What are Templates?

In Social Card, templates are the starting point for all your cards. Cards can not be created without an active template.

What's in this article:

• A brief overview
• Why use Templates?
• Brand Integration
• Customization
• Repetition
• Controls
• Varying use cases
• Brand migrations & updates via Sync

A brief overview

A template is a pre-designed format or layout that can be used as a starting point for creating a document, webpage, or other types of content. Templates often include placeholders for specific information, such as text, images, or data. They can be customized to fit the needs of the user. In digital business cards, a template may include a card's layout, design, branding elements, placeholders for contact information, and other details specific to the individual application. Templates can save time and ensure consistency in the appearance of your cards across your organization.

Why use Templates?

Templates allow decision-makers to take fine-grained control over the way your team(s) use their new digital business cards. An emphasis on brand integration is crucial to the success of any business, and we know how important it is to you. With templates, you set the foundation for all your cards and how they function, look, and share.

Brand Integration

Seamlessly combine the power of your brand with the Social Card platform to build continuity across your team's networking efforts. Templates are the root of your brand integration within Social Card. Have multiple brands? Make multiple templates!

Customization

It's your brand! Why should we restrict how you display it? With templates, you are in control of how your Social Cards look. Customize colors, shapes, shadows, media, and content, with more customizations coming soon. Learn more about customization in Social Card.

Repetition

No need to enter the same global information on every business card; add it once to your template, and it becomes accessible on every card. Useful for company websites, calls to action, socials, addresses, emails, phone numbers, and more.

Controls

Define controls and requirements for how your teams use their Social Cards. From style locking to default content, your admins are in full control of the results.

Varying use cases

There is no limit to how you implement Templates within your account. Create a generic template for your entire team or department-specific templates geared towards a specific use case like sales, engineering, leadership, or marketing. Heck, you can even create a branded template for the holiday season!

Brand migrations & updates via Sync

Templates are now ready to evolve with your brand and business. Since the release of Social Card 2.0, you can now migrate existing cards to new template styles with the click of a button. Now all you need to do is update your template with new branding, media, and colors. Publish the template changes and sync your active cards.

Now that you've learned about templates and their benefits to your digital business cards let's explore Recipients.