> ## Documentation Index
> Fetch the complete documentation index at: https://strella-7d79fa26-mintlify-8c581790.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

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

## 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.

<Tabs>
  <Tab title="From an Existing Audience">
    Use this path when you have a completed or in-progress order whose settings you want to reuse.

    <Steps>
      <Step title="Go to Orders">
        Navigate to **Recruit → Orders**.
      </Step>

      <Step title="Open the overflow menu">
        Find the audience order you want to save and click the **⋮** overflow menu on that row.
      </Step>

      <Step title="Save as template">
        Click **Save as template**.
      </Step>

      <Step title="Name and save">
        Enter a descriptive name for your template so you can identify it later, then click **Save**.
      </Step>
    </Steps>
  </Tab>

  <Tab title="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.

    <Steps>
      <Step title="Start a new order">
        Navigate to **Recruit → Orders** and click **Hire participants**.
      </Step>

      <Step title="Configure your audience">
        Select your recruitment source (e.g., User Interviews), choose your audience type, and apply your target filters.
      </Step>

      <Step title="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.
      </Step>

      <Step title="Save as template from Orders">
        Back in **Recruit → Orders**, find the order you just created, click the **⋮** overflow menu, and select **Save as template**.
      </Step>

      <Step title="Name and save">
        Enter a name for the template and click **Save**.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Manage your templates

To view or delete saved templates:

<Steps>
  <Step title="Go to Orders">
    Navigate to **Recruit → Orders**.
  </Step>

  <Step title="Open the overflow menu">
    Click the **⋮** overflow menu on any audience order.
  </Step>

  <Step title="View templates">
    Click **View templates** to open a list of all templates in your workspace.
  </Step>
</Steps>

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

<Steps>
  <Step title="Start a new order">
    Navigate to **Recruit → Orders** and click **Hire participants**.
  </Step>

  <Step title="Select your recruitment source">
    Choose the panel provider you want to use for this order (e.g., User Interviews).
  </Step>

  <Step title="Click Create from template">
    Instead of configuring filters manually, click **Create from template**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  **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.
</Warning>

## Frequently asked questions

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>