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Gainsight Inc.

Design Templates in Data Designer

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

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IMPORTANT - Articles Impacted due to 6.34 October NXT Release

Due to the v6.34 October, 2022 release, this article has been impacted. Steps, images, and playable GIFs in this article will soon be updated to reflect the latest changes.

For more information about the latest UI changes, click here.

 

This article walks you through the Design Template functionality and how admins can leverage this to reduce repetitive tasks.

Overview

Admins can save the common preparation steps as a Design Template in Data Designer. The Design Templates can be modified to create new designs which reduces time and effort to create design from scratch.

Business Use Case: Assume that an admin creates a design for Journey Orchestrator on accounts with no interactions in three months.Admin can save this design as a Design Template and use it in the future if a similar design is needed for a six-month period.

Navigate to Administration > Data Designer to save an existing design as a Design Template (or) to create a new Design Template.

Create a Design Template

Design Templates can be created in following ways:

  • Create a Dataset and save it as a Design Template.
  • Create a new Design Template.
  • Save an Existing Design as Design Template

Create a Dataset and Save as Design Template

To create a Design Template, first create a Dataset.

For information on how to create a Dataset, refer to the Create Datasets in Data Designer article in the Additional Resource section.

To save this dataset as a Design Template:

  1. In the Preparation stage, click Save As. Save As Design Template dialog is displayed.
  2. From the Save as Design Template dialog, select one of the following two options:
    • To save it as a new Design Template, select Save as New, enter the name of the template, and click Save Template.
  • To update an existing template, select Update Existing, select a template from the dropdown and click Save Template.

Create New Design Template

A basic dataset design that has common steps can be created and saved as a new Design Template from the Template tab.

To create the Design Template:

  1. Navigate to Administration > Data Designer > Template tab.
  2. In the Template tab, click New Template. The Details page is displayed.
  3. In the Design Template Name, enter the name of the template.
  4. (Optional) In the Description box, enter the description of the template.
  5. Click Prepare. The Preparation page is displayed.
    Note: Perform the steps to create a dataset as mentioned in the Create Datasets in Data Designer article. Refer to the article from Additional Resource section.
  6. Click Save.

The new Design Template will be listed in the Template tab.

Save an Existing Design as Design Template

To save an existing design as a Design Template:

  1. Navigate to the Data Designer > Design tab.
  2. Click the three-vertical dots menu of the Design and select Edit.
  3. In the Preparation stage, click Save As.
  4. From the Save as Design Template dialog, select one of the following two options:
    • To save it as a new Design Template, select Save as New, enter the name of the template, and click Save Template.
  • To update an existing template, select Update Existing, select a template from the dropdown and click Save Template.

Edit Design Template

To edit a Design Template:

  1. Navigate to Administration > Data Designer > Template tab.
  2. Click the three-vertical dots menu of the template and select Edit.
  3. Modify the template as required.
  4. Click Save.

Use Design Template as Data Source

To use a Design Template as a source for creating a new dataset that has common steps:

  1. Navigate to Data Designer > Design tab.
  2. Click New Design. The Details page is displayed.
  3. Enter the following information in the Details tab:
    • In the Design Name, enter the name of the design.
    • From the Select Folder dropdown, select the folder in which you want to add this design which you have created in the Designs Listing page.
      For more information on how to create a folder, refer to the Design and Template Listing Page article in the Additional Resource section.
    • (Optional) In the Description box, provide the description of the design.
  4. Click Prepare. The Preparation page is displayed.
  5. From the Data Source dropdown, select a Design Template as source. A list of Design Templates is displayed.
  6. Drag and drop the required Design template into the Preparation screen.
  7. Use the Design Template to create new datasets as required.

If the Design Template selected is a wrong design, click Undo  to remove the template.

Additional Resources