Templates Overview (Google Analytics)

Rebekah Garner
Rebekah Garner
  • Updated

Templates is the area of Claravine where the Administrator or Manager combines any Patterns and Field Sets to configure the user’s Submission Table. Administrators will configure templates with the appropriate URL output, link validation, and input and output configurations.

 

Administrators and Managers with template-management permissions have the ability to view and manage Templates.

 

 

Viewing a Template

To view Template:

  1. Click Settings on the Navigation menu.

 

  1. Click Templates in the Sub-Navigation menu.

The Templates page displays.


You can view the following information about Templates:

  • Name
  • Updated Date
  • Patterns
  • Field Sets
  • Description

The sort feature is available for all columns. You can sort all columns in ascending or descending order.

 

 

Creating a Template

Define and govern Patterns, Field Sets, URL output, link validation, and input and/or output configurations to design the user’s Submission Table and processing.

For detailed instructions on creating a new template go to the Creating a Template for Google Analytics Using a Basic URL and Creating a Template for Google Analytics Using Patterns Knowledge Base articles.

 

 

Duplicating a Template

To save time in creating a Template, you can duplicate an existing Template.  This allows you to copy most of the parameters from the original Template then modify as needed.

 

To duplicate a template:

  1. On the Templates page, check the box to the left of the name of the Template you want to duplicate.


  1. Click  to duplicate the Template.

  2. The Template name defaults to “Duplicate of {Template Name}”. Edit the Template details to your preference: template name, description, folder, fields, patterns, link validations and URL parameters, inbound and outbound integrations to accommodate this Template. For detailed instructions on creating a new template go to the Creating a Template for Google Analytics Using a Basic URL and Creating a Template for Google Analytics Using Patterns  Knowledge Base articles.

  3. Click Save.
    A confirmation message displays.

 

 

Editing a Template

To edit a Template:

  1. On the Templates page, check the box to the left of the name of the Template you want to edit.

  2. Click to edit the Template.

  3. Edit the Template details to your preference: template name, description, folder, and add or remove any parameter on the Setup, Define Schema, Validate, Construct URL, or Integrate steps to accommodate this Template.

  4. Click Save Template.
        A confirmation message displays.

 

Deleting a Template

To delete a Template:

  1. On the Templates page, check the box to the left of the name of the Template you want to remove.

  2. Click Deletemceclip6.png .

    mceclip3.png If you delete a Template, the existing submissions will be deleted.

  3. A confirmation message displays.

  1. Click Confirm.

 

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