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Templates are the backbone of Insycle. When you alter settings in any module, you can save them as a template. Then, you can load that template at any point in the future, or even schedule the template for automation.

Templates allow you to create pre-defined processes for fixing common data issues in your CRM. Then, you can organize those templates into Recipes, which are a collection of related templates to improve organization.

Summary

Every Insycle module runs using templates. A template is a process of steps and settings that are executed at the module level. For instance, you might have a template for merging companies by name and domain name.

Insycle includes both pre-built templates (for popular use cases) as well as custom templates that you can build to solve specific data issues within your organization.

You can view the template name at the top of each module screen, along with who created the template.

Pre-Built Default Templates

All modules within Insycle include pre-built templates to solve common data issues. These templates may be common use cases for any company or may be specific to the CRM that you have connected with Insycle. For example, Salesforce and HubSpot offer different pre-built templates due to differences in the platforms.

For instance, here are some pre-built templates included in the Merge Duplicates module for HubSpot.

 

Different platforms (like Salesforce, Intercom, Pipedrive, etc.) will have similar templates, but may differ in name based on differences in object and field names in the respective CRMs.

Pre-built templates are available in every module within Insycle.

  ⓘ Default Templates Can Not Be Edited

You cannot make changes to a default template directly. When you modify a default template and save it, the template will be given a new name, following this convention "My [Template Name]".

Building Custom Templates

Building templates is different in every module within Insycle. Because a template encompasses all saved settings, every setting on a page becomes part of the template when it is saved.

To learn more about building templates for specific modules within Insycle, please refer to the Module Overviews section of the help center to learn more about how each module works, and what kind of settings are a part of the templates for that module.

Let's look at an example from the Merge Duplicates module. This module includes several sections where you can update settings, which will become part of the Template once it is saved.

First, you have the "Find Duplicates" section, where you set the matching rules. When saved, all settings here become part of your template.

 

Additionally, in the Merge Duplicates module, you also set the "Master Selection" rules, which tells Insycle how to determine which record all other duplicates will merge into.

bulk master selection

 

When you go to run the module, you also choose whether to run the operation in Update Mode or Preview Mode. This too becomes part of the template. So if you save your template in Preview Mode, it will forever run in preview mode until the template is updated.

merge duplicates preview and review

 

You can add custom rules to many template sections within all modules within Insycle.

A good rule of thumb to follow is that any setting on the module page becomes part of the template once the template is saved.

Remember to Save Your Template

After building custom templates you have to save them for them to be available later. If you do not save them, Insycle will not remember your settings and the template will need to be rebuilt.

Saving Templates

Saving templates within Insycle is easy. 

Set up your template settings. You can build your template from scratch, or use a pre-built template as a starting point, customizing it as necessary.

Once you are satisfied with how the operation runs, you can save your settings as a template for future use by clicking on the "+" and "Save" buttons on the Template Menu.

templates

 

Copying and Cloning Templates

Often, you'll want to copy an existing template to edit it for a new task, but do not want to edit the old template.

Insycle makes it easy to copy or clone templates. Simply select the "Copy Template" button from the template menu. These buttons are located near the upper right hand corner of your screen.

copy template

 

When you copy a template, it is automatically saved. Then you may want to rename the template. See blow.

Renaming Templates

To rename a template, click the "Rename Template" icon button, which is a pencil, in the template menu. This is located on the upper right hand corner of your screen.

renaming templates

 

Who Can Access My Templates?

By default, templates are global for your company account, but can be limited for specific users through permissions.

When you create a template in a module, every Insycle user from your company that also has access to the module where the template is saved, can access and use the template. If a user does not have permissions set to access a specific module, they also cannot access the templates associated with that module.

To learn more about permissions, see User Roles & Permissions.

Searching for Templates

Between eight modules and additional features, sometimes it can be difficult to find the right module and template to perform a specific task.

Insycle's advanced search bar takes care of this problem. When you log in to Insycle, the search bar appears on the main dashboard screen. This is where the magic happens.

search bar location

 

You can search Insycle for relevant templates and recipes for your issues and use cases. This includes both default templates that are available in Insycle as well as custom templates that you create.

search

 

To learn more, see Search Templates and Recipes.

Templates and Automation

Templates can be scheduled to run automatically in some modules within Insycle. When clicking the button to run the module, you'll be presented with a series of sets for configuring the run.

In the third step, you'll have the option to run the template one-time immediately (Run Now), or schedule it to run automatically on an hourly, daily, weekly, or monthly basis (Automate).

merge duplicates automation

 

Once a template has been scheduled for automation, it will continue to run automatically until it is manually deactivated.

To view existing scheduled automations, click the "Automation" page on the left-hand navigation menu.

automation page

 

On this page, you can see all currently scheduled automations. Additionally, you can see if the automation is active, and whether or not it was set up in Preview Mode or Update Mode. Here, you'll find the template as well. Clicking the template name will take you to the correct module with the template loaded.

 

To learn more, see Automation and Manual Operations.

Templates and the Customer Data Health Assessment

The Data Health Assessment surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them.

The Customer Data Health Assessment uses Insycle templates to track these issues.

 

When you create custom templates in Insycle, they can be added to your Health Assessment, allowing you to track issues that are unique to your organization.

To add a custom Template to your Health Assessment, navigate to the module page and load the template. On the Template menu, you'll find a button that you can toggle on and off to add the template to your Health Assessment.

health assessment toggle

 

When the button is toggled green, the template has been added to the Health Assessment.

To learn more, see Customer Data Health Assessment.

Templates and Recipes

Recipes are a sequence of templates that have been chained together.

For example, you might tie multiple templates together that deduplicate contacts, format names, format phone numbers, associate them to companies, and standardize their address. Recipes are extremely powerful.

recipes

 

Recipes are ideal for creating processes for your team to follow and can also be used to create powerful automation using HubSpot Workflows.

You can find Recipes on your left menu.

Recipes


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