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Templates

Table of contents

  1. Overview
  2. Conditional Slides
  3. Slide Looping
  4. Slide Libraries
  5. Default Naming for Generated Presentations
  6. Sub-Templates
  7. Scheduling Presentations
  8. Best Practices

Overview

Once you have created all your dynamic content, you are ready to upload your slides to create a template. Go to the Templates tab in the navbar and click on “New Template” button.

Input a name and description for the template and upload the PPT file or connect to the Google Slide document.

Once you click on Add template, Matik will scan the slides for all the tags and will match them with a piece of dynamic content (name in alt text is matched to the name of dynamic content). Click on the template that you just added and the page below will appear.

On this page you will see all the dynamic content and associated Inputs that are incorporated in the slides. A banner will appear above the dynamic contents and Input table indicating whether or not there are any discrepencies that need to be fixed. If Matik was not able to match a tag with a piece of dynamic content then there will be a red (!) icon in the slide and the dynamic content.

There are two reason for a discrepancy:

  • No Dyanmic Content Created: You forgot to create a piece of dynamic content of the tag in the slide.
  • Mismatch: The name of the dynamic content in the alt text of the slide does not match the name of the dynamic content in the Matik platform.

When you click on the “Test Presentation” button a form will appear with all the Inputs associated with the template. Populate each Input and click on “Apply Inputs”.

Conditional Slides

Conditional slides allow you to dynamically keep or remove slides based on specified criteria. After you have uploaded a template, hover over the slides and a gear icon will appear. Click on the icon and then select condition and the following window will appear.

Conditions are based on dynamic content (only text types will work). When you create a condition group you will select a piece of dynamic content and input the associated criteria. Matik currently supports the following operators: =, > , < , >= , <=, contains, does not contains, in, not in. You can add multiple criteria within a group, however, note that this is treated as an AND statement and both conditions will have to be met in order for the slide to be kept.

If you add another condition group, then both condition groups have to evaluate true in order for the slide to be kept.

Slide Looping

Similar to bulk generation, slide looping bulk generates slides within templates.

First, click on the slides you want to repeat for different input values. Note that the “Loop Slides” button will not appear unless you’ve selected every slide that’s tied to the Input you want to loop on. When you’ve done that, click the “Loop Slides” button.

A pop up will appear, prompting you to select the Input you want the slides to repeat on. In the example below, the selected input is “quarter_date.”

This means that when End Users generate this presentation, they will have the option to select as many different quarter dates as they want. Instead of generating multiple different presentations with different quarter date slides, Matik will generate a presentation and clone the selected looped slides, so that all selected quarter dates are reflected in the finished presentation.

Slide Libraries

You can add a template to a slide library by clicking on “Publish as Library.” Once published, slides will be available to be added to other templates by clicking the plus sign between slides in existing templates. This functionality also exists for End Users who are generating a presentation from a template in Matik.

Default Naming for Generated Presentations

If you have Edit Access to a template, you can set up a default naming structure for the presentations generated from that template (e.g., (templateName) - (timeStamp) - (plainText)).

This will apply to all future presentations generated from this template.

From within the template, click on the template name, select “Set Name for generated presentations,” and set up your default naming structure. You can add naming elements, adjust the order of each element, and preview the naming structure. When you’re done, don’t forget to press Save!

Sub-Templates

Once you have added other slides to your template, or selected/deselected your desired slides, you can save that new, updated template as a “Sub-Template” for future use. (Admins must first enable this feature for End Users in their Enterprise Settings.)

Scheduling Presentations

Schedule out your presentations for a future date of your choosing. Matik will automatically generate your presentations at the date you select, and send you an email when they are finished. Manage your scheduled presentations from the “Scheduled” tab if you need to make any changes.

Best Practices

We recommend having the design and narrative of the templates complete prior to uploading to Matik. Future dynamic content should contain mock data or placeholder text to later be replaced with tags. By having the template near complete before onboarding, minimal design changes will need to be done after tagging. The producers will also have a clear understanding of what data sources need connected and dynamic content needs to be created.

We also recommend speaker notes, which can also contain dyanmic content, so the End Users can easily understand how to best present each slide.

It’s also important that uses have read access to the template’s location. If you’re using Google Slides, we recommend following these steps:

  • Create Matik Templates folder
  • Create Production and Staging sub-folders
  • Give all end users “View” Access