Audience Templates

Audience Templates help you quickly apply a predefined set of audience qualifications without manually selecting criteria every time.

Click to download the video

There are two types of templates:

• Default Templates
  System‑provided templates based on common market research audiences, including:
  • Census
  • Home Owners
  • Gamers
  • Full‑Time Employee
  • Parents
  • Children through Parents
  These templates are designed for commonly used targeting scenarios and help speed up project setup.
• My Templates
  Custom templates created and saved by you for frequently used audience criteria.
  • Create your own templates.
  • Reuse them across projects.
  • Edit, rename, or delete them anytime.

1. Navigate to the first page of Create Project.
2. In the Templates section you will see the list of available Default Templates.



3. Hover over a template card to:
• View the qualification criteria included in the template.
• Access the Select button.
4. Click Select to apply the template.

Once applied:

• All template criteria automatically populate in the audience qualification section.
• You can still add or remove criteria based on your project needs.
• Changes made after applying will not modify the original default template.

You can create a custom template in two ways:

• By building a custom audience from scratch.
• By starting with a default template and modifying it.

Steps to create a Template:

1. Add audience qualification criteria manually or apply a default template.



2. Customize the criteria based on your frequent use case.
3. Click the Save Template button.



4. Enter a template name when prompted.
5. Click the Check/Save button.

The system will save your template successfully.

Once saved:

• Your template will appear under My Templates.
• My Templates are displayed at the top of the template list.
• Default Templates will appear below them.

Yes, you can manage and edit your saved templates anytime.

How to manage My Templates:

• On each template card, click the three‑dots menu to access the following options:



• Rename
  Allows you to change the template name.

  

  

• Delete
  Removes the template permanently from your saved templates.

  

• Edit
  

  

  Applies the template so you can:
  • Add new criteria.
  • Remove existing criteria.
  • Update audience logic.

  

  After making changes, you can:
  • Save the changes to the same template, or
  • Save it as a new template.

  

Note: Editing a saved template does not impact any projects where the template was previously used.

• My Templates are visible only if you have saved at least one template.
• If no custom templates are available, only Default Templates will be shown.
• Changes made after applying a template only affect the current project unless explicitly saved again as a template.

• Can I modify criteria after applying a template?
  Yes. You can freely add or remove criteria after applying a template.
• Will modifying a template affect the original default template?
  No. Default templates remain unchanged.
• Can I save multiple templates?
  Yes. You can create and save multiple custom templates.
• Where can I find my saved templates?
  Your saved templates appear at the top of the Templates section on the Create Project page.
• Can I create a template using a default template?
  Yes. You can apply a default template, modify it, and save it as your own custom template.
• Can I edit and save My Template after making changes?
  Yes. You can update and save a My Template, but only the template owner can make and save modifications.