I was candidly resistant of Canva and other content “design” tools as they’re a tricky game. They have tremendous merit, but they also are not actual design tools.
However, Canva is an incredible content management tool, and ideal way to bridge content sharing between designer and client, brand, or media manager.
In looking at Canva from a different angle, and embracing it as an ideal way to share designed collateral with clients, it has been a boon to some incredible opportunities working with fabulous entrepreneurs, brands, and start-ups.
How I approach Canva, is by designing and creating all collateral in either Illustrator or Photoshop. Where Canva comes in, is that I import my design work, and set up designed templates for clients to save, post, and modify for future use.
Canva is also an ideal app for clients as they save all the color work, font selection, logo design, and such, in their “brand kits” on the app. Making it truly an ideal branded content management tool.
One thing I have found in communicating, or Canva-versing, with clients, is the interface for some clients is not close to intuitive. I can empathize with this, as I have been full-time on the interwebs for a decade now, and have developed a proficiency with using apps earned through full-time problem solving.
Today’s post is created for clients, but I thought a wider audience would also find it helpful. It is a step-by-step guide of how to share Canva templates, access them, and save the templates shared with you.
I design and create the backgrounds of collateral in Illustrator or Photoshop, depending on the project needs.
I also create mock-ups in Illustrator for type setting and composition for collateral that requires copy. These mock-ups guide me in effectively composing templates in Canva. They also help me know what I can typeset in Canva, and what I need to import as a .png.
I save the background (and other needed) files as a high quality .pngs and import them into Canva.
After importing the backgrounds, setting up pages, and typesetting collateral, it is time to share the template with my client. Emailing the link is very straight forward, and I simply put the client email in the address field and click “send invites.”
This is what the email looks like for a client when a template is shared.
As a client, be sure you are logged into your correct Canva profile (if you have more than one team set up). Come back to the email, and click the “take a closer look” button.
A new tab is opened in your browser with the Canva templates that have been created for you.
The file will be stored in your “shared with you” folder. To move it to your “all your designs” folder, simply make a copy of the file (found under the “file” tab pictured above). You will now have the template in your designs folder to download, update copy as needed, or whatever your project needs necessitate.