Creating a New Job in Embedded Creative Templates

Modified on Wed, 8 Oct at 5:49 PM

Once templates have been loaded in your IntelligenceBank platform your users with relevant permissions can use the Embedded Template Builder to create new jobs from a template.

Below are the steps for creating a new template, or click on the headings to find out more.

Start Job Creation
Apply Changes to Core Layout
Save & Apply Changes to All Sizes
Preview & Edit Additional Sizes
Download Job

1. Start Job Creation

Click "Create Job" from your chosen existing template to begin the process.

Screenshot 2025-05-28 at 11.52.42 AM.png

An overlay will appear with a step-by-step overview. Click "Get Started" to proceed to the job creation interface.

2. Apply Changes to Core Layout

This layout will be used as the basis for all other sizes. Changes made to this size will be applied to all other sizes when saved.

Click on any element that is highlighted with a blue square to begin editing.

Use the left panel in the editor to access available design tools and elements
Use the top toolbar to access additional editing options
Add and arrange elements on the canvas as desired and/or permitted
Customize colors, fonts, images, and other design elements as permitted.

3. Save & Apply Changes to All Sizes

Click the Size icon on the right to open the size panel.

Click Save to apply changes made to Core Layout to all available sizes.

4. Preview & Edit Additional Sizes

Click into any desired size to preview it and make design or layout modifications if permitted and/or required.

Individual Size Changes

Open individual sizes to make specific adjustments that won't affect other sizes
These changes are size-specific and allow for customization per format
Changes are automatically saved when you switch between individual sizes

If the same change is needed on all sizes

Select the Core Layout and make the necessary changes
Click "Save" to apply these changes to all sizes

NOTE: Changes to size and positioning of elements on Core Layout will not be applied to other sizes

Removing a Size from a Job

If a size is not needed for the particular job, click on the Delete icon to remove it
If a size is deleted from a job by mistake, it can be re-generated by selecting it in the "All Sizes" tab and clicking "Generate." Note: the size will be created based off the original Core Layout of the Template. Any changes made during the Job Creation can be applied by opening the Core Layout and clicking "Save."

5. Download Job

When you're satisfied with your designs, click "Download."

Complete the fields in the overlay to:

Name your job
Select your desired file format(s)

Completed Jobs will be sent to your Downloads folder as a zip file, designated by your Browser.