How To Use Audience Templates

Save time when recruiting participants by creating reusable audience templates. Instead of manually configuring the same settings for each new recruitment order, you can save your audience criteria and apply them instantly to future orders.

Saved templates are available across all projects in your workspace, making it easy to maintain consistent recruitment criteria across studies.

Save an Audience as a Template

There are two ways to save an audience as a template:

• From an existing audience
• When creating a new audience

From an Existing Audience

If you've already created an audience:

1. Navigate to Recruit > Orders
2. Find the audience you want to save and click the overflow menu (⋮)
3. Click Save as template‍
4. Enter a name for your template and save

When Creating a New Audience

If you need to create a new audience first:

1. Navigate to Recruit > Orders and click Hire participants to create a new audience
2. Select your recruitment source (e.g., User Interviews), audience type, and choose your target recruitment criteria
3. Click Next to move onto the Study Details and Confirm, then click Save & exit
4. Once your audience is created, you'll find it in Recruit > Orders, click the overflow menu (⋮), and select Save as template
5. Enter a name for your template and save

Manage Your Templates

To view or delete your saved templates:

1. Navigate to Recruit > Orders‍
2. Click the overflow menu (⋮) on any audience
3. Click View templates

From here, you can see all the templates you've created, view when each template was created, and delete any templates you no longer need.

Create an Audience from a Template

To use a saved template when creating a new audience:

1. Navigate to Recruit > Orders and click Hire participants‍
2. Select your recruitment source (e.g., User Interviews)
3. Click Create from template
4. Select the template you want to use and click Use template

Your audience settings will be pre-populated with all the criteria from your saved template – any applied filters, Study Details, and order quantities are all ready to go.