The Player and Website release types both offer customization options that impact the look and feel of the published product, including logo images, colors, and font selections. Template presets allow you to store predefined configurations of these options, which can then be applied to releases with one click. This approach can simplify the release publishing process while also helping to ensure style and brand consistency across published releases.
To create a template preset:
Please note: in order to manage presets, your user account must have the "owner" role within your organization. All users in the organization may apply existing presets to releases.
- Click the menu icon at the top left corner of the Platform's interface to expand the sidebar menu, then select "Template Presets" under the "My Organization" heading.
- Choose "New Preset," enter a name for your preset, and click "Create." Preset names are not displayed publicly.
- If you would like this preset to be applied by default when new releases are created, select the "Default" checkbox. This selection can be overridden at the level of the individual release — it merely impacts the initial configuration for newly-created releases.
- Complete the form fields to adjust colors, fonts, images, and other configurable template options. As you make changes, the preview in the right column updates dynamically.
Note: when uploading images of logos or other graphics, we recommend using files in SVG format, if available. - When you are satisfied with the settings, be sure to click "Save" near the top of the page. The preset is now ready for use and will be listed as an option when editing a compatible release.
You can create any number of presets, representing different configurations of template options. For example, if your organization runs multiple properties with distinct brand identities, you might wish to create a template preset for each one.
Duplicating an existing Template Preset
You can also duplicate an existing preset rather than creating one from scratch.
Read more about this process here: How To: Duplicate a Template Preset
To apply a template preset to a release:
To apply an existing preset to a release, navigate to the "Publishing" panel of the release edit view, then click the "Edit" (pencil) icon for the active template displayed in the right column.
In the configuration window that appears, select "Apply preset: [preset name]" from the list of options and click "Accept."
In some cases, you may wish to configure an individual release mostly based on an existing preset, but with some minor adjustments. This option is also supported:
- In the template configuration window, choose "Custom options configuration" instead of "Apply preset."
- From the drop-down menu labeled "Load Preset," choose a preset to use as the basis for your custom configuration.
- The form fields below will be updated to reflect the values stored in that preset.
Customize individual fields as desired, and click "Accept" to apply the changes.
Menu button options for Releases
The Menu button that appears at the bottom left of Releases can be set to one of three options -- MENU, MORE, or INFO.
This is selection is set as part of a Template Preset that is then assigned to a Release.
At the bottom of this settings page is a checkbox to select the Menu Option to display.
Select your preference, and then click the SAVE button at the upper right of the Platform interface.
Any Release that is assigned this Template Preset will now display this choice.
Allowing or disabling others from embedding your Players
Allowing embeds
By default, other users have the ability to embed your player in websites by clicking the Share button at the bottom right of your player release.
And then clicking the Embed button and copying the code in the code window and dropping it into any website.
Your player will appear in their site with your branding on it.
Any changes you make the contents of the Player will automatically update any place it is embedded.
Disabling embeds
If you'd like to disable others from embedding your player, you can do so while editing your Template Presets.
At the bottom of each template will be a checkbox labeled Disable Embed.
Click the check box and hit save.
Any Player using this template will no longer have Embed as an option in the share features.
Allowing site-wide search
You can enable or disable the ability of users to search the content of a Website Release.
If enabled, a search icon will appear at the top right of your web allowing users to enter a term to be searched on, powered by Google.
The Show Site Search checkbox is at the bottom of the Template Presets tab.
After checking or unchecking the box, make sure to click the SAVE button at the top right of the interface.
Any Website Release using this template will have search enabled or disabled based on your selection.