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Creating an activation te...
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Creating an Activation Template

Data Engineers typically create activation templates.

Here are some things you need to understand before you create an activation template:

  • Template Creation/Modification: Your activation template policy permissions determine whether you can create and modify activation templates:

  • Template Inheritance :

    • Edit : If you change locked fields in a published template, the edits apply to all existing and future activations based on the template without informing marketers. (Changes to unlocked fields are not applied to the template.)
    • Delete : If you delete a template, all activations that use the template will fail.
    • Authentication Expiration or Failure : If an authentication in a template is not valid, all activations created from the template fail.

This topic includes:

Create an Activation Template

  1. Open TD Console.

  2. Navigate to Audience Studio.

  3. Select a parent segment and a folder.

  4. Select Create new and then select Activation Template.

  5. Enter a name and an optional description.

  6. Select a type:

  • Batch : Export segment data and segment stages.
  • Batch Journey : Export journey data and journey stages.

  1. Select Next.

Complete a Batch Activation Template

Enter Batch Activation Template Details​

  1. Create a new authentication for your batch activation template.

  1. Enter an activation template name and optional description.
  2. Enable Activation Actions to add activation actions to your template. You can also lock this field by selecting Lock Activation Actions.
  3. Select the checkboxes on the left of the fields you want to lock and select Lock Selected Fields.

The Authentication box is automatically checked; a marketer cannot override this field.

  1. Select Next.

Define Batch Activation Template Output Mapping

  1. In the left panel, select Output Mapping.

Export All Columns

Select Export All Columns to select all attribute columns and export them with no changes. Optionally, lock this field.

Attribute Columns

  1. Select + Add column and then select a column. You can keep the column name or change it for your output.
  2. Continue to add more columns.
  3. Choose one of the following:
  • Check the Export All Columns box to select all columns for your output.
  • Select each column that you want to output.

Behavior Columns​​

Behavior Activation must be enabled at Parent Segment level. See how to enable a behavior activation.

  1. Select + Add table and then select a table.
  2. Select + Add column then select a column. You can keep the column name or change it for your output.
  3. Select Export for the rows that you want to export.
  4. Select Order by to specify the column and configure order of the output table.
  5. If multiple number of rows will be outputted, select Formatting to configure the table row-column formatting.

String Builder

This allows you add additional strings to export if needed. See how to use string builder.

Define a Batch Activation Template Schedule

  1. Customize the schedule settings.
    See also Activation Schedule Examples.

  1. Check the Select schedules box and then select Lock schedules to lock the fields.
SectionFieldDescription
ScheduleDoes not repeatRuns one time only (default).
Repeat everyRepeat the activation every hour, day, week, or month.
StartDate/TimeSet the start date and time (up to six months in the future) using the picker. 00:00:00 marks the start of the day; 23:59:59 marks the end.
Time zoneDefaults to UTC. Select a different zone if needed.
Repeat everyRepeat everyYou must choose Weekly to configure this option.
- Repeat every hour, day, week, or month.
- Start date/time defaults to the current moment.
- When Weekly is selected, choose one or more days to run. For example, a schedule created on Tuesday, January 28, 2025 with Monday and Friday selected runs on January 31, February 3, and so on.
EndNo end dateRuns indefinitely.
DateSpecify an end date or pick one from the calendar.
Email notifications toRecipients(Optional) Choose up to 20 recipients. Begin typing to find the user's email.
- Settings copy when you duplicate an activation.
- Update the list if a recipient leaves the account to avoid sending to inactive users.
Email notifications toSuccessSend success notifications to the selected recipients.
Email notifications toFailureSend failure notifications to the selected recipients.

Even if you lock a schedule, marketers can override it.

  1. Select Create. The template has a Public Status of Draft.

Define Batch Activation Template Actions

Activation Actions enable you to run a user-defined custom workflow to execute these desired actions during activation. An instance of this workflow is triggered automatically during every activation event. Learn more about Activation Actions.

Complete a Batch Journey Activation Template

Enter Batch Journey Activation Template Details​

  1. Create a new authentication for your batch journey activation template.

  1. Select the checkboxes on the left of the fields you want to lock and select Lock Selected Fields.

The Authentication box is automatically checked; a marketer cannot override this field.

  1. Select Next.

Define Batch Journey Activation Template Output Mapping

  1. In the left panel, select Output Mapping.

The batch journey activation template supports attribute columns and string builder output mapping only.

Export All Columns

Select Export All Columns to select all attribute columns and export them with no changes. Optionally, lock this field.

Attribute Columns

  1. Select + Add column and then select a column. You can keep the column name or change it for your output.
  2. Continue to add more columns.
  3. Choose one of the following:
  • Check the Select all columns box to select all columns for your output.
  • Select each column that you want to output.

String Builder

  1. Select + Add string.
  2. In the String dropdown list, select one of the following:
  • String
  • Timestamp
  • Activation Id
  • Audience Id
  • Journey Id
  • Journey Name
  • Stage Name
  • AB Test Name

Your selection will typically display another field for you to assign a value for your choice.

  1. Repeat steps 1 and 2 to add additional strings.
  2. Choose one of the following:
  • Select all strings : Select this option to export all strings.
  • Select individual strings for export.
  1. Optionally, lock fields.

Define a Batch Journey Activation Template Schedule

  1. Customize the schedule settings.
    See also Activation Schedule Examples.

  1. Check the Select schedules box and then optionally select Lock schedules.
SectionFieldDescription
Run atCustomSet the execution time (hour, minute, second). If you choose this option, review Batch Journey Workflow Dependencies.
Run atAfter Parent Segment and Journey workflow refresh completionRecommended option that runs after parent segment and journey workflow refreshes finish.
ScheduleDailySelect the timeframe for your schedule (available only when Custom is chosen).
Timezone—Select the timezone for the activation template schedule.
Select notifications—Enable notifications and optionally lock the field.
Email notifications toRecipients(Optional) Choose up to 20 recipients. Begin typing a name to locate the email address.
- When you copy an activation, notification settings are copied too.
- Update the list if a recipient is removed from the account to prevent sending to inactive users.
Email notifications toSuccessSend success updates to the selected recipients.
Email notifications toFailureSend failure updates to the selected recipients.

Even if you lock a schedule, marketers can override it.

  1. Select Create. The template has a Public Status of Draft.

Define Batch Activation Template Actions

Activation Actions enable you to run a user-defined custom workflow to execute these desired actions during activation. An instance of this workflow is triggered automatically during every activation event. Learn more about Activation Actions.

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