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When to use a Brand Book, a Saved Order, or Channel Branding

A decision guide for picking the right branding setting in MarketScale, plus the two mistakes that send edits back to Needs Info.

Three different settings in MarketScale control three different layers of your branding. Picking the wrong one is one of the most common reasons edits come back off-brand or get stuck in Needs Info. This article will help you understand what each one is for, so your editor can nail it on the first try and you can post your content faster.

What each setting controls

Brand Book. Controls how finished video content looks. Logos, colors, fonts, intros, outros, templates, music style, voice and tone notes. Lives at Profile picture > Admin Actions > Brand Books and Saved Orders.

Saved Order. A locked, reusable style built from a real approved project. Same format every time, no exceptions. The fonts, graphics, intro, outro, and project files are all pre-loaded. You add a short content note per episode (guest name, episode title, lower third info) and that's it.

Think of a Saved Order like reordering the same thing at your favorite restaurant. If you're always getting a the same meal, you just tell them you want the usual. That's what Saved Orders are: a saved style that saves you time when you want the same treatment.

Channel Branding. Controls public-facing surfaces tied to your Channel: public request form logos, Amplify pages, Engage pages. Lives at Channel > Channel settings > Channel Branding.

The one-question decision

Do I want this video to look exactly like a specific approved video, every single time, no exceptions?

  • Yes → Saved Order.

  • No, or I want to customize anything → Brand Book, then Request Edit using that Brand Book.

  • If the question is about a logo on a public form, it's neither. That's Channel Branding.

Real scenarios

Situation

Use this

Weekly podcast, same format every episode

Saved Order

New client, first video, no history

Brand Book

You always link the same example video and ask for the same result

Saved Order

You picked a Saved Order and want to add custom links and instructions

Start a new Edit Request with a Brand Book

One-off event recap or sizzle reel

Brand Book

Same recurring format but a different intro this time

Brand Book

Logo on the public request form looks wrong

Channel Branding

Different color palette for one specific video

Brand Book and Edit Request

Repeating the same edit type for the tenth time

Build a Saved Order

The two most common mistakes

We see these missteps all the time but they're easy to get ahead of if you know the pitfalls:

Mistake 1: Treating a Saved Order like a custom starting point.

Selecting a Saved Order and then stacking custom links, branding notes, or instructions on top defeats the entire purpose. The order gets flagged, moves to Needs Info, and may be rejected. If you want anything custom, use a Brand Book and a fresh Edit Request.

Mistake 2: Reusing a Brand Book and Edit Request for the same repeatable format.

If you're linking the same example every week and asking for the same result, build a Saved Order. You'll skip the rebrief every cycle and get a faster turnaround.

Pro tip from the coaches: Treat the Saved Order standing notes field like a Post-it. Episode title, guest name, lower third info. That's it. Anything longer than a Post-it and you actually want a Brand Book and a fresh Edit Request.

Quick reference: where each thing lives

Content type

Brand Book

Edit Request

Saved Order

Channel Branding

Logos for finished video

Logo on public request form

Hex codes and brand colors

Font files and weight specs

Intro and outro files

Standing format with project files

Episode title or guest name

✅ standing notes

Custom feedback or instructions per video

B roll links

Due date

✅ Additional Notes

Amplify or Engage page logo

Watch the walkthroughs

Check out these tutorials on the difference between Brand Books and Saved Orders.

Brand Book vs. Saved Order: Know the difference


Saved Orders 101: How to scale edits with them

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