Templates


If your organization is using Optimal Blue Marketing services, they may provide pre-approved templates for you to easily post! This helps your organization reach a wider audience and you (MLO) to stay compliant and up to date with companywide marketing material.




To access click the 'Content Library' menu from the main screen.



When arriving to the Content Library section the options of Templates and RSS Articles will be seen (shown below). To continue with Templates, tap on the 'Templates'. For information regarding RSS Articles, select HERE.


                                                                                                                                                               

Step 1: Select the template to be used or a folder to view other templates if available. Magnifying Glass icon is used to search for folders and templates. Funnel icon is used for sorting the list by tag associated with the template. Shared templates and folders are set by your organization.


 


Step 2: Press the arrow to the right any available template. 'Select Social Accounts' and Click 'Done'.

 


Step 3: Tap 'Next' (top right). 

Choose to post the template Now, Schedule for a later date/time, or cancel.