The Template Library is a collection of libraries with templates for specific products (email, funnels, etc). Agency Admins can add custom templates to the library(s).
More Tutorials From the Community
https://www.youtube.com/watch?v=2maiOckHb4E
https://www.youtube.com/watch?v=gF2E0cIx_ok
https://www.youtube.com/watch?v=ChDcDiQ5JG0
TABLE OF CONTENTS
Custom Templates Setup
Template Library Permissions
- To add templates to the Template Library the agency must be on the $497/mo Pro plan. - Template Library must be toggled on in Agency Account > Settings > Company > Template Library for Clients
- Users must have Agency Admin permissions to upload templates.
Add a Custom Template
Step 1: Navigate to the correct Product
The Template Library is one function but to reduce confusion the Template Library only shows items from one Product at a time.
Marketing Products
If you want to add a Social Planner post as a template, navigate to Marketing > Social Planner > Content tab > CSV tab. Click on the 3-dot action menu next to the item you want to turn into a template and click Upload to social templates.
For Email Templates, which are also called Templates (so they’re Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates.
Automation Products
If you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library.
Sites Products
If you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the one you want and click the 3-dot action menu and select “Upload to [product] templates”.
Step 2: Name and Categorize the Template
In the new modal titled “Upload to [product] templates” type a display name for the template and add it to a category. When you are satisfied, click Upload.
Step 3: Edit Template in Admin Mode
You will be taken to the admin mode to edit all of the library settings for the [product] template. You can edit:
- Name
- Category
- Preview
- Cover image: Upload a thumbnail or preview image to visually represent the template.
- Tags: Add searchable tags that help users quickly find your template (ex: New Years).
- Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
- Short Description: This is a quick summary that appears in the preview card of the Template Library.
- Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.
Step 4: Publish
Frequently Asked Questions