Master Templates

Creating New Master Templates

A Master Template is the base artwork for your automated adaptations. Creating a new Master Template is done in a few steps:

  1. Upload a preview file
  2. Add metadata and set the template to active. Please make sure you have an active Campaign and Creative when assigning a new Master Template
  3. Upload Automation assets
  4. Analysing your project file
  5. Configure customisation options (optional)
  6. Assign a translation form (optional)

For details how to create a new Campaign and add a new Creative please go here.

For details how to create a new Creative and assign to an existing Campaign please go here

Upload a preview file

The first step in creating a new Master Template, is to upload a preview (mp4, HTML or PDF).
From the Master Templates tab click the Upload files button

Screenshot of: Click "UPLOAD FILES"Click "CREATE ASSETS"

You can then drag and drop, or select the file(s) that you’d like to upload.

Your file will start to upload automatically. When the upload is complete, click the Create Assets button.

Add Metadata and make the Master Template active

New Master Templates will automatically be assigned a draft status, ready for review and additional metadata to be added.

To add your metadata, select Edit row from the item menu.

Click item menu icon

Screenshot of: Click here.

Click Edit row

Screenshot of: Click "Edit row"

Creative - The folder that the Master Template should sit in. This will also allocate it to a Campaign.

Click Creative dropdown.

Screenshot of: Click this dropdown.

Click Media type dropdown.

Screenshot of: Click this dropdown.

Content - The content indicates the type of software the project is created in:

  • Static - InDesign automation
  • Video - After Effects automation
  • Animated - HTML automation

Click Content dropdown.

Screenshot of: Click this dropdown.

Material - Whether the Template is for digital or print

Click Material dropdown.

Screenshot of: Click this dropdown.

Usage restrictions - Templates can be restricted to markets, countries or languages and made available within a specified date range.

Note - if you apply market restrictions, only admin users with that market will be able to manage the master template in the file tree.

Apply the dates the template should be available for. Templates will only be avilable to placements ordered within the start/ end and copy dates

Click Start date, End date and Copy date fields.

Screenshot of: Click the "End date*" field.
Screenshot of: Click "Next Month"

Customisation toggles - if your Master Template will have customisation, you can enable that here

Click here for Text customisation

Screenshot of: Click here.

Click here for Image customisation

Screenshot of: Click here.

Click here for Video customisation

Screenshot of: Click here.

Click Save to apply metadata to Master Template

Screenshot of: Click "Save"

To upload the project files, make sure the template is set to active status.

Screenshot of: Click this icon.Click "Edit row"Click this dropdown.Click "Save"

The available metadata includes:

  • Name - By default the Master Template will take the name of the file that is uploaded. This can be changed
  • Creative - The folder that the Master Template should sit in. This will also allocate it to a Campaign
  • Media Type - The Media Type 
  • Content Type - The content type indicates the type of software the project is created in:
  • Static - InDesign automation
  • Video - After Effects automation
  • Animated - HTML automation
  • Material - Whether the Template is for digital or print
  • Usage restrictions - Templates can be restricted to markets, countries or languages and made available within a specified date range
  • Size information -  The min/ max aspect ratio and height fields allow you to restrict what size media placements the Template can be used for, ensuring the right template is used
  • Note aspect ratios are calculated as width divided by height e.g. 210 x 297 would be an aspect ratio of 0.71
  • Customisation - If your Master Template will have customisation, you can indicate it here:
  • Translation form - if your Master Template will use translated copy, you can link it to the form here
  • Customisation toggles - if your Master Template will have customisation, you can enable that here

Upload project files into the automation folder

The Files tab displays a file tree to visually represent the Master Templates and the files associated with the project.

You navigate through the file tree by opening folders. The folder structure shows:

  1. Clients
  2. Campaigns
  3. Creatives
  4. Master Templates
  5. Automation Assets

Navigate to the correct Client / Campaign/ Creative to locate the newly created folder, named after the Master Template.

Note: The Creative that you assign to your Master template when uploading it, will determine where its folder appears in the file tree.

Click to open Clients folder

Screenshot of: Click here.

Click to open CreateTOTALLY Client folder

Screenshot of: Click this icon.

Click to open CreateTOTALLY 2023 Campaign folder

Screenshot of: Click here.

Click to open Create Soda Creative folder

Screenshot of: Click here.

