All your templates live on one page. Open Templates to see them, grouped into Social recipes, Video templates and Campaign templates, with each group in alphabetical order. You can search by name or description, narrow the list with the All Types filter, and switch between cards and rows on a wider screen.

Save a storyboard as a video template

This is the way to get a video template with scenes in it. It uses no credits.

Open the project in Media, then Videos.
On the storyboard, open the more actions menu (the three dots) and choose Save as Template.
Give it a Template Name. It starts as the project’s name plus the word Template. The description is optional.
Choose Save Template. You will see a message that the template was saved.

The template stores the active storyboard: each scene’s timing, shot details, notes and style direction, the members assigned to it, and the project’s aspect ratio. Earlier storyboard versions and generated clips are left out.

Each save makes a new template. Saving twice gives you two, so delete the extra one if that was not what you meant. The new template is listed on the Videos page under the Templates tab, as well as on the main Templates page.

Build a template from scratch

Choose New Template on the Templates page. If you don’t see that button, your role can’t create templates, so ask whoever manages your workspace.

Type starts on Social recipe. Choose the type first, because switching it replaces the settings below. You can’t change the type after you save.

Social recipe: see build your own social recipe.
Campaign: a dated timeline of posts, covered below.
Video: you can set a name, description and category, and that is all. There is no scene editor here, so a video template made this way has no scenes. Saving from a storyboard is the better route.

Template Name is the only field you have to fill in. Save stays disabled until you do. Saving returns you to the list with a Template Created message.

Campaign template settings

Category gives you a ready-made timeline to adjust: Release Campaign, Drip Campaign, Spotlight, Anniversary or Seasonal.

Changing the category replaces every slot with that category’s defaults, and any slots you have edited are lost. Pick the category before you start changing slots.

Under Campaign timeline:

Duration (weeks) sets the length of the campaign.
Schedule relative to sets whether the campaign page calls its date Release date or Start date. Slots always count from the date you enter there.
Add slot adds a post. You can move a slot up or down, or delete it.

Each slot has:

Days from anchor: negative numbers fall before the date, 0 is the day itself, positive numbers fall after.
Slot name and Description.
Video style, such as Teaser or Countdown.
Platforms: the editor offers Instagram. If a slot lists more than one platform, its post is created for the first.

A campaign template needs at least one slot. Without one you will see Add at least one campaign slot before saving.

Edit a template

Choose Edit on the template. Nothing is saved until you choose Save. If you leave with changes, including through the sidebar, SongPilot asks Discard unsaved changes? and you can choose Discard changes or Keep editing.

What an edit changes

Templates are copied when they are used, so most edits only affect what you start afterwards.

Video projects keep the scenes they got when they were created.
Campaign templates become dated posts when the campaign is created, and those posts do not follow later edits.
Recipes are the partial exception. Slots already on a campaign’s timeline mostly keep the plan they were created with. Raising the clip count by two or more also adds clips to slots not yet made, which raises what they cost, and a slot with no caption uses the recipe’s current one. Slots the campaign adds later, as its schedule rolls forward, use the recipe as it is at that point.

Video templates saved from a storyboard

The editor lists their scenes, read-only, with each scene’s length and notes. You can change the name, description and category here.

To change the scenes, start a project from the template, edit its storyboard, then save that as a new template.

Starter recipes

Starters are read-only. Opening one shows a Starter recipe notice, with the fields disabled and Duplicate as the only action. Go by the fields below it for each starter’s settings.

Duplicate a template

Use the copy icon on a row, or Duplicate in a card’s menu. The copy is named after the original with (Copy) on the end, belongs to your workspace, and opens in the editor so you can rename and change it.

Inside the editor, Duplicate appears only on starters. To copy one of your own templates, go back to the list.

Duplicating uses no credits, and later changes to the original don’t reach the copy.

Templates you save from these screens stay private to your workspace. Duplicating a public template from another workspace gives you your own private copy.

Delete a template

Use the trash icon on a row, or Delete in a card’s menu or in the editor, then confirm. Starter recipes can’t be deleted, so their delete control is disabled.

Video projects you already started keep their scenes after you delete the template they came from.

When a delete is refused

SongPilot won’t delete a template that a campaign is still using, which includes a finished campaign that has not been deleted.

You’ll see a message saying a campaign uses it. To remove it, delete the campaigns that use it first. If you want to keep those campaigns, leave the template where it is and rename it so nobody picks it by accident.

Troubleshooting

Create Template on the Videos page opens a new video template. It has no scenes; to get a template with scenes, save from a storyboard.

If duplicate or delete does nothing and the template isn’t used by a campaign, your role may not allow it. Ask whoever manages your workspace to make the change.

If a template you can see won’t save, it may be a public template from another workspace, which only its owners can change. Duplicate it and edit your copy.

What to do next

Put a template to work with start a video or campaign from a template.

Save and manage your templates