📬 Managing Postcard Templates with Design Manager

Overview

As a Design Studio Admin, you can design custom postcards from scratch or manage which existing templates are available for your agents to use and order.

✨ Creating a Custom Postcard Template

Follow these steps to build a unique postcard specifically for your brokerage.

1. 🏠 Navigate to Design Studio: Click on Design Studio in your main menu.

2. ⚙️ Access Admin Tools: Click on Admin Management and then select Templates.

3. ➕ Start a New Design: Click the Create Templates button.

4. 📄 Choose Your Format: Select Postcard from the list of options.

5. 🎨 Design Your Card: Use the editing tools to build your custom postcard.

   • Tip: If you want to use dynamic fields (like automatically pulling in agent names or property prices), check out our[Dynamic Fields Tutorial].
     

6. 💾 Save Your Work: Once finished, click Save. You can save it as a Draft if you're still working, or Active if it’s ready for agents to use.

7. 📁 Categorize: Select the appropriate category so your agents can easily find it.

🛠️ Managing Existing Templates (Preview, Hide, & Copy)

You can control which "Back At You" templates your agents see by using the three-dot action menu.

1. ⚙️ Go to Admin Management: Click Design Studio > Admin Management > Templates.

2. 🔍 Locate Templates: Click Create Templates and select Postcard to see the full library of available designs.

3. 🖱️ Open Options: Click the three-dot action button (⋮) on any template to see your choices:

   • 👁️ Preview: See exactly what the front and back of the postcard look like.

   • 🚫 Hide: Use this to prevent your agents from seeing or using a specific template.

   • 👯 Duplicate: Create a copy of an existing template so you can tweak the design and save it as your own.

🧹 How to Filter Your Templates

Easily find specific designs or manage your hidden templates using filters.

1. ⚙️ Go to Templates: Navigate to Design Studio > Admin Management > Templates.

2. Filter Search: Click the Filter button.

3. 📍 Refine Your View: Select Postcard and then choose your criteria:

   • Status: Active or Draft.

   • Owner: Who created the template.

   • Category: The specific theme of the card.

   • Hidden: Toggle this to see (or hide) the templates you’ve previously removed from agent view.

💡 Need More Help?

If you have questions about Design Studio Admin or want to unlock these features, please reach out to your Account Manager.

• Not sure who your Account Manager is? No problem! Simply email our support team at support@backatyou.com and we’ll get you connected.