Click to open CT soda ad main Master Template folder

Screenshot of: Click this icon.

Upload Automation Assets

Automation Assets are the project files that will be used to automate the Master Template. They include your project file e.g. INDD or AEPX file) and all the files linked to it (images and videos). They can be uploaded within the file tree. 

Navigate to your Master Template by opening up the client, campaign and creative folder. Expanding the Master Template will show a folder for the Gallery Preview, Thumbnail and Automation.

  1. Gallery Preview - the preview file you uploaded to create the Master Template will appear here
  2. Thumbnail - if the preview file is large, it can be optimised or a separate thumbnail added specifically here
  3. Automation - all the files associated to the project that will be used in automation can be added here. Simply drag them over the folder and click upload on the modal that appears.

You will see a sub-folder called Automation. This is where you can then drag and drop your prepared project files.

Once the assets have been added select the Upload button

Screenshot of: Click "Upload"

You will then see a status of the file upload to confirm once everything has been ingested into the platform. Once they have all uploaded, click finish to return to the file tree.

Screenshot of: Click "Finish"

Click Automation folder to view Automation assets

Note: All automation assets are located within the automation folder. There is no need (or ability) for additional subfolders to be uploaded or created.

Screenshot of: Click this icon.

Analyse your project file

Analysing the project extracts all the details from the file that can be customised. It is a major step in turning your project file into a customisable template.

You will see that each file has an icon next to it to indicate what type of file it is. Your project file (INDD, AEPX) will be automatically marked with a star. Each other file will be marked as a document.

Screenshot of: Click here.

Once all of your project files have been uploaded, click on the Analyse button. You will see the status against the template changes to analysing. This will disappear when analysis is complete.

Screenshot of: Click here.

Once the template has been analysed you will see Generate translations excel icon

If you require translations, you can download a pre-populated translation form (Fig. 2) which will contain the creative tag and text from the master by selecting the Generate translations excel icon

Note: the translation form icon will only appear after the template has been analysed. You can also create a translation form directly in the platform.

Fig. 2

If you need to download a copy of the file, you can use the Download file (Fig. 3) button. 

Fig. 3

To replace any assets with a new version, simply drag and drop the new file. This will allow to you present you with 2 options - replace or upload as variants. Replacing the original files will automatically replace the correct file, based on matching the file name.

Uploading variants

If your artwork needs to have a different variation for a specific country or language (such as different packshots or logos) you can add these directly to the automation folder. Simply upload the variants with the same file name as the file you want them to replace. Then select Upload as variants and add the country or language the file is for.

Note - you will need to upload variants 1 at a time.

Screenshot of: Click here.

Click Next

Screenshot of: Click "Next"

Click Add country

Screenshot of: Click here.

Click UK

Screenshot of: Click "UK"
Screenshot of: Click "CancelUpload"

Click Add language

Screenshot of: Click here.

Click English (United Kingdom)

Screenshot of: Click "English (United Kingdom)"

Click Upload

Screenshot of: Click "Upload"

Click Finish

Screenshot of: Click "Finish"

Configure customisation options

To increase the flexibility of a master template, you can set certain images or videos as customisable. This allows users to select the image/ video that will appear in the artwork.

Marking your Master Template for customisation

To set-up customisation, first you need to ensure the type of customisation you require is enabled on the Master Template. This can be done by navigating to Sys admin > Master Template > Active and finding the Master Template you want to customise. Click "edit row" and scroll to the bottom of the form to the Customisation section to toggle on image customisation or video customisation.

Select which images/ videos can be customised

To specify which images/ videos can be customised, as well as what assets should be available for customisation, go to Sys admin > Master Template > File Tree and navigate to the Master Template you require. In the Automation folder, click the pencil icon next to the image/ video you want to customise to edit its details.

You can then mark it as customisable by toggling on "make variable". The variable name is what will appear to users during creative allocation or when completing a bulk content form. Make sure it is clear what this element is.

Tags need to be applied to the image to define what assets from Asset Manager will be available during customisation. You can apply 1 or more tags which will need to also be on the assets for them to be available. If you apply multiple tags, only assets that have ALL of the selected tags on them will be displayed.

Assign a translation form

Translation forms contain all of the text elements used in your master template, across all the languages you need to make content for. They can be set-up in Sys Admin > Type > Translation forms. Once set-up, you can apply them to your master template by editing the record from the active tab.

