Templates - Overview
IN THIS ARTICLE
1. Your templates in one view
The tiles you find on the Template Overview page represent your templates. The template tile image shows a still of the last media rendered with this template. The text in the white part of the tile displays the title of the template and the total number of media created with it.
Symbols and Icons
- Cog Symbol: If you hover over the template tile, a settings symbol (cog icon) and a star symbol appear in the right upper corner (see the yellow outlined tile in the image below). Clicking the cog symbol leads you to the settings window of this template. In the next paragraph, you find all information regarding the template settings.
- Star Symbol: By clicking the star, you mark a template as favourite (see paragraph 3.4 for more information about that functionality).
- Way of Creation icon: The first icon in the lower right corner tells you in what way the template is created. If it shows the AE icon, the template is created with our After Effects extension. If it shows TB, the template is created with our in-platform editor called Template Builder.
- Type of Template icon: The second icon in the lower right corner tells you what type of template it is. You can either build templates for images, banners, or videos. These types of templates are depicted by the following icons (from left to right: image, banner, video)
- Status of the Template: In the left lower corner of the template tile you find information on the creation status of the template. As displayed in the image below the template can either have the status 'initial draft', 'draft', or 'archived'.
Initial draft: The user started building a template in the Template Builder but did not publish the template yet. If you click on an 'initial draft' tile, the template will be opened in the Template Builder in order to continue working on it.
Draft; the template has been published (media is created with the previous version) but someone opened a new version to improve something. Clicking on the yellow outlined part of the tile will bring you to the Template builder to continue that draft.
Archived: the template is not used to create media anymore. You can mark your old template as archived in the General Template Settings (explained in the next paragraph). Paragraph 3.5 explains how you can hide your archived templates from your Template Overview page.
- Colored tags: you can categorize your templates by tagging them. In the overview, the tagged templates will be marked with the color you set. More about the usage of tags in paragraph 3.3 'Filtering by tag'.
2. Template Settings
Hovering over a template in the template overview makes a cog icon appear. This button leads you to the Template Settings. The settings are divided into 5 tabs. General Settings, Template Versions, Media Naming, Parameters, and Integrations. In short, the Template Settings allow you to perform the following actions:
- Delete the template
In the left lower corner of the settings window, the 'Delete Template' button is always visible. To make sure you don't delete templates by accident, we ask you to type the name of the template to confirm you want to delete that template.
- (Re)name the template
In the General Settings tab, you can give in the name and description of the template.
- Add or remove tags
In the General Settings tab, you can make your template in a certain category by adding a tag. You can browse within the existing tag categories or add a new tag category. (You find more about this feature in paragraph 3.3 below)
- Archive the template
If you don't need a certain template any time soon, you can archive it via the General Setting tab. Paragraph 3.5 explains how you can hide your archived templates from your Template Overview page.
- Edit or duplicate the template
In the Template Versions tab, you can create a new version of an existing template, continue a draft or duplicate a template. These editing options are only available for templates that were created with the Template Builder. More about editing templates in paragraph 2.1 below.
- Adjust the naming scheme of the media created
In the Media Naming tab, you can adjust the way the name of your outputted media file is build up. More information about how to do this is found in paragraph 2.2, below.
- Adjust the parameters
Adjust the order of your parameters, their title, and their value labels. How to do so is described in paragraph 2.3, below.
- View and adjust the integrations settings
If you have integrated the Storyteq functionality within your own system (e.g. Brandfolder) you can use the integrations tab to decide if this template should be linked to your integrated system or not.
2.1 Editing your Template
How you can adjust your existing template depends on the way you have created it. Was the template created using the in-platform editor called Template Builder? Or was the template uploaded via the Storyteq After Effects Extension?
2.1.1 Template Builder Templates
As soon as you start creating a template in the template builder your project will be saved automatically every 30 seconds. No worries if you are not able to complete the template in one session, you can always log in again, go to the Template Overview and pick up the project exactly where you left it.
- Continue a draft
If you are creating a new template (or a new version of an existing template) but did not publish it yet, you can click 'continue draft' on the tile of your template on the overview page. You can also click the Cog Icon and go to the tab 'Template Versions' (see image below). This tab gives you an overview of the versions you have created and published so far. To continue working on a draft you press the button 'Continue Draft.' This will open up the Template Builder. As soon as you are happy with the template and you want to start creating media with it, you press the 'publish' button in the Template Builder. This is the moment where your first version goes live.
