Managing Marketing Templates

Marketing templates are the designs your agents use to make flyers, social posts, brochures, and other property marketing. Staff build templates; agents create designs from them in the client portal.

Written By David Dayan

Marketing templates are the designs your agents use to make flyers, social posts, brochures, and other property marketing. Staff build templates; agents create designs from them in the client portal.

Staff-only page. Non-staff users land on the dashboard if they try to open it.

Where to find it

Sidebar: Templates → Marketing.

Templates is a sidebar group with three sub-pages:

  • Marketing - this page. Visual templates for listing marketing.
  • Email - transactional email templates (see Email Templates).
  • SMS - coming soon (see SMS Templates).

The page layout

Two sections stack vertically:

  1. Your Designs - templates owned by your organization. Grid of cards with thumbnail, name, Published/Draft badge, and a three-dot menu.
  2. Global templates - shared starter library grouped by category. Each card has a Use Template button that clones the global template into your org as a new draft. Each category group also ends with a Create Blank tile for starting from scratch at that template's size.

Toolbar

  • Search - filter by template name.
  • Category dropdown - filter by category (Instagram, Facebook, etc.) or "All Categories".
  • Status dropdown - All Status / Draft / Published.
  • Create Template button - top-right, opens the Create dialog.

Creating a template

Two paths:

From the Create Template dialog

  1. Click Create Template.
  2. Fill in:
    • Name - required, shown to agents.
    • Type - Image (a still design) or Video (a slideshow with transitions).
    • Category - pick from your existing categories, or choose Custom to type a new category name on the spot.
    • Size - pick a preset (grouped by Instagram, Facebook, YouTube, LinkedIn, and Print), or choose Custom to enter your own width and height (up to 4000 × 4000 px).
  3. Click Create Template. You land in the editor.

From a global template

Click Use Template on any global card. A copy is created under your org and the editor opens. Customize it, then publish.

From Create Blank

Each category group in the global section ends with a blank card. Click it to create an empty template at that template's size.

Editing a template

Open the editor by:

  • Clicking the thumbnail, or
  • Three-dot menu → Edit

The editor is the same one agents use, with staff-only features:

Tagging mode

Bind elements on the canvas to dynamic data fields like address, price, photos, agent name, and brokerage logo. When an agent creates a design from the template, those bindings resolve automatically against the listing.

Tag everything dynamic before publishing. A well-tagged template produces ready-to-send designs with no manual edits.

Manual save

Templates save manually. Click Save in the editor header. (Agent designs auto-save; templates don't.)

Publishing

Status determines agent visibility:

  • Draft (amber badge) - staff only. Hidden from agents.
  • Published (green badge) - agents can use it.

Toggle published status by:

  • Clicking the badge directly on the card, or
  • Three-dot menu → Publish / Unpublish

Unpublishing hides the template from agents but leaves existing designs untouched.

Other row actions

Three-dot menu on each card:

  • Edit - open in the editor.
  • Duplicate - copy as a new draft. Editor opens on the copy.
  • Settings - rename, change category, set status, and control visibility (all agents, or specific brokerages/agents).
  • Publish / Unpublish - toggle status.
  • Delete - permanent. Confirmation required. Existing agent designs based on this template still work; only the template is removed.

Categories and sizes

When you create a template you pick a category and a size.

  • Categories group templates for agents (Instagram, Facebook, YouTube, LinkedIn, Print, and any custom categories your team adds). Choose Custom in the Create dialog to add a new one.
  • Sizes are canvas presets within each category (e.g. Instagram Post 1080×1080, Instagram Story 1080×1920, Letter Portrait 2550×3300). Choose Custom to set your own width and height up to 4000 × 4000 px.

When cloning, the size comes from the source template.

Global templates

Templates marked global aren't owned by any org. They're read-only, so you can't edit or delete them. Clone one with Use Template to make your own editable copy.

Best practices

  • Use descriptive names ("Just Listed: Instagram Story") so agents find the right one fast.
  • Tag all dynamic fields before publishing.
  • Keep works-in-progress as Draft. Publish only when ready.
  • Preview as an agent via impersonation to verify the design renders correctly with real listing data.