Review the following topics to learn how to edit, publish, and delete an activation template.
Data Engineers typically change activation templates. To make changes, you must have Full Access permissions to Activation Templates and View or Full permissions to Integrations Hub.
This topic includes:
- Edit an Activation Template
- How Template Changes Affect Existing Activations
- Publish an Activation Template
- Duplicate/Move an Activation Template
- Delete an Activation Template
- Choose one of the following:
- Select the root folder of a parent segment, and then select Assets.
- Right-click an existing template and select Edit Activation Template or Edit Template.
- To edit a batch or batch journey activation template, make the desired changes in the pop-up windows and select Update.
| Template Actions | Results |
|---|---|
| Edit unlocked/locked fields | Any edits to an activation template will also update the activations created from the template. Locked fields : Changes are reflected in the activations created from the template. Unlocked fields : Any updates are not applied to the activations created from the template. |
| Update schedules | If you change a schedule from Does not repeat to a new repeat frequency, the activations created from the template will not be modified. |
- Right-click the activation template and select Publish template. Alternately, select the ellipses menu (...) on the top right and select Publish template.
- Select Publish on the pop-up window.
After you publish an activation template, the status changes to Published. You cannot change unlocked fields to locked fields or change a published template back to the Public Status.
You can duplicate and move activation templates to a different folder within a parent segment.
Treasure Data will only display folders that have edit access.
- Right-mouse-click the activation template and select Duplicate. Alternately, select the ellipses menu (...) on the top right and select Duplicate.
- Complete the form.
| Field | Action |
|---|---|
| Name | Change the default (Copy) name to something more meaningful. |
| Duplication folder | Select a single folder from the drop-down list. Only folders in the parent segment that have edit access will display. |
| Description | (Optional) Enter a description of the activation template. |
- Select Duplicate.
If you are deleting a Journey activation template, it must be in the draft or published stage.
- Right-click the activation template and select Delete. Alternately, select the ellipses menu (...) on the top right and select Delete template.
- Select Delete.
If an activation template has already been used to create activations, a message displays asking you to 'Enter the number of activations that will fail because of this deletion'. Enter the number displayed in the message and select Delete.