- Start a new version
When using the Template Builder, you can create and manage a draft version of the template on top of the version that's live at that point in time. If you have published a template, but want to make some adjustments you click on the cog icon, go to the tab 'Template Versions' and click 'New Version'. This allows you to work on a new version of the same template as a draft again. Note: you will not be able to create media with the new version until you publish that version.
- Duplicate a template
If you want to create a new template but you would like to use the same structure or elements as an existing template, you can duplicate your template, adjust what is needed in the Template Builder and rename it.
- Delete your draft
Imagine you have been working on your template, but it did not turn out the way you wanted. In that case, you can discard your latest version by deleting the draft, which brings you back to the version that was saved before your last session.
2.1.2 After Effects Extension Templates
If your template was created using the After Effects Extension, the Template Settings will not give you the option to edit or duplicate your template. If you like to adjust something, you simply open the same project in After Effects, adjust the elements that needed improvement, and save it as a new version. After saving you can upload it to the Storyteq platform. Uploading a new project on a template will automatically result in an unpublished, new version. For more information on how to do this please read this article about the After Effects Extension.
2.2 Setting your media naming
To make sure the created media is organized in the way you prefer, you can use the Media Naming tab of the Template Settings Menu. It allows you to easily adjust the way the name of your outputted media file is build up.
- Channel: By default, you will adjust the naming scheme of the media files within the Storyteq platform. Since you can connect your own social media channels or DAM system to our platform, you can also change the naming the media files outputted on a connected channel. You can select other connected channels by using the channel dropdown menu.
- Naming Scheme: Enter a combination of static and dynamic values to create a unique name for each media. Use the buttons to insert a parameter, which will eventually be replaced by the value that is unique to the rendered media. In the 'preview of output' field, we display the example of how the name will appear using the entered naming scheme. The naming scheme will be adjusted after clicking the blue button 'save changes'.
2.3 Setting your parameters
The parameters tab in the Template Settings Menu gives you a clear overview of the logic in your template (see image below). All parameters (left column) and their values (right column) are displayed in the order they are set up. If you like to change the order in which the parameters are presented in the media create form, you can drag and drop them in the order you prefer.
Hovering over the parameter names makes an editing button (in the shape of a pencil) appear. Clicking that button gives you the possibility to rename the parameter label and the parameter values (see image above). You can also give in a description to add extra information regarding this parameter.
3. Finding your template in the overview
When you reach a certain number of templates, it might become hard to keep them apart. In the paragraphs below, you find a description of several functionalities, which make finding your template very easy.
3.1 Search bar
In order to easily find the template you want to view (or adjust), you can use the search bar (red outlined bar below). The search box enables you to look for any type of value, and the platform will look through the template names and show you matching titles.
You can also change the order of the templates by adjusting the ‘Sort Field’. You can either sort the templates by last update date, creation date and template ID like you see in the image below.
3.3 Filtering by tag
A convenient way to organize your templates is to add tags to your template to put them in a certain category. To add a tag to your template you hover over the thumbnail and click on the settings symbol. The following window will appear. You can name your tag and mark it with a color.
If you filter by tag (see yellow outlining in the image below), the filter bar on top of the template overview page will show what filters are active (see orange outlined filter below). Click on the cross in the tag name to remove the filter.
3.4 Marking as favourite
Another way to find the template you were looking for is marking certain templates as favourite, by clicking on the star symbol in the template overview. After pressing the configuration symbol on top of the page, you can switch the button ‘Show favourites on top’. In that way your favourite templates are always easy to find.
3.5 Hide Archived Templates
Imagine you made a template for a seasonal campaign like a Christmas Campaign. After publishing the template and creating the media, you won't need the template until the next holiday season. Via the settings menu, you can archive that template. If you toggle the Hide Archived templates switch, these archived templates will be hidden from your Template Overview page.
4. Switching Viewing Mode
The default view shows your templates in tiles. You can switch to ‘List mode’ by clicking on the button marked below.
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Templates - Media Management