Smarter Workflows: Time Saving Social Media Templates | Rebecca Flaherty | Skillshare

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Smarter Workflows: Time Saving Social Media Templates

teacher avatar Rebecca Flaherty, Surface Pattern Artist & Content Creator

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Trailer

      2:28

    • 2.

      Overview & Class Project 1

      3:36

    • 3.

      Creating a Template

      14:43

    • 4.

      Bonus: Illustrator Template

      6:48

    • 5.

      Final Thoughts

      1:22

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About This Class

Tired of scrambling to create Instagram posts at the last minute? Wasting time finding and reopening old files to make images to share on social media? Wish you could easily apply your branding to all your Instagram posts for a cohesive look?

In this class I will teach you how to save time by creating reusable templates to showcase your patterns and illustrations on social media and also how to integrate it into your design workflow so that you have a constant stock of images ready to go. 

You’ll start by making your own template, with your branding elements that you can easily customise to suit the pattern or illustration you want to share. Then we will look at how to insert this step into your pattern or illustration process so that it becomes a habit and you won't have to feel like “social media content creation” is a thing you need to spend a whole day doing ever again!

This class is perfect for anyone who creates patterns or illustrations and shares them on Instagram.

Whether you are just getting started with a social media account for your business or have been creating content for Instagram so long you can remember the good old days of the brown camera icon, sepia filters and chronological feeds, this class has something for everyone! 

After taking this class you will be able to use what you have learned to create a whole set of templates for various social media platforms like Instagram, Pinterest or Facebook. You can then easily slide them into your workflow and save time by creating them all in one go while the illustrations or patterns are still open.

I'll be teaching you how to create your templates in both Photoshop and Illustrator, so whether you are a vector or raster artist, you will be able to easily integrate this into your workflow without having to switch software or export patterns or images.

This is a beginner class, based on the assumption that if you are already creating artwork in Photoshop and Illustrator that you want to share on social media, you will already be familiar with the basics that I'll be using in this class! If you have never used these programs before though, then I recommend taking some beginner classes for those to get yourself acquainted with the software. Or, you can take the examples and recreate them in whatever software you do are familiar with.

All you will need to take this class is Photoshop or Illustrator (although all of the principals apply and can be adapted to any software you use like Affinity or even Procreate) and a finished piece of your artwork like a pattern or illustration to drop into the template.

If you would like to see how I add the digital textured canvas effect to my Instagram posts, I have a whole class on creating those here!

Have fun and happy creating!

-Bekki xo

Meet Your Teacher

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Rebecca Flaherty

Surface Pattern Artist & Content Creator

Top Teacher

Hi, I'm Rebecca -- but most people call me Becca or Bekki!

I'm a self-taught illustrator, calligrapher, and surface pattern designer with a serious love for neat lines, knitting, and a good cup of coffee. I create playful, cosy, and colourful designs that pop up on everything from fabric to wall art -- you might've seen my work on Redbubble, Society6, Spoonflower, Mixtiles, or in collaborations with brands both big and small.

Over the years, I've had the joy of working with some amazing clients (including a few celebrities), and my work has been featured by Moet & Chandon, You & Your Wedding Magazine, Whimsical Wonderland Weddings,... See full profile

Level: Beginner

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Transcripts

1. Trailer: A solo artists and entrepreneurs. We have to wear all the hats now online businesses. And it can sometimes feel like we just don't have enough pairs of hands. Social media presence is everything these days. And it's a whole job in itself. And keeping up with content creation plus, well, actually making up, It's a bit of a juggle. But by integrating the two into artists workflow and having handy templates, setup and ready to go. It doesn't have to be a whole other job. I'm Becky flighty, UK Illustrator on my speciality is Surface Pattern Design. I've been working as a full-time artist, running my own online business since 2015. And in that time I've been constantly refining my crisis is to come up with my own methods and shortcuts be creating patterns and illustrations. I used to spend a whole day every month batch creating my social media posts. I soon realized this way of working wasn't really serving well. Although I'm a fan of batch working, I was wasting more time than I was saving by having to revisit old patterns and illustrations. But I had already finished. I now incorporate creating Instagram posts right into my workflow. And it's one of the first things I do after I create a new design. You're ready to go templates setup. I can quickly paste my new work into it, save opposed to my social media folder, and then forget all about it until I'm putting together my next set of posts. No more trawling through old files to find that one file I haven't shared on Instagram yet. In this class, I will teach you how to set up your own Instagram templates in both Photoshop and Illustrator. Whichever you use for creating your work, you have templates setup to easily drag and drop your work into. The templates can be easily customized to fit other social media platforms. We'll look at how to set up a simple brand logo or watermark on your work, but hide it in your main page grid, as well as easily color match it to fit each post. This is a beginner level class, but a little background knowledge of how to use either Photoshop or Illustrator is recommended. By the end of this class, you'll be able to set up your own time-saving templates for social media and create posts in seconds, ready to file away for later use. And never have to be scrambling around for something to post, ever again. Excited to get started. Let's go. 2. Overview & Class Project 1: Welcome to the class. I thought we could start by explaining how I integrate making social media posts into my workflow and how it saves me time. Before he integrated it into my workflow, I would set aside a whole day every month or so to batch create social media content. It would involve going through all my old files from last month, pulling patterns back into Photoshop or Illustrator to then make images with and then export them in one big batch. And although I am a fan of batch working, this wasn't really a time-saving method because I was spending so much time going trolling through old files I had done and dusted and put to bed. I made it my mission to integrate social media image production into my pattern workflow. So at the very moment when I had finished making a pattern, I would quickly use it to make a social media post with my template, put it away for a later day in a social media folder with everything in one place. And it was all there ready for when I needed it at a later date. So I'll show you now what that would look like in practice and just how quick it is to do this. So I have this pattern here, and let's say I've just finished creating this pattern. I've tested it, it works properly. I've made all my assets for society six, etc, and saved a copy for sending out to clients. So now I'm done with this pattern, but before I save it and archive it, I'm going to add it to my pattern swatches up here. I'm gonna go over here and open my Instagram template. Have a pattern layer setup here. So I can quickly add this pattern to my template. Now, these colors don't really go. So I can just double-click on this and select a color from the image to match it. Then double-click on this one for the text and pick out a color for the text as well. Then I can quickly press Command E to Export. And we'll call this one colorful clouds. And I'm going to save that over here in my social media folder. Press Enter, and that's done. I now have a social media post that took me like 20 s to do. So this is something I integrate into every pattern and every illustration. Once I finished it, I quickly make a social media post and then it's done, dusted, saved away in that social media folder from when I'm putting all my content together. So now hopefully you're convinced that this method will save you a lot of time. Your class project is to create your own template for any social media platform that you use at your branding or a watermark. And then drop a piece of your finished artwork into it. Save it as a low-res JPEG or PNG, and then share it with us in the project gallery. If you leave a note of your Instagram handle, I can share it to my stories, have fun, and get creative with those watermark designs. I can't wait to see what you come up with. We'll get started in the next lesson and I'll show you how I set up my template in Photoshop for adding my raster image patterns. And then I'll also quickly show you how you can create a template in Illustrator. If you're a vector-based artists. Because you don't want to be wasting time dragging patterns and templates from one software into another. I do recommend watching the Photoshop lesson, even if you only work in Illustrator. As that's where I'll be explaining the process and reasoning behind these things which apply to both pieces of software. If you only watch the illustrator video, then you'd be missing out on the main content of the class. 