Configuring Brandfolder Custom Templates

Brandfolder Custom Templating brings WYSIWYG template creation into Brandfolder so that admins and collaborators can easily build templates that other users can then customize. The integration currently supports digital, and print assets.

Brandfolder Custom Templates Words to Know

A Project is a working file for any template that is created from it. 

A Template is end user-facing and is created from the Project. End users can customize elements within the Template including text, images, backgrounds, and shapes. These are all defined and are either locked or unlocked for editing by either the admin or collaborator. 

Canvas size is the size of the Project and the resulting Template. Canvas sizes are often known based on the channel the asset will be used in. For example, the default Instagram post size is 1080px by 1080px.

Locking is is a way for Admins or Collaborators who are creating a Project to define which elements of the Project cannot be changed by the end-users of the Template.

Creating a New Asset

To create a new asset:

1. Within the section that you want the Template to live in, click on the Create New Asset Button. Do note: a Template can only be created in a file type section.  

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2. A new modal will appear. Select the type of project you want the template to be. 

  • Digital design: used for social media ads and websites using pixel-based dimensions. 
  • Print design: for projects that are high quality with bleed and CMYK using inches-based dimensions. 

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Creating a New Project

Once you select the project type a new modal will need to appear. 

1. Name your project.

2. Choose one of the following:

  • A specific canvas size. This will reveal multiple pre-defined options such as commonly used social posts (Instagram, Facebook, Pinterest, etc.)
  • Upload an image. This will default the Project to the canvas size of the image uploaded.
  • Create from an existing template. This will default the Project to the canvas size of the selected template. 

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3. Select Create Project in the bottom right-hand corner of the modal.

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Building out a New Project 

Admins and collaborators have the ability to add and adjust text, images, background, and shapes by clicking on the buttons on the left-hand side of the project navigation area. New pages can also be added and pages can also be cloned. 

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  • Text: add text (headers, subheading, lines of text, bullet points) and select from a variety of fonts, colors, sizes, and alignments.

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  • Images: upload from your computer, Brandfolder, Unsplash, Pexels, and Iconfinder.  Do note: the first time you upload from Brandfolder you will need to input your API keyThe API key can be found when you are logged into Brandfolder: https://brandfolder.com/profile#integrations

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  • Background: add background images or colors as well as adjust the size.

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  • Shapes: add shapes to the template using either Iconfinder or basic preloaded shapes. Images can also be inserted into the shapes. 

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  • Adding and cloning pages: click on the Add New Page Button below your project preview to make the project multi-page. Clone a page (make a copy) by clicking on the Clone Page button. Or you can also expand the menu on the right-hand side and select Pages > Add. 

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Locking Configurations 

Once you have built out your project you will need to lock configurations to determine what end users can do with the template. 

1. On the right-hand side expand the menu and click on the Locking button.

2. Toggle on Locking

3. Choose one of the 3 locking modes.

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  • Design mode: this removes the locking configuration view and focuses on the design of elements only.
  • Configuration mode: this shows the locking configurations for elements on the project. 
  • User preview mode: this gives the admin or collaborator a quick way to test how the end-users will experience the template generated from the project. 

4.  Set lock controls for your text images, shapes, and background. Click on the element on the preview to open up locking options. It is best practice to click the Lock All Attributes button to lock all options then set more specifics by clicking on the locks next to the various options.

There are typically two sections for locking: position, and context menu. Context menu refers to the menu of options (WYSIWYG) that will be presented to the end-user when they click on the object. 

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4. Save your locking configurations by clicking on the Save Locking Config button

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Saving a Project and Generating a Template from a Project

Once you have finished building out the elements of your template and locking your configurations, you will need to save your project and generate a template. 

1. Click the Save Project button in the top right-hand corner.

2. Select the section the project should be saved to and click Save

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3. This will save the project to Brandfolder and then provide the option to generate a Template from the Project.

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4. Name your template and select Generate

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5. The working file project and template will show up in the designated section as an asset with a Project or Template pill on the asset card. 

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Interacting with Finalized Templates

When a user opens the Template asset they will be taken to an editor to customize it. Customization options are dependent on the locking configuration defined by the Admin or Collaborator on the original project. To learn more about the user experience with finalized templates and the various customizable options read the Customizing Templates Knowledge Base article

 

 

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