DIY Elevate Templates: How to create your own Elevate Template

Benefits of Elevate

Templated videos offer numerous benefits, particularly in enhancing efficiency, consistency, and quality. By using pre-designed templates, businesses and content creators can produce videos quickly without compromising on professionalism. This streamlined approach significantly reduces production time, allowing teams to focus on creative aspects rather than repetitive tasks. Consistency is another key advantage; templates ensure that all videos adhere to brand guidelines, maintaining a cohesive look and feel across different pieces of content. This is especially useful for marketing and corporate communications, where brand identity is crucial. Additionally, templated videos can simplify the process for those with limited video editing skills, making high-quality video production accessible to a broader audience. Overall, templated videos are a powerful tool for boosting productivity, ensuring uniformity, and enabling anyone to create polished, engaging content.


Creating your own Elevate Templates

Elevate templates help streamline the process of creating consistent, professional documents for various purposes. Follow these steps to create Elevate templates:

Step 1: Access the Elevate Template Builder

  1. Log in to Your Account: Go to the Elevate login page and enter your credentials to access your account.
  2. Navigate to the Template Section: Once logged in, find and click on the "Templates" tab in the main navigation bar.

Step 2: Start a New Template

  1. Click on "Create New Template": Look for a button or link that says "Create New Template" and click on it to start the template creation process.
  2. Select Template Type: Choose the type of template you want to create from the available options (e.g., document, email, presentation).

Step 3: Customize Your Template

  1. Template Settings: Fill in the basic settings for your template, including:

    • Template Name: Provide a unique name for your template.
    • Category: Assign a category to help organize your templates.
    • Description: Write a brief description of what the template is for.
  2. Add and Arrange Elements:

    • Text Blocks: Click on the text block icon to add text sections. Customize the font, size, color, and alignment.
    • Images: Upload images or select from the media library. Adjust size and placement as needed.
    • Tables and Charts: Insert tables and charts to present data clearly.
    • Headers and Footers: Set up headers and footers to appear on each page or slide.
  3. Use Placeholders: Insert placeholders for dynamic content. These placeholders will be replaced with specific data when the template is used. Common placeholders include:

    • : User’s name
    • : Current date
    • : Company name

Step 4: Apply Styles and Formatting

  1. Themes and Styles: Select a pre-designed theme or customize your own styles to ensure consistent branding across all documents.
  2. Formatting: Apply formatting to text, such as bold, italics, underline, bullet points, and numbered lists.

Step 5: Review and Save Your Template

  1. Preview: Use the preview function to see how your template will look when completed. Make any necessary adjustments.
  2. Save: Click the "Save" button to store your template. Make sure to save your progress frequently to avoid losing any changes.

Step 6: Test Your Template

  1. Create a Test Document: Use your template to create a test document. This will help you identify any issues or areas for improvement.
  2. Review and Adjust: Make any necessary adjustments based on the test document.

Step 7: Share and Use Your Template

  1. Publish Template: Once satisfied, publish your template so it can be used by you and your team.
  2. Access and Use: Access your published template from the Templates section and start creating consistent documents.

Tips for Creating Effective Elevate Templates

  • Keep It Simple: Avoid clutter and keep the design clean and professional.
  • Consistency: Ensure consistency in fonts, colors, and styles to maintain brand identity.
  • User-Friendly: Make templates easy to use by clearly labeling sections and using placeholders effectively.
  • Feedback: Gather feedback from team members to continuously improve the template.

By following these steps, you can create professional and efficient Elevate templates that will save time and ensure consistency across your documents.



DIY Elevate Templates FAQs

What’s the difference between 2.0 and 3.1?

It’s a bit complicated because 2.0 is technically still available. 3.1 doesn’t replace 2.0.

Users can still choose to use 2.0 if they want to use their own custom templates.

If a user chooses ‘Create -> Elevate’ they will be taken to the 3.1 workflow.

If a user chooses ‘Create -> From Template’ they will be taken to the 2.0 workflow.

Can I get a preview of the Elevate?

After recording, users may review the PTC video that they created.

What if I’m not happy with my recording?

Users can click ‘retake’ to retake the recording.

Is hyperbatch supported in 3.1

No, but hyperbatch is still supported in 2.0.

Are there any limits to the number of Elevates that can be created?

No. Not for now. We want to encourage use of Elevate so we can learn more about customers’ usage.

How long does it take Shootsta to process the Elevate?

Elevates are, typically, generated in 5 to 10 minutes from submission.

What if there’s a LOT of submissions at the same time? Will it overload our server?

The engineering team made something quite smart - if our server gets overloaded it will spin up a new server to ensure that Elevates are processed and created in a timely manner.



Got Questions?