3. Creating a Template: So let's get started making our first template in Photoshop. We're going to start by creating a new file. At the moment, the recommended width for an Instagram post is 1080 pixels. I suggest Googling this for whatever the current sizes because they are constantly changing. And what is relevant this year may not be relevant next year. But today we'll go with 1080 pixels. So let's put 1080 in here and the white-box. Then for the height, I'm just going to leave this as it is, creating a vertical image here rather than a square one. And the reason I like to use a vertical image is two-fold. One, I like to take up more space on people's feed than I would with just a square image. But also I get to put my branding and logo on it, but then have it hidden on my grid. So when people look at my grid as an overall, they're just seeing the images. And I can hide the branding outside of that square crop. So I'm going to put the width at 10:18. As I said, I'm just going to leave the height as it is. I'm going to change the orientation to vertical. And I know the height that I need it to be, which is 1350 pixels. And that's a four to five ratio, which is the format that you're supposed to use for Instagram at the moment, if you're struggling with ratios and pixels and working out dimensions, don't worry, as long as you know the width, we can let Photoshop figure out the height. So just leave this number as something bigger than your width. The resolution, we want to be 72 pixels per inch. I want it to be RGB because it's for screens and this profile is what I'll leave it as. So at this point, I'm going to click on Create and create my document. Now, obviously, this is not the ratio we want for Instagram, but we can easily figure that out by using the crop tool over here. I'm going to click on this and you'll see here you have some presets. I think these ones might come with Photoshop and then these ones down here are ones that I've added in myself. But either way, you can click on ratio. And then up here you can enter in the ratio that you would like it to be. E.g. if I wanted, I can have it two to five. That would be very tall like this. So currently, as I said, the recommended ratio for a vertical image for Instagram is four to five. However, Instagram are always changing things uneven. Just recently I think they announced that their training support for 916 images, but for now it's four to five. So as I said, have a Google and see what the most recent recommendation is. So once you've set your ratio up here, you can press enter and then enter again to set that. And then if I press Command Option I, that will give me my image size. And we can see we have 1080 by 13 50. So that's how you would work out the ratio if you didn't know in advance the pixel dimensions that you needed. Let's press V for our move tool, and then we'll zoom in so that we can see the full screen. So the first thing that I like to do is have a background color that I can easily change. So I'm going to go down here to this little circle icon and click on that and choose a solid color fill. So I'm just going to leave it with that color for now and click on. Okay. And now that has put this color fill layer that we can change the color of easily with our swatches like this. And now I can go and delete this layer underneath. So the next thing that I like to do is to add some guidelines in. You need to make sure that you have Snap turned on, but your rulers are showing around the edge. You can enable those here. So I'm going to use the rectangular marquee tool and just click anywhere on this left side of the document. And holding down shift, drag out a square box. And then we're going to click inside the square and just move it up or down until you get it to snap into the middle of the document like that, and then you can release. And that means that the square is nice centered in our document. And then from the top here, I'm going to drag down a guide line and snap it to the top of that square. And then drag another one down and snap that onto the bottom. And then press Command D to de-select. Now the reason I like these guidelines is although I like to post a vertical image, they don't show this way in my Instagram grid. If you're looking at my profile page, instagram crops everything to a central square. So if I was posting something that had information that I want it to be easily viewable from that grid view. I need to make sure everything is inside these guidelines. Another reason that I like to have these guidelines is because when I put my watermark onto the post, I will not to be visible when viewed in my feed, but I want it to be hidden when it's on my grid. So you can see just the images. So I know that I can put anything down here below this guideline or up here above this glide line, and that will be hidden in my grid view. I'm also going to make a guideline at the bottom here for snapping by watermark to I'm just going to just drag around the outside of the document and then snap a guideline down at the bottom there. If you wanted your watermark up at the top, then you could also put one up there. So I'm gonna hit Command D to de-select. Then make my watermark. I'm going to use the rectangle tool over here. So I'm just going to click on that over there. It will snap to these two guidelines. And I'm going to drag a rectangle about that size. It doesn't have to be any specific measurement. So you can just release that when you have it in the right place. I think I want mine to have a rounded edge. So I'm going to click and drag the corners in here as far as they'll go. And then once I'm happy with the sizing and placement with that, if you wanted to make it longer or shorter, you can you can drag to the left and the right. Let's make that a little bigger. And then you can press Enter to set that. Because we have the same color as the background selected, you can't actually see anything. But if I click on the rectangle here, and then I go to my swatches, I can choose a color on that rectangle is neither color. I'm going to just zoom in and then edit this slightly. I think I want to make it just a smidge smaller than this guideline so that I can be sure that there's no chance of this being visible. So I'm going to press Command T, then just drag this down ever so slightly and let go of that. And then press Enter to set that. And then let's go back to a full screen view. So now we want to add a text layer with our name or Instagram handle. So I'm going to add a new layer down here above this rectangle. And I'm going to choose a different color over here because I want it to be visible over the top of this. So let's go for this brown color. Then. I'm going to use the text tool. The shortcut for that is tea. Then we're just going to click down here. And I think I'm just going to leave it and pretend my business name is Lorem Ipsum. So then we'll press Command T, and then we can just drag that