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Create an Activation Template

Create an activation template to define reusable activation configuration logic, including channel selections, source priority, contact point filters, enrichment data, and membership filtering. Apply this configuration when creating new activations or reference it in segment-triggered flows. Templates are created based on the combination of DMO and the activation destination, which allows you to reuse the same template across all activation targets for a given destination.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.

Before you create a template, make sure:

  • The Data 360 org has at least one data space configured.
  • The data model objects (DMOs) relevant to your activation are mapped.
User Permissions Needed
To create an activation template:

Any one of these permission sets:

  • Data Cloud Architect
  • Data Cloud Activation Manager
  • Data Cloud Activation Specialist
  1. In Data 360, go to Activations and click New.
  2. Select Template and click Continue.
  3. Select a data space.
  4. Select a data model object (DMO), such as Individual or Unified Individual.
    You can apply the template only to activations or flows that use the same DMO.
  5. Select the activation platform.
    Choose the platform type that matches your activation destinations, for example, Marketing Cloud, Data Cloud, S3, Ecosystem, or Ad Audiences partner targets.
  6. Click Next.
  7. Select the contact points to include in the template, such as email, phone (SMS), or WhatsApp.
  8. (Optional) For each contact point, click Edit to define the source priority order.
    1. Click Add Another Source.
    2. Select a source (for example, Amazon S3) and specify a source object, such as Lead, Prospect, or Customer, to prioritize specific record types.
    3. Arrange the rows in the source priority table so that higher-priority sources appear first.
  9. (Optional) Click Add Filters for a contact point to define filter criteria applied to contact point DMOs or consent DMOs.
    1. Click Next.
    2. For each contact point, click Add Filters to add contact point filters.
    3. Drag attributes from the attribute library to the canvas. Use attributes from contact point DMOs or consent DMOs (for example, to add GDPR or messaging consent filters).
    4. Define the filter criteria. To apply nested logic, use AND or OR operators. You can nest up to three levels.
    5. Click Done.
  10. (Optional) Configure activation membership filtering to define criteria for which segment members are included.
    1. Under Activation Membership, click Add Filters.
    2. Drag attributes from the list to the canvas and define the filter criteria.
    3. Click Save.
  11. (Optional) To include direct or related attributes in the template, click Add Attributes.
    1. Drag up to 100 attributes to the canvas.
    2. (Optional) For each selected DMO, click Add Filters to apply attribute-level filters. Drag attributes from the attribute library to the canvas, define the filter criteria, and use AND or OR operators for nested logic up to three levels.
    3. Click Done, and then click Save.
  12. For each selected DMO, set the attribute limits.
    1. Select the maximum attribute values to include per contact point.
    2. Select how to sort the attribute data.
  13. Click Next.
  14. Enter a name and description for your template.
  15. Click Save.

After you save the activation template, you can choose it when creating activations to supported platforms and DMOs. You can also use it in segment-triggered flows.

To use the template when creating an activation, see Use an Activation Template When Creating an Activation.