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Templates

AudiencePlatform admins, Marketers
Prerequisites
  • A saved audience
  • A configured sync
  • Or a saved journey

Templates let you reuse common logic across audiences, syncs, and journeys--helping you reduce manual setup—especially for recurring targeting strategies or multi-team workflows.


Learning objectives

After reading this article, you'll know how to:

  • Create audience, sync, and journey templates
  • Apply templates to new audiences, syncs, or journeys
  • Standardize workflows across teams

Types of Templates

Templates are reusable components in Customer Studio. There are three types:

Template typeWhat it storesWhere it’s used
Audience templatesFilter conditions, traits, and event logicAudience builder
Sync templatesDestination, identifiers, sync frequency, and behaviorSync setup
Journey templatesWorkflow steps and logicJourney builders
Templates are workspace-wide and can be created by platform admins or users with appropriate permissions.

Use cases

Use caseExample
Standardized targetingCreate an audience template for “High-value cart abandoners” used across channels
Faster setupPrefill sync fields for destinations with consistent matching settings
Cross-team coordinationLet marketers safely reuse logic built by analysts or engineers

Audience templates

Create an audience template

  1. Go to Customer Studio → Templates → Audience templates

  2. Click Add audience template

    Add audience templates

  3. Select a parent model

  4. Define filters, traits, or events like you would when building a normal audience

Define audience

  • Leave blank fields where customization is expected—users will be prompted to fill these when applying the template
  1. Name the template and optionally add a description

  2. Click Finish

Finish audience

Apply an audience template

To use an audience template:

  1. Go to Customer Studio → Audiences

  2. Click Add Audience and select a parent model

  3. Open the 3-dot menu and click Add a template (or select a template beneath Start with an audience template)

Appy audience template

  1. Select a template with a matching parent model

  2. Fill in any required blanks (highlighted in blue)

  3. Save and finish editing as needed

You can apply more than one audience template to the same audience. Filter logic from each will be combined.

Sync templates

When managing many audiences, it can become tedious to recreate the same sync configuration each time. For example, you may want to sync several Lookalike audiences to Facebook. Hightouch offers a tool called sync templates to streamline your audience sync setup.

Sync templates let you define sync configuration settings once for a particular destination. You create the sync template and then use it to add syncs for each audience requiring the same configuration settings and schedule. You can also use multiple templates for an audience if you're sending it to several destinations.

Create a sync template

  1. Go to Customer Studio → Templates → Sync templates
  2. Click Add sync template
    Add sync template
  3. Choose a parent model
  4. Select a destination and configure the sync settings. Follow individual destination configuration instructions →
  5. Click Save

You can now use the sync template for multiple audience syncs.

Apply a sync template to an audience

You can only use sync templates for audiences derived from the same parent model as the sync template.

  1. Go to Customer Studio → Audiences
  2. Select an audience
  3. Click Add and choose Sync from the dropdown

Add syncs

  1. In the modal, select one or more Sync templates
  2. Click Add syncs

Add syncs

The sync inherits configuration and scheduling from the template. If the template changes, those changes propagate to all derived syncs.

Unlock sync template fields

You can configure templates to leave certain fields “unlocked,” allowing users to customize them per sync.

Supported destinations include:

Contact your Customer Success team to enable unlocked fields for your workspace.

To unlock a field:

  1. Open the sync template configuration
  2. Toggle Lock this field off
    Unlock field

Some fields are dependent on others. Hover over the toggle to see dependencies.

Dependency warning

Once the template is attached to an audience, you can override unlocked fields.

Custom overrides

You can update these overrides at any time from the sync configuration.

Journey templates

Create a journey template

  1. Go to Customer Studio → Templates → Journey templates
  2. Click Add a journey template
    Add journey template
  3. Select a parent model
  4. Enter a template name and optionally add a description
  5. Click Create template

Add journey template

Use a journey template

  1. Go to Customer Studio → Audiences
  2. Select an audience
  3. Click Add and choose Journey from the dropdown
    Use a journey template
  4. In the modal, enter a name and optional description
  5. Click continue

Journey modal

You’ll be taken to the journey builder with the selected template pre-applied.

Best practices

  • Use templates for commonly used audiences, especially suppression groups or VIP cohorts

  • Leave placeholders in audience templates where campaign owners should customize filters

  • Use sync templates to enforce consistent identifiers and opt-out handling across destinations

  • Name templates clearly by purpose (e.g., “Klaviyo cart abandon sync” or “Loyalty email segment”)

What’s next?

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Last updated: Jul 30, 2025

On this page
  • Learning objectives
  • Types of Templates
  • Audience templates
  • Create an audience template
  • Apply an audience template
  • Sync templates
  • Create a sync template
  • Apply a sync template to an audience
  • Journey templates
  • Create a journey template
  • Use a journey template
  • Best practices
  • What’s next?

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