Agency templates, brand lock & brief

Three tools to keep your clients' look consistent on the Agency plan.

Private agency templates

1. Open a carousel whose design you want to reuse, then open the Design tab in the studio.
2. Click Save as agency template, enter a Template name, then click Save template.

The template, accent, fonts, and visual mode are saved; slide text and photos are not. The template appears in the Templates catalog with an Agency label and is only visible to your agency and your clients. Owners or admins can Rename or Delete it from the template details. Carousels already using a deleted template stay as they are.

Brand lock

1. Open Clients and click Manage on the client.
2. On the Settings tab, turn on Lock brand.

Once locked, editors can't change the colors and fonts in that client's brand kit (nor its master frame and brand character). They see the message "Colors and fonts are locked by the agency." Owners and admins can still change them. Locked clients are marked Brand locked in the list.

Client brief form

Let clients fill in their own brand details, with no sign-in needed.

1. When you Add client, tick Send a brief form to the client and fill in Client email if you want it emailed. For an existing client, open Manage → Brief tab → Create brief link.
2. Copy the link. It is shown only once and is valid for 14 days; creating a new link cancels the old one.
3. The client fills in brand name, line of business, tone of voice, customers, content they like, and logo, then clicks Send brief.

The answers fill the client's brand kit right away without overwriting anything you entered yourself, and you get a notification. Status and answers are in Brief history.

Still stuck? Contact [email protected].