This article supports Audience Studio - Legacy.

Marketers who want to activate segments to external platforms without having to understand all of the technical aspects of setting up authentications and the schema of the master segments, can use the Activation Copy feature to easily use existing pre-defined activations to activate any segments for which they have permissions. This feature prevents the need to configure new activations for every segment providing a higher level of efficiency and allows users to complete activation tasks more easily.


Naming Convention for New Activation Templates

When creating a new activation that can be used as a template, it is recommended that a naming convention be used that enables users to easily locate the correct template. One example of a naming convention might be TEMPLATE_<integrationname>_<activity/team/country>. So, if you are creating an activation template and it is for Facebook Insights for the Japan market or team, it might look like TEMPLATE_facebookinsights_japan.

After an activation has been created, it can be copied by any other user that has permissions to View Authentications as well has permissions in the segment folder.

If the user does not have View Authentications permissions, the activations copy option isn’t available in the Create New Activations dialog.

Creating an Activation Using an Existing One

If there is an existing activation that a user wants to copy for a new activation, this can be done in the Audience Studio.

  1. Open TD Console.

  2. Navigate to Audience Studio > Segments & Funnels.

  3. Select the segment you want to activate.


  4. Select the More Options menu and select Create Activation or select the Create button if this is the first activation being created for this segment.



  5. The Create New Activation dialog opens. Select the Copy from existing activation menu and scroll down to select the existing activation you want to copy. If you know the name of the activation you want to copy, you can also type it in the search box and then select it.


  6. The activation will automatically be named <ConnectorName>_activation_copy_yyyy-mm-dd. Rename the activation, if needed.


  7. All details from the copied activation automatically populate in the Details, Output Mapping and Schedule tabs. Select each tab and edit the details as needed. Learn more about editing these tabs in Activating a Segment.


  8. Select Create & Run Now to run it immediately or Create if you want to run it later.


Editing an Activation to Use an Existing One

A user can also edit an existing activation by copying another existing activation to be used instead.

  1. Open TD Console.

  2. Navigate to Audience Studio > Segments & Funnels.

  3. Select the segment, which contains the activation you would like to edit.


  4. Select the Activations tab on the right-side panel. Scroll to the activations you want to edit.

  5. Select the More Options menu for the activation and select Edit Activation.


  6. The Edit dialog opens. Select the Copy from existing activation menu and scroll down to select the existing activation you want to copy. If you know the name of the activation you want to copy, you can also type it in the search box and then select it.


  7. The activation will automatically be named <ConnectorName>_activation_copy_yyyy-mm-dd. Rename the activation if needed.


  8. All details from the copied activation automatically populate in the Details, Output Mapping and Schedule tabs. Select each tab and edit the details as needed. Learn more about editing these tabs in Activating a Segment.


  9. Select Save & Run Now to run the activation immediately or Save to run it later.









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