Creating New Master Templates

A Master Template is the base artwork for your automated adaptations. Creating a new Master Template is done in a few steps:

  1. Upload a preview file
  2. Add metadata and set the template to active. Please make sure you have an active Campaign and Creative when assigning a new Master Template
  3. Upload Automation assets
  4. Analysing your project file
  5. Configure customisation options (optional)
  6. Assign a translation form (optional)

For details how to create a new Campaign and add a new Creative please go here.

For details how to create a new Creative and assign to an existing Campaign please go here

Upload a preview file

The first step in creating a new Master Template, is to upload a preview (mp4, HTML or PDF).
From the Master Templates tab click the Upload files button

Screenshot of: Click "UPLOAD FILES"Click "CREATE ASSETS"

You can then drag and drop, or select the file(s) that you’d like to upload.

Your file will start to upload automatically. When the upload is complete, click the Create Assets button.

Add Metadata and make the Master Template active

New Master Templates will automatically be assigned a draft status, ready for review and additional metadata to be added.

To add your metadata, select Edit row from the item menu.

Click item menu icon

Screenshot of: Click here.

Click Edit row

Screenshot of: Click "Edit row"

Creative - The folder that the Master Template should sit in. This will also allocate it to a Campaign.

Click Creative dropdown.

Screenshot of: Click this dropdown.

Click Media type dropdown.

Screenshot of: Click this dropdown.

Content - The content indicates the type of software the project is created in:

  • Static - InDesign automation
  • Video - After Effects automation
  • Animated - HTML automation

Click Content dropdown.

Screenshot of: Click this dropdown.

Material - Whether the Template is for digital or print

Click Material dropdown.

Screenshot of: Click this dropdown.

Usage restrictions - Templates can be restricted to markets, countries or languages and made available within a specified date range.

Note - if you apply market restrictions, only admin users with that market will be able to manage the master template in the file tree.

Apply the dates the template should be available for. Templates will only be avilable to placements ordered within the start/ end and copy dates

Click Start date, End date and Copy date fields.

Screenshot of: Click the "End date*" field.
Screenshot of: Click "Next Month"

Customisation toggles - if your Master Template will have customisation, you can enable that here

Click here for Text customisation

Screenshot of: Click here.

Click here for Image customisation

Screenshot of: Click here.

Click here for Video customisation

Screenshot of: Click here.

Click Save to apply metadata to Master Template

Screenshot of: Click "Save"

To upload the project files, make sure the template is set to active status.

Screenshot of: Click this icon.Click "Edit row"Click this dropdown.Click "Save"

The available metadata includes:

  • Name - By default the Master Template will take the name of the file that is uploaded. This can be changed
  • Creative - The folder that the Master Template should sit in. This will also allocate it to a Campaign
  • Media Type - The Media Type 
  • Content Type - The content type indicates the type of software the project is created in:
  • Static - InDesign automation
  • Video - After Effects automation
  • Animated - HTML automation
  • Material - Whether the Template is for digital or print
  • Usage restrictions - Templates can be restricted to markets, countries or languages and made available within a specified date range
  • Size information -  The min/ max aspect ratio and height fields allow you to restrict what size media placements the Template can be used for, ensuring the right template is used
  • Note aspect ratios are calculated as width divided by height e.g. 210 x 297 would be an aspect ratio of 0.71
  • Customisation - If your Master Template will have customisation, you can indicate it here:
  • Translation form - if your Master Template will use translated copy, you can link it to the form here
  • Customisation toggles - if your Master Template will have customisation, you can enable that here

Upload project files into the automation folder

The Files tab displays a file tree to visually represent the Master Templates and the files associated with the project.

You navigate through the file tree by opening folders. The folder structure shows:

  1. Clients
  2. Campaigns
  3. Creatives
  4. Master Templates
  5. Automation Assets

Navigate to the correct Client / Campaign/ Creative to locate the newly created folder, named after the Master Template.

Note: The Creative that you assign to your Master template when uploading it, will determine where its folder appears in the file tree.

Click to open Clients folder

Screenshot of: Click here.

Click to open CreateTOTALLY Client folder

Screenshot of: Click this icon.

Click to open CreateTOTALLY 2023 Campaign folder

Screenshot of: Click here.

Click to open Create Soda Creative folder

Screenshot of: Click here.