across. And then if we zoom in, we can increase the size of this to fill this shape nicely. There we go. So once you're happy with the positioning of that transform, you can press return to set the transformation. And then we'll go back to our full-screen view. There we go. We've got our post with our watermark over the top. And now we can easily change the colors of these by clicking onto a layer and then choosing a different color for it. And on the text, if we've got that highlighted, we can choose a different color for that too. So that is our basic document templates setup. The next thing to do is add the layers that we can apply our patterns too. So I'm going to come above this color fill layer, and I'm going to create a new layer. I'm gonna come up here to my patterns panel. And I'm going to create a pattern fill layer on top. You'll find that when you paste patterns into here, because this image is really small and your patterns are likely 300 pixels per inch, there will be huge in here. You'll need to change the scale of them by double-clicking on this little thumbnail. And then you can change the percentage to something smaller. You can choose a different size for each image depending on what works best for each post. You may want something on a small scale or you may want something on a larger scale. I'm just going to leave this set at 20% for now and press Enter. So that is how you would drop a pattern into your template. When you're ready to save, you can use the shortcut for Quick Export. If you don't have Quick Export as PNG, yours might say Quick Export as JPEG. You can change that up here by going to Photoshop preferences export. And then you can change what the Quick Export format is. Here. I always choose PNG because it's a lossless format. Jpeg is also fine for social media. To save, the quickest way is to press Command E for that shortcut. And then I have a social media folder setup where anytime I make a pattern, I can quickly make this post and then dump it into there for using later. So I'll just call this flowers. Press Enter. And now that is done and saved for later use. So that's how I would use this template to quickly bring in a pattern and export for social media. So once you're at this stage, you can save your document and press Command S. And I will save this in my social media folder, and I'll call this one Instagram template. Then anytime that I make a new pattern, I can quickly go and open this document. I've got this pattern layer ready and set up. I can drop whichever pattern I've been working on into there. And then quickly export a copy of that pattern into my social media folder for when I need it at a later date. Then I'm not doubling back trying to make a load of new images of files that I've already done an archived ages ago. Now I'll show you how I were being a print design into this one. Let's hide this pattern layer down here. Then we've got this background layer behind. Let's open up an illustration that I've been working on recently. In this document. I've got a color fill layer. And then I have my illustration groups together here. And I'm going to copy this group. And then I'm gonna go over here into my Instagram template. I'm going to press Command Shift V, which pastes it in place. That will paste it in the middle of the document rather than off to the side. So we're going to press Command Shift V. I don't need all the layers intact for this post. So I'm going to merge this group by right-clicking and choosing Merge Group. Night. The same as importing a pattern here. If you're bringing a high res image into this file, is going to be too big. So press Command T and then go up here to your width box. Make sure you've got image constraint enabled. Then I'm going to press the Shift key and down until it's almost in the screen. And then just use the down arrow to bring it within these guidelines here. It's slightly easier with this one because it is mostly a square image. But if you had a portrait image, you want to make sure that most of the image was within these Squire Guidelines. When you're happy with the positioning of that, you can press Enter twice to set that transformation. For this post, I might want to change the background color. So I'm going to click on my color fill layer and go to my swatches. And then I can choose a different color and have a click around and see what looks best. I think probably I'm just going to leave it the same color it was in this illustration over here. And another thing I like to do is change the color of my logo or watermark to match the colors of the illustration. So I'm going to double-click on this rectangle here. And you can use the eyedropper tool to pull colors from the image. So I think I'm going to go for a yellow color for the background. Now for the text, if we double-click on this layer, it's actually just going to make the text editable like this. So let's press Escape to come off that. The way I actually like to change the color of my text is to create a new color fill layer above it. Choose a solid color fill. But we'll just leave it at this plain color for now and click Okay. And then if you hold down the Option key and hover between these two layers, that will clip this layer to what's below it on this layer. And now we can double-click on this and use the eyedropper to pull colors from the image. So if we wanted this light pink color or one of these nice whites from the daisies like this. We can do that. I think I'm probably just going to go for, Let's have a nice brown color for this one. And then click Okay, when you're done, then that is how I get my posts to look color matched. Then, as before, we can press Command E to quickly export this to our social media folder. And we can call this one hippie thoughts. And again, that is now quickly saved and put away for later. And it's so much easier to do that when you already have the document open. So that is basically how I create my social media posts using my Photoshop template. If you're not Photoshop artist and you use Illustrator to make all your artwork. I'm going to show you how to do that in Illustrator in the next video. 