Download Template Setup
Create Download Templates to streamline the download/export process and ensure accuracy by pre-selecting specific export data fields. Use these Download Templates to simplify the selection of data fields for common exports and downloads - these templates eliminate the task of manually selecting specific data fields for each download or export.
NOTE: Only BaseChannel Admins and Customer Admins have the permission level to create Download Templates.
To create a Download Template:
1. Under TOOLS, select Download Template Setup.
NOTE: Only BaseChannel Admins and Customer Admins have the permission level to create Download Templates.
To create a Download Template:
1. Under TOOLS, select Download Template Setup.
2. Name the template (ex: Basic Information). Select whether this Download Template should be available within the Consensus and Recency Audience View or Product View.
3. Choose the specific data points under Available Fields and click the orange arrow to move to Selected Fields. You can change the order in which the data points download/export using the "Move Up" or "Move Down" buttons.
4. Click Save.
3. Choose the specific data points under Available Fields and click the orange arrow to move to Selected Fields. You can change the order in which the data points download/export using the "Move Up" or "Move Down" buttons.
4. Click Save.
5. Edit or delete a Download Template by clicking on the pencil icon or the red 'X'.
For information on using your Download Templates when you are downloading or exporting records, click HERE.