Experiment templates

Experiment templates capture the configuration of an experiment. Templates include goals, metrics, audience targeting, and variants so you can reuse it for future experiments. Templates are particularly useful when you:

• Run similar experiments across different features or time periods.
• Want to enforce consistent experiment standards across your team.
• Need to quickly launch new experiments with proven configurations.
• Test variations of the same feature with different audiences.

Permissions

To create, edit, or delete experiment templates, you need the Manage Experiments permission. For more information, review Manage feature flags and feature experiments.

Template notes and caveats

• Templates are only available on Feature Experiments.
• Templates are project-specific.
• Templates can't be applied to pre-existing experiments.
• You can't convert a template back into an active experiment.
• Template changes don't sync to experiments already created from that template.

Creating templates

Create a template from an experiment

To create a template from an existing experiment:

1. Navigate to the experiment you want to save as a template.
2. Click More options (three dots) and select Use as a template.
3. Enter a Template name and optional Description.
4. Select which components to include in the template:
   • Deployment rules
   • Goals and metrics
   • User targeting rules
   • Evaluation mode and bucketing settings
5. Click Use as a template.

Your template automatically appears in the Templates library.

Create a template from the Templates library

1. Navigate to Experiments > Templates.
2. Click Create Template.
3. Enter the name you want for your template.
4. Select the project where you want the template applied. Templates can only apply to a single project.
5. Optionally, enter a description of the template.
6. Click Create.

Create an experiment from a template

To use a template when creating a new experiment:

1. From the Experiments page, click Create Experiment > Feature Experiment. For more information, go to Create a new experiment.
2. Enter information about your experiment.
3. In the Apply a template section, select the template you want from the drop-down menu.
4. Click Create.
5. Make any adjustments you want to the experiment.
6. When you ready, click Start Experiment.

The new experiment inherits the template configuration but operates independently. Changes to the template don't affect experiments that were created from it.

Manage experiment templates

View all templates

Navigate to Experiment > Templates to view your organization's template library. The Templates page shows:

• Template name and description
• Number of experiments created from this template
• Last modified date
• Goals
• Evaluation mode
• Number of segments in the template
• Bucketing type

Edit a template

1. Navigate to Experiment > Templates.
2. Click the name of the template you want to edit.
3. Modify the configuration as needed.
4. Click Save.

Changes to a template only affect future experiments created from it. Existing experiments created from the template aren't updated.

Archive a template

1. Navigate to Experiment > Templates.
2. Open the template you want to archive.
3. Click the three-dot menu icon and then click Archive.
4. Confirm the archive.

Archiving a template doesn't affect any experiments that were created from the template.

Template components

Templates can include the following experiment configurations:

Experiment settings

• Evaluation mode (local or remote)
• Bucketing unit (user or group)

Goals and metrics

For more information about defining experiment goals, go to Define your experiment's goals.

• Primary and secondary metrics
• Success and guardrail metrics
• Metric types and configurations
• Minimum detectable effects

Audience targeting

For more information about audience targeting, review Define your experiment's audience.

• Segment definitions
• Property-based targeting rules
• Geographic or demographic filters
• User ID targeting

Best practices

• Name templates descriptively: Use names that clearly indicate the template's purpose, like "Product Page Conversion Test" or "Mobile Onboarding Experiment."
• Add detailed descriptions: Include guidance on when to use the template and any special considerations.
• Review templates regularly: Archive or update templates that are outdated or no longer align with your experimentation standards.
• Start with successful experiments: Create templates from experiments that have proven configurations and clear learnings.
• Document template variations: If you create multiple similar templates, document the differences between them.