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:
- From the Templates Tab: Navigate to the Templates tab and click New Template.
- When Creating a New Post: Click Save as Template before publishing.
- 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
- Go to the Templates tab.
- Click the desired template.
- A panel will appear on the right-hand side. Click Use Template to create a new post from it.
For Users with Full Rights
- Go to the Templates tab.
- Click on the desired template.
- In the right-hand panel, click Actions to:
- Use Template
- Edit Template
- Update Template Settings
- Duplicate Template
- Hide Template
- Delete Template
Tip
The Templates Library is especially valuable for Enterprise customers. It enables centralized teams to distribute brand-compliant content and visuals, making it easier for franchisees, regional teams, or local managers to maintain a consistent and professional presence on social media.