Creating, using and sharing a template with the Template Library

    Discover how to easily create, utilize, and distribute customizable templates through the user-friendly Template Library feature.

    Last updated on July 15th, 2025

    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

     

    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.

     

     

     

     

     

     

     

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