Say Goodbye to Data Silos: How Data Relationships Bring Your Templates Together

If your data feels like it lives on a collection of isolated islands, you are not alone. Many teams work across separate templates and rely on complex workarounds just to connect the dots between related datasets. It is time-consuming, frustrating, and makes it nearly impossible to see the full picture of how your data relates across workflows.

That is exactly the problem Claravine set out to solve with our latest feature: Data Relationships.

What Are Data Relationships?

Data Relationships give administrators the ability to connect up to 8 templates based on shared values. For example, you can use a shared Campaign ID to link an Ad Set directly to a Campaign, creating a clear, traceable connection between related data points.

The feature introduces a new object called a View. Think of a View as a bridge that ties your separate workflows into one cohesive ecosystem. Importantly, this new layer of connectivity sits on top of your existing setup. It does not change or disrupt the template behavior your teams already depend on.

3 Three Reasons Your Team Will Love It

Setting up a View unlocks meaningful benefits right away.

1. Seamless Navigation. Jump directly between connected datasets within any View the dataset is in. No more hunting through separate files or toggling between tabs to find what you need.
2. Streamlined Exports. Analytics teams can export related data in a single batch, simplifying downstream reporting. Each column header in an export includes the template name, followed by the field name, so there is never any confusion about where data came from.
3. Continued Advancements: And we’re just getting started — we’re actively working on making navigation, data translation, and data extraction even easier across connected relationships, with more improvements on the way this year.

How to Set Up Your First View

Getting started is straightforward. Here is a step-by-step walkthrough.

Step 1:

• Get it enabled. Data Relationships is available to all Claravine customers, but an administrator will need to turn it on via a feature flag after defining a use case.

Step 2:

• Navigate to Structures. Once enabled, you will notice that the “Templates” section in your main navigation has been renamed to “Structures.” This is where you will find the new View object.

Step 3:

• Before building your connections, make sure each template you want to connect has a shared field defined. In the field setup of each template, there is a spot where this is configured — this is what enables the relationship to work. A quick way to do this is by using the same field from a field set across multiple templates, which also ensures consistent governance. That said, it isn’t required — you just need a common value that can be mapped between templates.

Step 4:

• Now you’re ready to build your connections. You can connect up to eight templates in a single relationship. When setting this up, ensure you have a key value in the child template that maps back to the parent, such as a shared Media Platform ID.

Step 5:

• Start with the most granular template. This is the most important step for a clean setup. When creating your View, always identify the most granular template first. For a standard media integration, that means starting with your Ad template, followed by Ad Set, and then Campaign.

Step 6:

• When exporting, all fields from your selected templates are included automatically. You can toggle visibility on and off to choose exactly what you want to see, including row-level properties like submission names and dates.

What Is Coming Next?

Data Relationships is a foundational step toward building a true Data Dictionary within Claravine, and the roadmap ahead is exciting.

The rollout began in January 2026, giving you the ability to create Views, navigate between datasets, and export related data. In Q1 2026, expect a dedicated Views landing page and the ability to send outbound data streams directly from related templates. This is just the beginning of a much smarter, more connected Claravine platform.

Are you ready to get started? Reach out to your administrator or contact the Claravine team to get Data Relationships enabled for your organization.