The template feature, only available on the "Wave for Teams" or "Enterprise" plan, allows administrators to create, manage, and apply standardized digital business card designs for their teams in bulk. This ensures consistency in branding, saves time on individual customization, and makes it easy to update and deploy new card designs across an entire organization.
A template can be assigned to multiple teams. For example, your sales, marketing, and recruitment teams can all use the same template while belonging to different groups. This will help maintain consistent branding and improve user organization on your dashboard for tracking contacts and analytics from various teams.
However, a team can only have one template assigned at a time. This ensures there is no overlap of designs on your team members' profiles.
How to Create Templates
1. Navigate to https://app.wavecnct.com/login and log in to your admin account. Make sure your account is on the "Wave for Teams" or "Enterprise" plan.
2. Click "Templates"
3. Click "Create Template"
4. Add a "Template name"
5. Select the "Team" to which you would like this template design applied. You can choose multiple teams.
6. Click the "Website Branding" field to auto-create a template design using your website assets.
7. Type your website without the (https://www.). Simply add "yourdomain.com" and select it from the drop-down menu.
8. Click "Create" to generate your template.
9. You'll see a preview of your generated template on the right-hand side of your screen. You can now start editing your template further.
By following these steps, you can create and manage templates that ensure your team's digital business cards are consistently branded and professionally designed.
How to Duplicate a Team Template
This guide provides a straightforward method for duplicating team templates.
1. Navigate to https://app.wavecnct.com/login and log in to your admin account. Make sure your account is on the "Wave for Teams" or "Enterprise" plan.
2. Click "Templates"
3. Click the "..." on the template you'd like to duplicate.
4. Click "Duplicate Template"
5. You're all set! Your template has been duplicated.