This is an end user guide. I will describe how you do your first base banner creation. You should need no prior knowledge.
Every template differs in what options are available and what you as a user are allowed to do in them. This guide will go over typical general functionality, but your templates may differ. For specific guidance, please reach out to "local marketing", your local "IT help desk" or who ever owns and manages the Papirfly platform for your organization.
The number of options available to you depends on how much has been enabled. Certain brands are quite open while other brands are much more locked in, meaning users will get fewer options and less freedom to make changes.
Prerequisites:
- You need access to the templating tool. If you look in the top left corner at the product selector, you can see if you have access to "Produce"
- You need access to one or more banner templates
Terminology:
Certain words are used to describe items in the Produce application. Please familiarize yourself with this list so its easier to follow the guide.
- Template: A "create your own document" where you fill in certain details, maybe add images or videos. As an end result, you get a finished creative asset which you may download or send to vendor.
- Document: When you use a template, the end result you receive is something we call a "document". This may be confusing since in this case, we are working with videos etc. Just keep in mind that in Produce, a document refers to your finished creative asset.
Where do I find these templates?
There is a starter guide here:
Produce: How to find and access templates.
Okey so now we have a template open. What do I do?
The examples I show and the templates you have available may differ. Make sure to reach out to your local system managers if you have questions around your templates. I will go over some general actions and steps to help you understand how things are displayed and the general actions available.
There are three primary zones in the editor.
- The preview window. Top left is the banner you are creating. Changes you do will display directly there immediately so you know exactly what you are creating and what you will receive once you are done. Directly under this view you have access to a "play" button. This will open a preview so you may see the banner animated if it is supported.
- On the right hand side you have options and selections. Typically these contain options for color choices, image selections or style of the video or parts of the video. It also may contain options for what type of file you receive, the size of it etc.
- At the bottom you have the timeline editor. Here you may adjust items, add items (if permitted) and make changes. Each box inside the timeline represents an element. Each element may be clicked and additional settings may appear on the right hand side.
Let's get to it:
In this template, there are quite a lot of options. Some are obvious (right hand side menu) and some are less obvious.
If you move your mouse over the preview section, you will see that certain items highlight
This tells us that you may be able to make changes to it. In this one I may change the text.
Note that when I click on the frame, I also get this option to alter the font size of the text in case I want it bigger or smaller.
I may also change the button text.
Clicking on the grey big box, I am asked to supply an image.
There are additional options for me to pick from on the right hand side.
Options may range from size and format of your banner, background, text options, including or excluding items and elements etc. This varies greatly from template to template so please explore the templates you have available to you.
In my example, I got a content warning.
The text I have added does not properly fit and I may not save this template before I fix the issue.
In this cause I solved it by clicking the highlighted text and changing the text size to smaller.
Go trough the different menus and items in your template and when the ad looks satisfactory, click the save icon in the top right corner to create your document.
Where to find my document:
There are several ways to find your documents.
If the template is published in Point, clicking the template again, it will display your documents immediately.
If you are inside the Produce application, you may either click the template again to see the documents or you may go to the documents tab to filter trough all your documents (and possibly the documents others have made, depending how your platform is set up).
The ad should be either immediately available or be ready shortly. If you do not see it, try reloading the page or check back again in 5 minutes.
Click on your document and you can download it.
Questions and answers:
- Who decides what I am allowed to do or not?
- The system managers, local marketing or agencies who design these in your platform often has done research to figure out what options are needed and making sure the templates follow the brand guidelines closely. - Who sees my created documents?
- This depends on your platform setup. if you go to the documents tab, you may be able to filter on "business units" or other filters. Generally, if you do not see other peoples material and don't have any filters, it is relatively safe to assume your documents are private and visible only to you and the system managers. - Why do templates differ so much?
- Templates are tailored and customized project files which are made to suit your organization specifically. To avoid redundancy and confusion, unneeded options are often hidden, locked or simplified. This makes the above guide only an example of how to work with a banner template, not necessarily how yours work specifically. Look for or ask for documentation in your platform as there may be some specific guidance available.
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