Designing a Template

Marketing Template Admins have sole access to create and design Templates for other users. 

This article will focus on the editing and design elements of Marketing Template creation, but you can also read more on creating and publishing a Template here. You can read about locking elements of a template within configuration mode here.

• Editing Basics
• Text Tools
• Image Tools
• Background
• Shapes and Icons

Editing Basics

      1.  Editing Menu: This area allows you to change the project name and create and edit the text and background, as well as add images or shapes. You can also apply an existing template into the editing view.

      2. Project View: You can adjust the size and orientation of elements manually as allowed within this area

      3. Project Page View: Clicking the menu shows you all pages for the project and allows you to add additional pages for further vendor or venue details or other purposes.

You can also select the locking icon to switch between locking modes to control and review which elements users will have access to edit. You can read about locking elements of a template within configuration mode here.

      4. Top Right Menu allows you to do the following:

           a. Save to Library: Create a file copy and assign to a folder within the library.

           b. Export: Allows you to download, export to email, or post your project.

           c. Save Project: Allows you to save changes and current progress of your project.

Text Tools:

Upon clicking the Text button once within your project you will see the following menu. The Text Menu allow you to add text to your project.

Once you have selected a text box type, the text box becomes an element in the project view.

This element can be edited from within the menu and to an simpler degree from within the Project View.

     1. Text Menu Elements that can be adjusted:

• • Font Color
  • Font Border settings
  • Font Type and Size
  • Arrangement
  • Alignment
  • Anchor
  • Transparency
  • Letter Spacing
  • Line Spacing
  • Drop Shadow Settings
  • Curve Settings

     2. Project View Text Element Tool Bar:

• • Alignment
  • Bold
  • Italics
  • Underline
  • Capitalization
  • Drop Shadow
  • Curve
  • Clone
  • Delete

Image Tools

 The Image icon in the Editing menu allows several options to incorporate library assets, files from your device, and various other options.

Once uploaded and added to your Project View, further editing abilities exist in both the menu and once the element is highlighted in the project view:

     1. Image Menu Elements that can be edited:

• • Convert to Zone
  • Resize
  • Arrangement
  • Alignment
  • Transparency
  • Color Overlay
  • Exposure
  • Brightness
  • Contrast
  • Saturation
  • Vibrance
  • Hue
  • Blur

     2. Project View Image Element Tool Bar:

• • Crop
  • Clone
  • Flip Horizontal
  • Flip Vertical
  • Delete

Background Settings

The background tab allows you to choose the exact color of your background, upload an image as a background, and configure the size of the project to fit the appropriate medium for the post, such as a Pinterest pin or Facebook post.

Adding an Image as a background allows you to scale the picture and orient it as desired. You also have the option to reposition, resize, and adjust filter settings for the image.

Shapes and Icons

This button allows you to add common shapes, icons, and lines to your project. Selecting the Iconfinder also allows you to incorporate popular media icons such as Instagram, Facebook, and Pinterest as well.

Once added and selected, further editing can be done on the icon in both the menu and Project View area.

     1. Icon Edits in the Menu:

• • Color
  • Separate Colors
  • Resizing
  • Arrangement
  • Transparency
  • Grouping/ Ungrouping

     2. Icon edits in Project View:

• • Color
  • Photo
  • Flip Horizontal
  • Flip Vertical
  • Delete