Quick Tip #3 - Save a Dataset as a Template

Have you ever spent a lot of time building something in Data Designer and then realized you need to build a rule with the exact same logic? Good news - you can just use a design template!

Create the Template

In Rules or Data Designer:

1. Build out your dataset/logic
2. Click Save As
3. Save as New -> Name it -> Save Template

Use your Template

In Rules or Data Designer:

1. Data source dropdown -> Design Template
2. Drag your template onto the screen

Time saved! Have you ever used this feature?