Create a segment template

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You can create custom templates that provide an initial collection of criteria to help users get started creating common types of segments more quickly.

You can create templates from within Segments or within the Segment templates. Follow the steps within Design a dynamic segment to build a segment template.

You can also save any existing segment as a template by opening the segment and then selecting Save as template from the command bar. A flyout window will appear. Add a template Name and then select Save and Close.

To view, edit, delete, or create a new segment template, go to Outbound marketing > Marketing templates > Segment templates.

For more information, see Work with segment templates.