Template Configurations
Last updated: March 19, 20265 min readIntermediateAgency
Template configurations let you save banner designs, consent categories, and widget settings as reusable templates for faster client onboarding.
What Are Templates?
Templates save your widget configuration (banner design, consent categories, colors, text) as a preset that can be applied to new clients instantly.
1
Configure a client
Set up a client's banner, categories, and widget settings as you want them.
2
Save as template
Click 'Save as Template' in the widget settings.
3
Apply to new clients
When creating a new client, select the template to pre-fill all settings.
Applying Templates
Templates can be applied when creating a new client or from the client settings page. Applied templates can be further customized per client without affecting the original template.
Use templates to maintain brand consistency across clients. Update the template to push changes to all clients using it.
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