New in September 2021: Workshop Templates.
When you're getting started with Showcase, you'll likely have one presentation covering everything a prospect might need to know about your business. This is a good place to start.
Over time however, you might find you need to customise individual presentations for more specific purposes.
- A pitch or RFP designed for a particular customer
- Promotions that are limited time or limited to specific region
- New product or unique listing presentations
In these fast-paced scenarios, Admin users may be willing to give Editors access to create these one-off kinds of presentations, without sacrificing established brand aesthetics or core messaging.
For this, we give you:
Take any existing Showcase presentation and 'Set as a template'.
Find the toggle for this under 'Settings' for the existing presentation.
Along with this we have also introduced a 'New Presentation' screen where you choose how you start a new presentation.
At the top of the list will be any templates you've set up. Clicking one of these will make a brand new presentation that's based on your set template.
Some things to note:
- Setting a presentation as a template hides it from the 'Home' screen, so make sure you don't need a presentation for something else before you switch the 'Set as Template' toggle.
- Templates are not visible to Viewer users.
If you want to edit your template in the future we've introduced a new filter for the 'Home' screen, up the top right near search:
Imagine how you might have a template for a Tender Response, or a custom proposal to a big prospect. That can have a cover slide with a replaceable image in a hotspot; some placeholder slides which talk about your specific customised response to this prospect; then some more generic slides, maybe lifted from your usual core presentation.
Editors can now come in and create a custom presentation from this template with half the work done for them. That's a huge time saving!
You might be wondering how you can edit the template again in future, if it's hidden from the Home screen by default. We've introduced a new filter for the Home screen, up the top right near search. So you can still see the original Template presentation if you need to: