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What are Master Templates and how do they work?
What are Master Templates and how do they work?

Using Master Templates, you can customize all the creatives in a catalog with a single click.

Bhuvi Gupta avatar
Written by Bhuvi Gupta
Updated over a week ago

Use Master Templates to customize ALL the creatives in a catalog in a single shot.

Socioh's Branded Catalogs can have a single Master Template or multiple Master Templates, based on the design used (with variations used to accommodate rotating background colors or value props, size variations, etc.)

Under each Master Template, you will see the total number of products that have been fitted into that variation.

You can disable variations you do not wish to use, or edit any or all variations in a Branded Catalog.

How to Edit a Master Template:

  1. Click on the ‘Edit' prompt under any Master Template you'd like to edit. This will take you into an edit screen, with all the Master Template variations on the left panel. The changes you make to a selected variation will reflect only for the products using that template variation.
    You can edit 1 or all master templates on this screen. Just make sure to click "Done" on the top right corner of your screen to save your changes.

  2. You can also ‘disable’ any Master Template. Select the one you want to discard and click on "Disable". The products that were being fitted into this variation will now be shifted to the (next) closest variation in use.


    TIP: Let’s say you want to edit a Master template and find that 99% of your products are being fitted into a square variation, but 1 product each is being fitted into 2 other variations. To avoid editing all 3 variations, you can disable all variations other than the square one. Of course, some of your products will not be fitted perfectly, but you will save on time.

  3. Your edited creatives will be used for the catalog that you are creating. When you save an edited template, you'll be asked whether you want to save it for later use. If you agree, you can rename it and the saved design will now be available to you under "My Templates".

  4. When creating a new catalog, you may want to use your previously edited designs. Simply go to "Select Template" after choosing your products. Now look under "My Templates" to find all of the designs you have saved.

  5. When editing Master templates, you can also add different types of elements to your product images. Add brand assets, text elements, stickers, or more to edit your creatives exactly as you like, using Socioh's designer tool.

  6. If you're subscribed to the Growth Plan (or higher), Socioh also allows you to add mapped/tagged fields to your creatives. You can define a whole range of conditions to add these elements to your product catalogs.

    Select the particular element you'd like to map or tag with a dynamic value, and click on the "Value" option on the top right corner in the edit screen. Now add or edit a condition based on which you'd like that element mapped.

    Have any questions? Use the chat bubble on your screen to send us your query.

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