Save and Reuse Audience Templates Across Your Projects

Stop reconfiguring filters for every study. Save your targeting criteria once and apply them instantly to any future panel order across your workspace.

If you recruit from the same type of participant across multiple studies, audience templates eliminate the need to reconfigure filters every time. Save your targeting criteria once—audience type, filters, study details, and order quantities—and apply them to any future order in your workspace with a single click.

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

Save an audience as a template

There are two ways to create a template: from an audience you’ve already set up, or by building a new one specifically to save.

From an Existing Audience

Use this path when you have a completed or in-progress order whose settings you want to reuse.

1. Go to Orders

   Navigate to Recruit → Orders.

2. Open the overflow menu

   Find the audience order you want to save and click the ⋮ overflow menu on that row.

3. Save as template

   Click Save as template.

4. Name and save

   Enter a descriptive name for your template so you can identify it later, then click Save.

When Creating a New Audience

Use this path when you don’t have an existing order and want to build one from scratch to use as a template baseline.

1. Start a new order

   Navigate to Recruit → Orders and click Hire participants.

2. Configure your audience

   Select your recruitment source (e.g., User Interviews), choose your audience type, and apply your target filters.

3. Complete study details and save

   Click Next to move through the Study Details and Confirm steps, then click Save & exit to save the order without checking out.

4. Save as template from Orders

   Back in Recruit → Orders, find the order you just created, click the ⋮ overflow menu, and select Save as template.

5. Name and save

   Enter a name for the template and click Save.

Manage your templates

To view or delete saved templates:

1. Go to Orders

   Navigate to Recruit → Orders.

2. Open the overflow menu

   Click the ⋮ overflow menu on any audience order.

3. View templates

   Click View templates to open a list of all templates in your workspace.

From the templates list you can:

• See all templates you’ve created
• Check when each template was originally saved
• Delete any template you no longer need

Create an audience from a template

1. Start a new order

   Navigate to Recruit → Orders and click Hire participants.

2. Select your recruitment source

   Choose the panel provider you want to use for this order (e.g., User Interviews).

3. Click Create from template

   Instead of configuring filters manually, click Create from template.

4. Select and apply

   Choose the template you want to use and click Use template. Your audience settings—filters, study details, and order quantities—will be pre-populated automatically.

Templates are panel-specific. A template saved from a User Interviews order can only be applied to future User Interviews orders. Likewise, a Respondent.io template only works for Respondent.io orders. Make sure the recruitment source you select in Step 2 matches the source the template was originally created from.

Frequently asked questions

Can I share templates with teammates in my workspace?

Yes. Templates are saved at the workspace level, so every member of your workspace can see and use them when creating a new audience order.

Can I edit a template after saving it?

Templates cannot be edited directly. To update a template, create a new audience with your revised settings, save it as a new template, and delete the outdated one from the View templates menu.

What happens to my template if I delete the original order?

Deleting an order does not delete any templates that were saved from it. Templates persist independently in your workspace until you manually delete them.