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            Create a Reusable Template for Contact Point Selection

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            Create a Reusable Template for Contact Point Selection

            Create an activation template to define a reusable contact point selection logic that segment-triggered flows can reference. Templates store channel selections, source priority configuration, and contact point filters in a single, reusable configuration.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            Permission Sets Needed
            To create a segment:

            Any one of these permission sets:

            • Data Cloud Architect
            • Data Cloud Activation Manager
            • Data Cloud Activation Specialist
            1. Navigate to the Activations tab and click New.
            2. Select Template and click Continue.
            3. Select a data space.
              You must associate all templates with a specific data space.
            4. Select a data model object (DMO), such as Individual or Unified Individual. You can apply the template only on segment-triggered flows by using the same DMO.
            5. Select Data Cloud for Platform.
            6. Click Next.
            7. Select the contact points to include in the template, such as email or phone.
            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, Salesforce CRM) and specify a source object. For example, select Lead, Prospect, or Customer to prioritize specific record types.
            9. (Optional) Click Add Filters for a contact point to refine the attributes included in the activation.
            10. Click Next.
            11. Enter a name and description for your template.
            12. Click Save.

            After you save the activation template, segment-triggered flows can reference it.

             
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