Template Library of Social Planner

Modified on: Mon, 7 Apr, 2025 at 6:12 AM

We're thrilled to introduce a powerful new update to our Social Planner!
You can now kickstart your posts using the Template Library—a collection of professionally designed, ready-to-use social media templates.

And that’s not all—Agency Owners can now add their favorite posts directly to the Template Library, making it easier than ever to reuse top-performing content!



Access Control:

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

3. Every user would have the access to start with predefined templates in the template library

Access granted to different roles -

Roles

To upload Templates

To start with Templates

Agency Admin

Yes (Only $497 Plan)

Yes

Agency User

No

Yes

Location Admin

No

Yes

Location User

No

Yes


Why do we need it?
Here’s why this new upload capability is essential:

  • Boost creativity: By sharing templates, users can inspire each other with fresh ideas and unique designs.
  • Expand options: More user-generated templates mean a wider variety of styles and formats for everyone to choose from.
  • Save time: Accessing templates from others can help users plan and create content faster.
  • Build community: Encourage collaboration and engagement within the user base through shared resources.
  • Stay updated: Keep the library dynamic and relevant with continuously updated user contributions.


Steps to Use Template Library in Social Planner


  1. Click on "New Posts"

    • Navigate to the Social Planner dashboard.

    • Click the "New Posts" button to start creating a new social media post.

  2. Choose "Social Planner Templates"

    • In the options presented, select "Social Planner Templates" to browse through the available post templates. 

  3. Select a Template

    • Browse the template library and choose a template that suits your needs.

  4. Click "Continue"

    • After selecting a template, click the "Continue" button to move to the next step.

  5. Click on "Select Socials"

    • Click on "Review & Schedule" to proceed with scheduling your post.

  6. Add Schedule Details & Click "Schedule"

    • Set the date, time, and channels where you want the post to be published.

    • Click on the "Schedule" button to save your scheduling preferences.

  7. Click on "Review & Schedule" 

    • After a brief moment, the interface will refresh and show the "Review & Schedule" button. 

    • Click it to review the entire post details one more time.

  8. Make Any Final Edits

    • You can edit text, media, or settings as needed in this final review.

  9. Click on "Import" to Proceed

    • Once satisfied with all details, click "Import" to finalize and add the post to your planner.

  


Steps to upload templates -

1.  Go to Social Planner
2. Go to CSV tab or Template Library tab under content
3. In three dot, there will option to upload to Template Library
4. Add the name of Template and select one category
5. It will redirect to Template Library Admin mode
- you can now add cover photo
- you can now add tags, edit name and select category
- Give brief description about the template
- Add predefined requirements to use like Integrate strip to use one step order form in Funnels
- Add Featured Tags to make your templates unique.
6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits.
SubAccount View of Template Library - 
Agency View of Template Library -



IMPORTANT
1. Who can add templates/edit templates details in the Template Library?
It allows Agency admin to add the templates from any sub-accounts and manage them.


2. Is adding of Template available on all plans?*
It is available on $497 Plan and above to add their own templates to Template Library


3. If there are any updates in template added to template library, how does it handle?
-  When the template is in draft stage, it will keep the updated record all the elements and keep it up-to date
- When the template is public, it will not update the templated with new elements.


4.Can we hide/edit Templates already present in Template Library?
Yes you can now hide the templates added by the GHL team. The Agency Admin can click on hide to remove the location view of the templates. 


 

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