The Resources Tab: Templates

    The Resources Tab is where you will create, organize and control the Resources for your SRM account. Resources, as we mentioned before, are your Social Properties, Teams, Bundles, and Templates you have created for your account.

    The Templates area of the Resources tab is where you can create and edit Templates for use in SRM Publish.

    You can work with the Templates section if you are an Oracle Social Marketing customer.


    What is a Template?

    Templates allow you to create posts in Publish with certain fields pre-filled. You can create templates as complex as creating consistent messaging for campaigns, or as simple as assigning your users to post to specific regions.

    How does Geotargeting work?

    Geotargeting lets you make a Facebook post that only your Fans that are in a certain country, city, and/or language will be able to see. A geotargeted post will only be visible on those users' news feeds and only those users will be able to see the post on your Page.

    Creating a Template

    From the main Templates page, click Add a Template. You'll be taken to the template creation page.

    1. Give your template a name. This can be anything. Click Save Changes to continue.
    2. Choose the locations you want to geotarget. You can geotarget to a country, language, or both.

      • Country: Type the name of the country you want to target into the text field. If the country name matches one from Facebook's master list, it will appear and you can click to select it.
      • Region: You can choose to narrow your country geotarget to a particular region, either a state/province, or a city. Click the radio button next to the one you want to target, and enter the specifics as necessary.
      • Language: Type the name of the language you want to target into the text field. If the name matches one from Facebook's master list, it will appear and you can click to select it.
    3. Click Save Filter to save your template.

    Your template will now appear in the master list on the Templates main page and in Publish, where you can use them for your posts.

    Adding a Template to a Bundle

    Once you have created a template, you'll need to add it to a bundle for users to be able to use them in Publish. The template will be automatically added to the bundle you created it in.

    To add the template to a bundle, click the Bundles tab. Click on the name of the bundle you want to add the template to, and scroll down to the Templates area.

    Click Select Templates. Select the template you want to add, then click Save Changes. The template will then be available to users in the bundle in Publisher.

    Using a Template in Publish

    To learn how to use your templates in Publish, see the Creating a Post help article.


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