Create an Account Template

Account Templates give every Account the same structure while keeping its data specific to that Account. Build one for a repeatable view, then publish it to all Accounts, Accounts in selected Segments, or specific Accounts.

Create an Account Template

If you are an admin, start in Operations. This is where your team creates and manages Account Templates.

Create New Lens dialog with Account Lens Template selected
  1. Open Operations, then select Lens Templates.
  2. Select New Lens Template.
  3. Enter a name and an optional description that helps other admins understand when to use the template.
  4. For Scope, select Account Lens Template.
  5. Select Create.
You cannot change the Scope after you create the template. If you choose the wrong Scope, create a new template.

Choose a Preview Account

Choose a Preview Account so you can work with real customer data while you build the template.

Account Template builder with the Preview Account control
  1. Select Preview Account.
  2. Search for and choose an Account.

The Preview Account supplies data while you build. It does not decide which Accounts receive the template when you publish it.

Build the Template

Add the Frames, layout, and styling that you want every assigned Account to share. You can configure Frame content and style, arrange the layout, choose a Lens background, and add labels to organize the view. Select Save when the template is ready.

Publish the Account Template

Publish the template when it is ready to appear on Account Profiles.

  1. Open Lens actions, then select Publish.
  2. Choose which Accounts receive the template:
    • All Accounts: Publish it to every Account.
    • Accounts in Segments: Select one or more Account Segments.
    • Select Specific Accounts: Search for and select individual Accounts.
  3. Select Publish.

To change the audience later, open Lens actions, select Edit Publishing, then update the Accounts and select Save. Select Unpublish to remove the template from its assigned Accounts.

FAQs

Why do I not see data after I create the template?

Choose a Preview Account, then add a Frame. The template uses the selected Account's data while you build.

Does choosing a Preview Account publish the template to that Account?

No. Publishing is a separate step where you choose all Accounts, Accounts in selected Segments, or specific Accounts.

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