Watch a video here or read the steps below:
There are two ways to create a template in trumpet. Templates offer a standardized starting point, reducing manual adjustments and ensuring consistency across projects. By minimizing the need to manually change elements such as names and logos, templates save time and help in maintaining uniformity throughout your pods.
1 - Create a template from a Pod that already exists
Go to the edit screen of any Pod that you would like to convert into a template.
Click on the Settings cog wheel button.
Then click Save as Template.
The Save as Template button will open up a box to complete the details such as Template name & description.
Fill out the following boxes to assign to your template, Tags should be used to define the template such as 'Sales', 'Cold Outreach', 'Minimal design'.
Use cases should be assigned such as 'Sales'.
The Team section should be assigned correctly so that members of your team can access and share the template.
This also applies if you are creating a template from scratch below. To further enhance template functionality, synced widgets can be used to synchronize updates across all pods created using the template. This reduces redundancy and ensures that any changes to synced widgets in the template will automatically reflect in future pods.
2 - Create a template from scratch
Navigate directly to the templates section here https://trumpet.app/pods/new
Click the '+ New' button.
Then simply give your template a name and description, and define which teams can use it.
Best Practices for Templates and Synced Widgets
Plan Templates Effectively: Identify common elements to incorporate into templates.
Sync Widgets Early: Convert dynamic content into synced widgets before creating pods.
Test Templates Before Use: Verify alignment with project goals before deployment.
Communicate with Team: Ensure team members are aware of how to use updated templates and synced widgets.
Syncing Widgets for Consistent Updates
Synced widgets enable centralised management of pod components. When you update a synced widget in a template, all pods created from that template after syncing will automatically reflect the changes. However, changes won’t propagate to existing pods. To utilize this feature, ensure widgets are synced before creating new pods.