> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://faq.brandeploy.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# What are the best practices for creating a template in Brandeploy?


# **Introduction**
A template is a ready-made structure that allows you to quickly create consistent and professional visual content.
Its main purpose is to save time: rather than starting from scratch with each new creation, the graphic structure is preserved, and only the content (text, images, videos) is modified.

* **Template Organization**
A template (image, carousel, or video) must be created at the correct platform level: Account OR Brand OR Project.
Account: The template is automatically accessible from all brands and all projects, except if templates have been removed from heritage.
Brand: The template is available from all projects associated with that brand.
Project: The template is available only from this specific project. ![](https://storage.crisp.chat/users/helpdesk/website/-/b/e/b/f/bebf369a1e109800/capture-decran-2026-05-05-a-12_3b7fuw.png =200x343)



👉 ${color}[#1e00ff](**Recommendation**)${color}[#1e00ff](: )It is recommended to create templates at the Brand level to take advantage of associated graphic settings (colors, fonts, etc.). 


# **Access and creation**

Go to the top menu “Account setup” under the brand name 
Click on Templates
Create categories to organize the templates
Click on the “+” button, then select the green Template icon ![](https://storage.crisp.chat/users/helpdesk/website/-/b/e/b/f/bebf369a1e109800/capture-decran-2026-05-05-a-12_usx3of.png =400x107)
* ![](https://storage.crisp.chat/users/helpdesk/website/-/b/e/b/f/bebf369a1e109800/capture-decran-2026-05-05-a-12_1m8k1hp.png =200x448)
* ![](https://storage.crisp.chat/users/helpdesk/website/-/b/e/b/f/bebf369a1e109800/capture-decran-2026-05-05-a-12_5sdz3o.png =300x162)
* **A window will open allowing you to:**
Name the template
Choose the type (image, carousel, video)
Define the format (as with a standard creation) ![](https://storage.crisp.chat/users/helpdesk/website/-/b/e/b/f/bebf369a1e109800/capture-decran-2026-05-05-a-12_1d33b8b.png =300x292)
# **Creating Templates**

* **Format /size**
__For multi-format templates:__
For images, carousels and videos, prefer to start with a square format (1:1), for example, 1080x1080.
This format is easier to adapt to both portrait and landscape orientations.

* **Text Management**
To make sure translations, batch creations or assistant creation work well:

Choose an appropriate font size to accommodate longer texts.
Use sufficiently large text areas.
Adjust text blocks to avoid overlapping.
Do not combine multiple styles within the same text block.
→ Styles are not preserved during automatic translations via Google or Deepl. ![](https://storage.crisp.chat/users/helpdesk/website/-/b/e/b/f/bebf369a1e109800/capture-decran-2026-05-05-a-12_16897p7.png =300xauto)


* **Naming and layer organisation**
Clearly name each layer
Use descriptive names to guide the user ![](https://storage.crisp.chat/users/helpdesk/website/-/b/e/b/f/bebf369a1e109800/capture-decran-2026-05-05-a-12_y0071w.png =200x317)



# Setup "Configuration assistant" (top right)
Select “Master” (top left)
Check “Start with assistant”
→ This allows you to directly open a simplified interface when using the template ![](https://storage.crisp.chat/users/helpdesk/website/-/b/e/b/f/bebf369a1e109800/capture-decran-2026-05-05-a-12_7u1hym.png =400x256)
![](https://storage.crisp.chat/users/helpdesk/website/-/b/e/b/f/bebf369a1e109800/capture-decran-2026-05-05-a-13_ncxu7m.png =300x300)



👉 ${color}[#1e00ff](**Managing Editable Elements:**)
Select only the layers you want to modify in “Editable layer”
Lock fixed elements to prevent accidental changes ![](https://storage.crisp.chat/users/helpdesk/website/-/b/e/b/f/bebf369a1e109800/capture-decran-2026-05-05-a-13_154uh2k.png =300x391)