How to add your own template to the Template Library in the $97, $297 and $497 plans?

Modified on: Fri, 1 Dec, 2023 at 4:58 AM

Introducing our latest enhancement: the power to personalize your experience! With our new feature, users can now seamlessly upload their own templates, unlocking a world of customization and efficiency. Say goodbye to one-size-fits-all templates and hello to tailored solutions that align perfectly with your needs. Embrace the freedom to shape your templates and elevate your workflow. 

Welcome to a more customised and user-centric experience!


Important Notes

1. Only the Agency admin can view the admin panel and can have access to upload templates to the Template Library

2. Only $497 plan provides access to admin panel and the access to upload templates

Access granted to different roles -

Roles

To upload Templates

Access to Library

Agency Admin

Yes

Yes

Agency User

No

No

Location Admin

No

No

Location User

No

No



How to add templates for $97 and $297 plan?

Option 1:  1. Go to the template (Email, Funnel, Forms, Surveys, Websites, Social Planner)

                 2. Click on the three dots in the list view and choose Upload to the Template Library



                3. The workflow to upgrade triggers. Click on Upgrade Now to continue.

                 4. Update your plan in the billing area to $497 to continue

Option 2:  1. Go to the Template Library section at the main page

                  2. Click on it to trigger the upgrade workflow

                  3. The workflow to upgrade triggers. Click on Upgrade Now to continue.


                   4. Update your plan in the billing area to $497 to continue


When you are on a $497 plan, please continue with the steps on the link to ensure you can upload templates in the template library. 

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