Click to open CT soda ad main Master Template folder

Screenshot of: Click this icon.

Upload Automation Assets

Automation Assets are the project files that will be used to automate the Master Template. They include your project file e.g. INDD or AEPX file) and all the files linked to it (images and videos). They can be uploaded within the file tree. 

Navigate to your Master Template by opening up the client, campaign and creative folder. Expanding the Master Template will show a folder for the Gallery Preview, Thumbnail and Automation.

  1. Gallery Preview - the preview file you uploaded to create the Master Template will appear here
  2. Thumbnail - if the preview file is large, it can be optimised or a separate thumbnail added specifically here
  3. Automation - all the files associated to the project that will be used in automation can be added here. Simply drag them over the folder and click upload on the modal that appears.

You will see a sub-folder called Automation. This is where you can then drag and drop your prepared project files.

Once the assets have been added select the Upload button

Screenshot of: Click "Upload"

You will then see a status of the file upload to confirm once everything has been ingested into the platform. Once they have all uploaded, click finish to return to the file tree.

Screenshot of: Click "Finish"

Click Automation folder to view Automation assets

Note: All automation assets are located within the automation folder. There is no need (or ability) for additional subfolders to be uploaded or created.

Screenshot of: Click this icon.

Analyse your project file

Analysing the project extracts all the details from the file that can be customised. It is a major step in turning your project file into a customisable template.

You will see that each file has an icon next to it to indicate what type of file it is. Your project file (INDD, AEPX) will be automatically marked with a star. Each other file will be marked as a document.

Screenshot of: Click here.

Once all of your project files have been uploaded, click on the Analyse button. You will see the status against the template changes to analysing. This will disappear when analysis is complete.

Screenshot of: Click here.

Once the template has been analysed you will see Generate translations excel icon

If you require translations, you can download a pre-populated translation form (Fig. 2) which will contain the creative tag and text from the master by selecting the Generate translations excel icon

Note: the translation form icon will only appear after the template has been analysed. You can also create a translation form directly in the platform.

Fig. 2

If you need to download a copy of the file, you can use the Download file (Fig. 3) button. 

Fig. 3

To replace any assets with a new version, simply drag and drop the new file. This will allow to you present you with 2 options - replace or upload as variants. Replacing the original files will automatically replace the correct file, based on matching the file name.

Uploading variants

If your artwork needs to have a different variation for a specific country or language (such as different packshots or logos) you can add these directly to the automation folder. Simply upload the variants with the same file name as the file you want them to replace. Then select Upload as variants and add the country or language the file is for.

Note - you will need to upload variants 1 at a time.

Screenshot of: Click here.

Click Next

Screenshot of: Click "Next"

Click Add country

Screenshot of: Click here.

Click UK

Screenshot of: Click "UK"
Screenshot of: Click "CancelUpload"

Click Add language

Screenshot of: Click here.

Click English (United Kingdom)

Screenshot of: Click "English (United Kingdom)"

Click Upload

Screenshot of: Click "Upload"

Click Finish

Screenshot of: Click "Finish"

Configure customisation options

To increase the flexibility of a master template, you can set certain images or videos as customisable. This allows users to select the image/ video that will appear in the artwork.

Marking your Master Template for customisation

To set-up customisation, first you need to ensure the type of customisation you require is enabled on the Master Template. This can be done by navigating to Sys admin > Master Template > Active and finding the Master Template you want to customise. Click "edit row" and scroll to the bottom of the form to the Customisation section to toggle on image customisation or video customisation.

Select which images/ videos can be customised

To specify which images/ videos can be customised, as well as what assets should be available for customisation, go to Sys admin > Master Template > File Tree and navigate to the Master Template you require. In the Automation folder, click the pencil icon next to the image/ video you want to customise to edit its details.

You can then mark it as customisable by toggling on "make variable". The variable name is what will appear to users during creative allocation or when completing a bulk content form. Make sure it is clear what this element is.

Tags need to be applied to the image to define what assets from Asset Manager will be available during customisation. You can apply 1 or more tags which will need to also be on the assets for them to be available. If you apply multiple tags, only assets that have ALL of the selected tags on them will be displayed.

Assign a translation form

Translation forms contain all of the text elements used in your master template, across all the languages you need to make content for. They can be set-up in Sys Admin > Type > Translation forms. Once set-up, you can apply them to your master template by editing the record from the active tab.