Templates

A template is a screen layout: it defines the zones content plays in — one full-screen zone, or several (for example a media area plus a scrolling ticker). The Templates screen (/templates in the nav rail) is where you browse the layouts your campaigns can start from, preview them on a screen, and manage their versions.

The Templates screen

At the top you have two tabs:

• User — templates specific to your workspace.
• Pre-installed — the ready-made system catalog every workspace gets (see below).

Alongside the tabs are Create folder (to organize templates into catalogs) and Export to XLSX. Below them is a breadcrumb, a search box, and a filter (by catalog and by campaign). Every template card previews its real zone layout as a small diagram.

The Pre-installed catalog — each card previews the template's zone layout

The pre-installed catalog

Every workspace starts with 8 pre-installed templates so you can build a campaign from day one:

Template	Canvas	Layout
Full screen	1920×1080	one full-bleed zone
Horizontal split	1920×1080	top / bottom halves
Vertical split	1920×1080	left / right halves
Media + ticker	1920×1080	large media area with a bottom ticker
Sidebar + ticker	1920×1080	main area, a sidebar, and a bottom ticker
Quad grid	1920×1080	four equal quadrants
Portrait full screen	1080×1920	one full-bleed zone, portrait
3 Dynamic screens	1920×1080	multi-scene (see below)

The User tab holds templates added to your workspace from outside the Manager.

The User tab — templates added to this workspace

Scenes: templates with more than one layout

A single template can own several named scenes, each with its own zone arrangement. The pre-installed 3 Dynamic screens template, for example, ships three scenes: horizontal 3 galleries, vertical split, and fullscreen gallery.

A campaign picks exactly one scene. When you build a campaign on a multi-scene template, a Scenes dropdown appears in the campaign editor so you can choose which layout that campaign uses.

Preview a template on a real screen (Demo)

To see a layout on an actual screen before you commit to it, use Demo:

1. On a template card, open the ⋮ menu and choose Demo.
2. Pick one or more screens from the list.
3. Click Apply.

Demo — pick the screens to preview the layout on, then Apply

The chosen screens draw the template’s zone outline for about 10 seconds, then resume normal playback.

The Demo overlay on the actual screen — each zone drawn as a labelled outline for about ten seconds

Note

Demo works only on confirmed screens, and you need write permission on the screen’s folder. If a screen stays offline, the demo command lapses after 1 hour and is not delivered.

Note

The overlay is a live preview drawn on the device itself. It lasts about 10 seconds and then playback continues on its own — you don’t need to clear it.

Start a campaign from a template (Use)

The Use action on a template’s ⋮ menu creates a new campaign named Campaign · <template name> and opens the campaign editor with that template already chosen.

Note

Use — and the editor’s template picker — take the template’s latest (current) version: the most recently added one. This is not necessarily the latest approved version. To start from an older, approved version instead, restore it first with Use in the Versions dialog (below).

Manage template versions

A template can accumulate versions over time. Open Versions from a template’s ⋮ menu to see the history, newest first. Each row shows:

• the version number and canvas size,
• a status badge — In use, Approved, Rejected, or Under review,
• who uploaded it and when, and who approved it and when.

The version marked In use is the template’s current (latest) version — the one Use and the editor picker take. If you hold the template-write permission, each row also offers Approve / Reject, and older versions offer Use (which restores that version as the current one) and Delete.

Version history — status badges, uploader and approver metadata, and per-version actions

Tip

Pre-installed templates also appear in the campaign editor’s template picker — the same picker you use when building a campaign.

Organize templates in catalogs

Use Create folder to make a catalog, then Move (on a template’s ⋮ menu) to file templates into it. A folder’s own ⋮ menu offers Rename and Delete. The breadcrumb walks you back out of a catalog.

Download a template

Download on a template’s ⋮ menu saves the template’s definition as a JSON file.

Delete a template

Delete on a template’s ⋮ menu removes the template (it confirms first).

A template card's menu — Demo, Use, Versions, Move, Download, Delete

Where templates come from

Templates are not authored in the Manager — the Templates screen has no “create template” button. It manages the pre-installed catalog and any templates added to your workspace from outside (through the platform’s API), plus their versions, catalogs, demos, and use in campaigns.

See also

• The campaign editor — pick a template and its scene
• Multi-template campaigns — several templates in one campaign
• Devices — the screens Demo previews on
• Content — the media that fills a template’s zones