Within your Agency account you now have the ability to create, proof and "generate" Custom Prebuilt Templates for distribution across any of you client subaccounts. To access the Custom Prebuilt Template workflow select the "Templates" link from the account dropdown.

From the Custom Prebuilt Template screen you can create, edit, copy, proof & generate or delete templates for your Agency Prebuilt Template Library

Step 1: Click the "Create New Template" and follow the steps to create your template.

Step 2: After creating & proofing, click the "Generate" button to save the template to your Agency Prebuilt Template Library.

Step 3: Describe your template for your library with a unique name and filtering tags. Then generate the template, which now shows up in the Custom Prebuilt screen for any future updates. Click the "Add to Agency Library" button to copy the template to your Agency Library.

Step 4: From the "Manage Your Agency Prebuilt Template Library" screen you can:

  • Use the Filters on the left to show only the prebuilt templates you want to Insert or Remove from your Clients Library.
  • Click to select individual templates or use the Select/Deselect Current View tools to manage all.
  • Choose Insert or Remove to add or subtract chosen templates from the Client Accounts Library.

Step 4: From the "Manage Your Accounts Prebuilt Template Library" you can select an individual or group of templates to share with any or all of your client accounts.

  • Use the Filters on the left to show only the prebuilt templates you want to Insert or Remove from your Clients Accounts.
  • Click to select individual templates or use the Select/Deselect Current View tools to manage all.
  • Choose Insert or Remove to add or subtract chosen templates from your Clients Accounts.

Once templates have been shared, they can be accessed in the client account by selecting "New Template" from the Creative dropdown tab, then selecting "Choose Prebuilt"

The Client's Prebuilt Library will now show the available templates. After clicking the "Edit Icon", the template will open in the "Template Editor". 

Here the client can make edits where allowed, add campaign tracking such as pURLs and QR codes and proof the template for use in a campaign. Note, any changes to the prebuilt template in the clients account will not effect the master templates saved in the Agency Library.