Template Author Training Course

Module 1: Introduction to Brandgility

• What is Brandgility?
• Why Use Brandgility?
• How Does Brandgility Work?
• Who Should Use Brandgility?

Module 2: Template Studio Overview

• Template Studio Environment: Navigation and layout.
• Top Bar Controls: Edit vs. Preview.
• View Modes: Placeholder, scaling, bleed, and snapshot modes.
• Palettes Overview: Placeholder, layers, logic, and questions explained.
• Tool Bars: Adding elements and questions with practical use cases.
• Work Area: Selection, pan/zoom, paging, and shortcuts.
• Properties Menu: Page controls and context-sensitive settings.

Module 3: Designing Within Template Studio

• Page Setup: Units, size, bleed, and multi-page setups.
• Image Frames: IDs, uploading, scaling, alignment, and styling.
• Background and Logo Elements: Adding and managing these assets.
• Shapes: IDs, fill colors, and opacity.
• Header Boxes and Text Frames: Fonts, sizes, colors, styles, and font-size limits.
  • Front Layout: Headline, Subhead, and Body.
  • Back Layout: Headline, Body, Offer, Contact, and Legal.

Module 4: Ensuring Flexibility

• Text Frames: Inline editing for headlines, offers, and contact details.
• Asset Picker: Library filtering, quick logic, permissions, and linking.
• Testing and Previews: Editing workflows and previewing templates.

Module 5: Managing Offers

• Offer Picker:
  • Adding an offer picker and setting up placeholders.
  • Adjusting properties for Body and Call-to-Action elements.
• Adding a New Offer:
  • Duplicating offers and uploading new QR codes.
  • Adjusting Terms & Conditions effectively.

Module 6: Assignment

Assignment One:

• Design and build a double-sided portrait version of the template.
• Reuse the same image and offer libraries.
• Add your name to the template as part of the design.

Module 7: Working with InDesign

• Installing the Plugin: Step-by-step instructions for adding the Brandgility plugin.
• Tagging Design Elements: How to prepare your design by tagging placeholders.
• Exporting the .bgx File: Guide to exporting compatible files for Brandgility.
• Importing Designs: Instructions for uploading .bgx files into the platform.

Module 8: Scaling and Resizing

• Allow Resizing: Enabling elements to adjust dynamically.
• Custom and Standard Sizes: Evaluate whether to use these options for agency workflows.
• Min/Max Aspect Ratios: Setting limits to maintain design integrity.
• Element Behavior:
  • Pinning, resizing, and scaling modes.
  • Adjusting font sizes for flexible text handling.

Module 9: Additional Templates and Campaigns

• Creating a Campaign: Steps to build and manage a campaign with multiple templates.
• Duplicating Templates: Efficiently reusing existing designs.
• Reconfiguring Artwork: Adjusting designs for new sizes.
• Scaling Rules: Defining new rules to adapt layouts to different dimensions.

Module 10: Co-Branding Options

• Duplicate and Modify Layers: Steps for creating co-branded designs.
• Image Frames: Managing IDs, uploading, scaling options, alignment, and styling.
• Background Images and Logos: Customizing these elements for co-branding.

Module 11: Adding and Managing Logic

• Select Questions: Adding questions, assigning IDs, and setting options.
• Logic Panel Overview: Explanation of Events, Logic, and Actions tabs.
• Adding Logic:
  • Create question-triggered events.
  • Define logic-based conditions (e.g., question state).
  • Show/hide questions and content dynamically.
• Preview and Test: Verify logic functionality.

Module 12: Assignment

Assignment Two:

• Use the example artwork to tag and import a design into Brandgility.
• Add scaling rules.
• Create logic to toggle an offer flash on or off.