4. Bonus: Illustrator Template: I'm now going to show you how to use those same principles to create a template in Illustrator, which will suit you better if you make a vector art and vector patterns. We're going to create a new file, same as before. And this time we're creating an art board instead of a canvas. I'll just change the units to pixels. And I'm going to use the dimensions from before which were 1080 pixels by 13, 50. And then we'll change the raster effects to 72 pixels per inch. And then we can click on Create. So the same as we did in Photoshop. I'm going to start by creating a background layer. I'm going to use the rectangle tool. And I'm just going to drag out a rectangle which is the same size as the artboard. Now this has made me a white rectangle with a black stroke on it. So I'm going to press X to switch to the stroke color, and then I can take out that stroke. So we just have a white rectangle that has just a fill on it. I'm going to use any color for now for the background. To set up the guidelines in Illustrator, I'm going to use the rectangle tool to create a square. And I'm gonna make it 1080 by 1080. And then let's choose a different color for this so we can easily see it. Then I'm going to center this on my art board and then leave it selected. And then I want to go up to View, and I want to show rulers here. And then same as in Photoshop. I'm going to drag guidelines down and snap them to the edges of this box. And then we can click on that and delete it. And now we have these in place. I'm going to press Command zero for full screen. So the next job is to create a watermark. I think for this one, I'm going to choose something a little bit more intricate and use a flag kind of shape. So I'm going to use the rectangle tool to drag out a rectangle about that sort of size. And then I'm going to make a square shape by clicking and dragging and holding down the Shift key. Then I'm going to hover the cursor in the corner up here. And then holding down Shift, I'm going to rotate it 45 degrees like this. Then I'm going to select this object as well by holding down Shift and clicking onto it. Then I'm going to align them centrally like this. Then when I select them both, you can see we've got our flagship coming in there. So I'm gonna go to the Pathfinder tool and click on Divide. This is now a group. So I can double-click onto this and get into the group. And then just delete these excess parts there. And then we're left with this nice flat shape, which I can then easily snap to the edge of the document like this. So then again, we need to add our text. So let's use the text tool. And as before, we'll leave that as Lorem Ipsum are lovely company name again. And then we can hold down Shift and drag that to roughly the right size. Obviously, when you're doing this, you can play around with different fonts or logos and use the ones that fit your own branding. So I think we can change these to some nicer colors for now though, let's select the text, and I will come down here to my library and choose a nice color from here. We can use this pink color for the background and this nice brown color for the text. Then there we go. That's our basic documents setup. So I'm going to press Command S to save. And we'll put that also into my social media folder from before. We can call this one illustrator template. Now we can have a look at how we would use this document. So I've got a pattern here in this document that I've been working on. We need to do is press Command C to copy this square filled with the pattern, and then go into your template and press Command V to paste. And then that will be added to your swatches down here. So now you can just delete this one and we can click on this background and then use the swatch to fill it with our pattern. Then if you wanted to change the scale of that, you can press Command L and then uncheck Transform objects because we don't want us change the size of the box, we just want to change the pattern. And then you can just hold down Shift whilst pressing the up and down key. And scale this up and down as to how best would see your post. I'm just going to leave it like that for now. Now, there's a couple of different ways you could export this. You could either highlight everything, hold down Option, and drag it into the asset export panel, leave the settings at 72 PPI. And from there you can export it into your social media folder. You could also go to File, Export and Export for Screens, and then export it that way. Whichever you used to doing in your workflow is the best one for you to choose. If you wanted to share an image rather than a pattern, you can select this square and choose a background color for your image. And I have this image here in this document that I can use. So I'm going to copy that and then paste it into this document. Then we need to do is resize it to fit your template. I'm going to press Command G to group that. Then I can align it to the center of my document. Now these lines here are strokes and they haven't scaled up with a design because I didn't have that setting selected. So I'm just going to go in and change the width of those so that they are more appropriate for the size of this image. That is basically how you use the illustrator template. Just a case of dragging and dropping things in, adjusting them and then exporting them to your social media folder. 5. Final Thoughts: Thank you so much for taking this class. I really hope it's been useful for you and will help you save time when creating social media content. The templates we've made today can easily be customized and edited to sue other platforms like Facebook or Pinterest. We're not set up a template for each and have a separate folder in your social media file for each format. Don't forget to upload your templates to the project gallery or any work in progress shots, if you would like feedback or help from both myself or your fellow students. I'm available here by the Discussions tab to answer any questions you might have. You happy for me to share your photos on Instagram account. Then leave a note of your username so that I can tag you. If you'd like to know more about me or my work, then you can find me on Instagram at Becky flighty and on my website, Rebecca flighty.com. If you found this class useful, I would really appreciate it if you could leave a like and a quick review, because it really helps me be more visible on the platform and helps other students find this class to, of course, be sure to follow me here on Skillshare to get notified when I publish new classes just like this one. Thank you so much for watching. Stay creative and I will see you next time.