Template

Templates

Implementation recipes for every persona.

Pre-built segment definitions, validation gates, and export mappings you can launch in a single sprint.

Inside this template

Everything you need to evaluate this template.

segment definitions

Segment definitions

Each template ships with rule-based segments tuned to a specific industry and function.

validation gates

Validation gates

Templates enforce list hygiene checks before any audience reaches activation.

export mappings

Export mappings

Field mappings are pre-wired to common CRM and ad-platform destinations.

Encrypted in transit and at restRole-based workspace permissionsNever pooled, cross-matched, or resoldDeleting a workspace deletes the data

Questions people ask

Can I customize a template after launch?

Yes — templates are starting points. Every rule, threshold, and mapping is editable once it's in your workspace.

Do templates require a specific plan?

Templates are available on every plan; your plan's resolution credits and contact limits still apply.

How is this different from building a segment from scratch?

Templates pre-fill the rule logic, validation gates, and destination mappings, so you start from a working setup instead of a blank canvas.

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Next steps

Bring a list and ship your first audience workflow.

Upload a CSV or paste contacts to see identity resolution, scoring, and list health in under ten minutes.