Templates

Templates are useful when your team repeats a known post structure. Use them for manual posts, recurring campaigns, launch reminders, client deliverables, or approved messaging patterns. Use Plans when you want Pim to generate a fresh lineup from a brief.

Creating a Template

Save a post structure when it is likely to be reused. A good template keeps the repeatable parts intact while making the editable parts obvious.

1. Create or open a manual post with the structure you want to reuse.
2. Open the template option from the composer when available.
3. Save the post as a template with a clear name.
4. Use placeholder text such as [Offer], [Date], [Location], or [CTA] for details that change.
5. Keep the template focused so teammates know when to use it.

Using a Template

Templates give you a faster starting point for manual posts. They should still be reviewed before publishing, especially when details, offers, or dates change.

1. Start a new manual post.
2. Open the template picker or manager from the composer.
3. Choose the template that matches the content type.
4. Replace placeholder text with the current offer, message, or campaign details.
5. Attach or replace media, confirm accounts, and schedule or submit for approval.

Managing Templates

Keep templates current so they do not spread outdated claims, old offers, or off-brand language.

1. Open the template manager from the composer or workspace area.
2. Rename templates when their purpose is unclear.
3. Edit templates after brand, pricing, product, or compliance details change.
4. Delete templates that should no longer be used.
5. Create variants when the same structure needs different platform or campaign wording.

Placeholders and Reusable Copy

Placeholders make a template flexible without hiding the parts that need attention.

1. Use square-bracket placeholders for changeable details.
2. Keep placeholder names short and specific.
3. Replace every placeholder before scheduling or submitting for approval.
4. Ask Pim to adapt a template when you need a different tone or platform version.

Naming Templates

Clear names make templates usable for busy teams. Include the content type, campaign, platform, or client only when it helps people choose correctly.

1. Use names such as Weekly Tip, Product Launch Reminder, Event Countdown, or Client Report Promo.
2. Avoid vague names such as Template 1 or Social Caption.
3. Remove old templates after a campaign ends.

Team Use

Templates help teams publish consistently, but they do not replace review. Use approvals when a post needs brand, legal, client, or manager sign-off.

1. Share templates with teammates who create manual posts.
2. Use comments when a template needs improvement.
3. Submit template-based posts for approval when the workflow requires it.
4. Turn strong recurring templates into clearer Plan briefs when you want Pim to generate a batch of related posts.