Use Guidelines

Get familiar with our product, features and integration.

Templates, Prompt Mapping

This guide explains how to use existing templates, modify them, and create your own reusable templates from scratch. 

 

1. Browse Available Templates 

Open the Templates section from the left sidebar. 

Templates are organized by categories such as: 

  • Email  
  • Print  
  • Social Media  
  • Presentation 
  • Interactive presentation 

Use the search bar and filters to quickly find the template you need. 

 

2. Start a Project from a Template 

To create a new project using an existing template, simply hover over the template and click Create project.  

If you’d like to make changes before using it, select Edit template instead. 

 

3. Create Your Own Template 

Click Create new in the top-right corner to build a template from scratch. 

In the setup window, you’ll need to: 

  • Enter a template name  
  • Select a use case  
  • Choose a canvas size  
  • Optionally upload a background image  

Supported use cases include: 

  • Print  
  • Email  
  • Social Media  
  • Presentation  
  • Interactive Presentation  

You can use predefined canvas sizes or define custom dimensions by entering the width and height manually.  

Once you’re ready, click Create. Your template will automatically appear in the category matching the selected use case.

  

4. Build Your Template 

Once you’ve created your template, it will appear under the category corresponding to the selected use case, such as Email, Print, Social Media, Presentation, or Interactive Presentation. 

Locate your template in that section, hover over it, and click Edit template to open the Template Editor and start designing. From there, you can customize the layout and prepare the template for future projects. 

Using the top toolbar, you can add and arrange elements such as: 

  • Text  
  • Images  
  • Image placeholders  
  • Shapes  
  • Links  
  • Additional design elements  

You can also customize the canvas background using the Background Fill settings, choosing between a solid color, gradient, or image background. 

 

5. Customize Element Properties 

The Design tab in the right sidebar gives you full control over the appearance of selected elements.  

Frame Settings 

Adjust: 

  • Position  
  • Size  
  • Rotation  
  • Corner radius  

These settings help you fine-tune your layout with precision.  

Fill and Stroke 

For shapes and visual elements, you can customize: 

  • Fill colors  
  • Border colors  
  • Border styles and thickness  

Text Settings 

For text elements, you can modify: 

  • Font  
  • Size  
  • Weight  
  • Line height  
  • Letter spacing  
  • Alignment  
  • Text styling, such as bold or underline  

 

6. Use Prompt Mapping 

One of the most powerful template features is Prompt Mapping

Prompt Mapping allows you to assign instructions directly to text fields within your template. When the template is used in future projects, the system automatically generates content for those fields based on the prompts you’ve defined.  

To set it up: 

  1. Select a text field  
  2. Enter your instruction in the Prompt Mapping field  
  3. Click Save  

This makes your templates smarter, more reusable, and easier to automate.

 

7. Save and Reuse Your Template 

Once you’ve configured your layout and elements, your template is ready to be used in future projects. 

Simply select it whenever you start a new project to maintain consistency and speed up content creation.

 

Need Help? 

If you have any questions, contact Customer Success through the Editor chat or by email.