The Templates Library, located under the Social tab, is a powerful tool that allows users to save, share, and reuse social media post templates. It streamlines content creation and promotes brand consistency, especially across large or distributed teams.

Access & Permissions

Access to the Templates Library depends on user permissions:

• Users with Digital Asset Management permission: Can create, manage, and organize social post templates and folders.
• Users without Digital Asset Management: Can only view and use templates that have been made available to locations they have access to.

Creating Social Post Templates

There are three ways to create a social post template:

1. From the Templates Tab: Navigate to the Templates tab and click New Template.
2. When Creating a New Post: Click Save as Template before publishing.
3. From an Existing Post: Open an existing post and select Save as Template.

Template Settings

When saving a post as a template, you’ll be prompted to fill in the following:

• Template Name
• Description
• Folder – You can select an existing folder or type a new name and click Create New.
• Locations – Select the locations where the template will be available.
• Visibility – Choose between Visible (accessible to other users) or Hidden (Data Asset Management users only).
• Time Range – Define when the template should be available for use.

Managing Templates and Folders

All templates are stored in the Templates tab and are organized into folders. When creating a new folder, you'll define:

• Folder Name
• Description
• Visibility:
• Visible – Accessible to all users with appropriate location access.
• Hidden – Only visible to other Data Asset Management users.

Using Templates

For Restricted Users

1. Go to the Templates tab.
2. Click the desired template.
3. A panel will appear on the right-hand side. Click Use Template to create a new post from it.

For Users with Full Rights

1. Go to the Templates tab.
2. Click on the desired template.
3. In the right-hand panel, click Actions to:
   • Use Template
   • Edit Template
   • Update Template Settings
   • Duplicate Template
   • Hide Template
   • Delete Template