A template fixes the shape of an export — which columns appear, in what order. Using one means every file you send looks the same, whoever produced it.
Using A Template
Open the campaign and click Export.
On the Units tab, choose one from Select Template.
Click Export.
The file follows the template's layout rather than your grid.
Why Templates Beat Grid Columns
Both control your export's columns, and templates are the safer default for anything client-facing.
Approach | Behaviour |
Template | Fixed. The same columns every time, regardless of how your grid is currently set up. |
Use grid columns | Variable. Whatever your grid shows at that moment, including supplier costs and margin if those are on. |
*Note: A client-facing template is the single best safeguard against sending margin out by accident. Choose the template and you cannot leak a column you forgot to hide.
Managing Your Templates
A Manage Templates link sits beside the template picker, which is where your organisation's templates are listed.
Templates belong to your organisation rather than to an individual, so one set up well serves everyone.
Getting A Template Built
If you need a layout that does not exist yet — a particular column order for a client, or a format their system expects — contact your AdQuick representative. Custom export templates are set up for you rather than built in the interface.
Worth having ready before you need it. The templates most teams ask for:
A client-facing layout with no supplier costs or margin.
An internal layout with everything, for reviewing a buy.
A layout matching a specific client's own reporting format.