Tip of the Week #3 - Use Design Templates

Did you know you can save a dataset from Rules Engine or Data Designer 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!

In Rules or DD:

1. Build out your dataset/logic

2. Click "⭐ Save As"

3. Save as New → Name it → Save Template

Then to use in another Rule or DD:

1. Data Source dropdown → Design Template

2. Drag your template onto the screen

Time saved! Have you ever used this feature in Gainsight?