Activation templates change over time as integrations, campaigns, and team needs evolve. This page shows you how to edit, publish, duplicate, move, and delete an activation template, how template changes propagate to the activations created from it, and how to switch an existing activation to a different 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.
- 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.
|
| 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. |
You can point an existing activation to a different activation template — for example, when you replace an old template with a new one and want the activations created from the old template to follow the new one. Edit the activation — for example, using the Edit activation action on the Activations Overview page — and select the new template in the Activation template field (see Enter Activation Details). When you save, the new template's locked fields and their values apply to the activation, and future changes to the new template's locked fields propagate to the activation as described in How Template Changes Affect Existing Activations.
The template you switch to must meet the following conditions:
- The template is in the same parent segment as the activation.
- The template type matches the activation type (batch or batch journey).
- You can view the template in Audience Studio — folder and Activation Template permissions apply.
- The activation exports at most one behavior table. Activations with multiple behavior tables do not support activation templates.
Treasure AI does not migrate activations between templates automatically, and there is no bulk operation in the console: update each activation individually. To switch templates for many activations programmatically, use the Update Activation API, which accepts a new activationTemplateId.
- 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 Draft status.
You can duplicate and move activation templates to a different folder within a parent segment.
Treasure AI 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.
