates
Organization templates are created within your organization and are typically customized to meet your team's specific needs.
Template Overview
The Overview section displays the details and requirements of a template. The information shown varies depending on whether the template creates a Segmentation, Campaign, or Channel.
Requirements are listed on the right side of the page. A template can only be used when all of its requirements have been met.
Template Configuration
The Configuration section lets you customize the object before it is generated. Available options vary depending on whether you are creating a Segmentation, Campaign, or Channel.
Campaign Configuration
Channels - Rename a Channel, map it to an existing Channel, or exclude it.
Systems - Rename a System or exclude it.
Segmentations - Map the Segmentation to an existing one. You can also rename the constituent lists it contains (creating new lists), map them to existing lists, or exclude them.
Segmentation Configuration
Lists of Constituents - Rename a list (to create a new one), map it to an existing list, or exclude it.
Manage your Templates
Create a Template
You can create a template from a Segmentation or Campaign by selecting Create Template from the object's menu.
Enter a template name (a description is optional). Before the template is created, a validator checks for any conflicts and highlights issues that need to be resolved.
Update Template Object Structure
You can update a template's structure by selecting Update Template from the object's menu.
Please Note: Only templates created by your organization can be updated.
Update Template Basic Information
You can update a template's basic information from its Overview page by selecting Edit Template from the More Actions (three-dot) menu.
To open a template's Overview, click the wand icon next to the object name.
Delete a Template
You can delete a template from its Overview page by selecting Delete Template from the More Actions (three-dot) menu.
To open a template's Overview, click the wand icon next to the object name on the object's list page.
Still Have Questions?
Send a message to our support team.