This guide is for admins and staff members who create, edit, and manage marketing templates that agents use to produce materials for their listings.

Accessing the Templates Page

1. Log in to the admin dashboard.
2. Navigate to Templates in the sidebar.
3. The Templates page opens with three tabs at the top: Marketing, Email, and SMS.
4. Click the Marketing tab (selected by default for staff members).

Only staff members have access to the Marketing templates tab. Non-staff users are redirected to the dashboard.

Viewing Templates

The Marketing tab displays all of your organization's templates in a grid layout. Each template card shows:

• A thumbnail preview of the template design
• A Published (green) or Draft (amber) badge in the top-right corner
• The template name below the thumbnail
• A more options menu (three dots icon) with additional actions

Filtering Templates

Above the template grid, you will find two filter dropdowns:

• Format filter - Filter by format type (e.g., Instagram Post, Flyer, Brochure). Select "All Formats" to see everything.
• Status filter - Filter by publication status: All Status, Draft, or Published.

Creating a New Template

1. Click the Create Template button in the top-right area of the Marketing tab.
2. A dialog will appear with the following options:

Template Name

Enter a descriptive name for the template (e.g., "Modern Flyer - Blue" or "Instagram Just Listed").

Description (Optional)

Add a brief description of what the template is designed for.

Starting Point

Choose how to begin:

• Start Blank - Create a new template from scratch. You will also need to select a Format from the dropdown (e.g., Instagram Post 1080x1080, Flyer 2550x3300).
• Clone Existing - Use an existing template as a starting point. Click Continue to browse and select a template to clone. You can search by name to find the right one.

3. Click Create Template to finish. You will be taken directly to the template editor.

Editing a Template

To open a template in the editor:

• Click on the template's thumbnail in the grid, or
• Click the three-dot menu and select Edit

The template editor is the same full-featured design editor used by agents, with additional staff-only capabilities:

Tagging Mode

Staff members have access to a tagging mode in the editor. When tagging mode is enabled, you can bind template elements to dynamic data fields. This means that when an agent creates a design from the template, those elements will automatically populate with listing-specific data such as:

• Property address, city, state, and zip code
• Listing price
• Agent name, phone, and email
• Brokerage name and logo
• Property photos

Tagging is what makes templates truly powerful. A single well-tagged template can produce customized designs for hundreds of different listings.

Save Mode

In template editing mode, saving is manual. You must explicitly save your changes using the Save button. This is different from the agent experience where designs auto-save.

Publishing and Unpublishing Templates

Templates have two statuses:

• Draft - Only visible to staff in the admin panel. Agents cannot see or use draft templates.
• Published - Visible to agents in the client portal. Agents can create designs from published templates.

To toggle publish status:

• Click the Published or Draft badge directly on the template card, or
• Click the three-dot menu and select Publish or Unpublish

Publishing a template makes it immediately available to all agents in your organization. Unpublishing a template hides it from the agent-facing Marketing page, but existing designs already created from the template are not affected.

Template Settings

Click the three-dot menu on a template card and select Settings to open the Template Settings dialog. Here you can update the template's name, description, and other configuration options.

Duplicating a Template

To create a copy of an existing template:

1. Click the three-dot menu on the template card.
2. Select Duplicate.
3. A new template is created as a copy and you are taken to the editor to modify it.

This is useful when you want to create a variation of an existing design (e.g., a different color scheme or layout) without starting from scratch.

Deleting a Template

1. Click the three-dot menu on the template card.
2. Select Delete.
3. A confirmation dialog will appear warning that this action cannot be undone.
4. Click Delete to confirm.

Deleting a template does not affect existing designs that agents have already created from it. Those designs remain intact and editable.

Global Templates

Some templates may be marked as global (not owned by any specific organization). Global templates are read-only and cannot be edited or deleted. They serve as a shared library of starter templates available across the platform.

Marketing Formats

Formats define the canvas dimensions for templates. Common formats include sizes for social media posts, print flyers, brochures, and email headers. Formats are managed at the platform level and include a name, width, height, and optional description.

When creating a blank template, you select the format that matches the type of material you want to design. When cloning, the format is inherited from the source template.

Best Practices

• Use descriptive names so agents can quickly find the right template (e.g., "Just Listed - Instagram Story" rather than "Template 1").
• Tag all dynamic fields before publishing. This ensures agents get fully populated designs with minimal manual editing.
• Preview as an agent by using the impersonation feature to see exactly what agents will experience when they use your templates.
• Keep draft templates for work-in-progress designs. Only publish templates that are ready for agent use.
• Organize by format to make it easy for agents to find the right template for their needs. Templates are grouped by format on the agent-facing Marketing page.