Templates

Templates let you save reusable post structures so you can publish consistent content faster. Create templates for recurring post types, campaigns, or client deliverables, and share them with your team for unified branding.

Creating a Template

Turn any post into a template or build one from scratch. Templates preserve your caption structure, media placeholders, platform selections, and hashtag groups so you can quickly replicate successful post formats.

1. Option A: Compose a post as you normally would, then click "Save as Template" from the post options menu.
2. Option B: Navigate to Templates from the sidebar and click "New Template" to build one from scratch.
3. Give the template a descriptive name and assign it to a category.
4. Include placeholder text in brackets like [Product Name] or [Date] for fields you will customise each time.
5. The template is saved and available from the Templates library for you and your team.

Using a Template

Start a new post from a template to pre-fill the editor with your saved structure. All caption text, media placeholders, platform selections, and hashtags load automatically so you just need to customise the variable parts.

1. Click "New Post" and select "From Template", or open the Templates section and click "Use" on any template.
2. Browse or search the template library to find the right one.
3. Select a template to load it into the post editor with all pre-filled content.
4. Replace any placeholder text with the actual content for this specific post.
5. Attach new media files to replace any media placeholders.
6. Publish or schedule the customised post as usual.

Managing Templates

Edit, duplicate, or delete templates as your content strategy evolves. Keep your template library clean by archiving templates you no longer actively use.

1. Navigate to the Templates section from the sidebar.
2. Edit an existing template to update its content, caption, or default media.
3. Duplicate a template to create variations for different campaigns or platforms.
4. Delete templates you no longer need. Deleted templates cannot be recovered.
5. Use the search bar to quickly find templates by name or content.

Template Variables

Use placeholder variables in your templates that you replace with real content each time you use the template. This keeps your templates flexible while maintaining a consistent structure.

1. When creating a template, type placeholder text in square brackets: [Product Name], [Offer Details], [Link].
2. When you use the template, these placeholders are highlighted in the editor.
3. Replace each highlighted placeholder with the actual content for the specific post.
4. You can also set default values for placeholders that are usually the same.

Template Categories

Organise templates into categories so your team can find the right one quickly. Categories can be based on content type, campaign, client, or platform.

1. When creating or editing a template, assign it to a category.
2. Create new categories from the Templates section sidebar.
3. Filter the template library by category to narrow down your options.
4. Templates can belong to only one category, but you can duplicate them for cross-category use.

Sharing Templates with Your Team

Templates are shared across your workspace by default. Any team member can use templates created by others, ensuring consistent branding and messaging across all content.

1. Templates created by any team member are visible in the shared Templates library.
2. Each template shows who created it and when it was last modified.
3. Only the creator or an Admin can edit or delete a template.
4. Use templates to onboard new team members with proven content formats.