Access Your Favorite Templates with the Favorites Feature

Modified on: Wed, 28 May, 2025 at 9:00 AM

This article will show you how to quickly access your most-used templates in HighLevel using the Favorites feature. By marking templates as favorites, you can streamline your workflow and maintain consistency across your campaigns.


TABLE OF CONTENTS






What is the Favorites Feature?


Streamline Template Access for Better Workflow


The Favorites feature in HighLevel’s Template Library allows you to mark frequently used templates—such as email, funnel, website, or social planner templates—with a star. This makes it simple to locate and reuse them quickly without searching through your entire library each time.


Key Benefits of the Favorites Feature


Enhance Efficiency and Stay Organized

  • Instant Access – Retrieve your most-used templates in just a few clicks.

  • Simplified Navigation – Avoid browsing large libraries each time you build a campaign.

  • Consistency – Reuse templates you know work, helping keep your messaging uniform.

  • Time-Saving – Speed up your workflow by reducing time spent searching.

  • Custom Workflow – Build a personalized template toolkit by curating your favorite items.

  • User-Specific Favorites – Favorites are tied to your user profile, allowing personalized access.


How to Mark Templates as Favorites


Quickly Star Templates for Easy Access Later

  1. Go to the Template Library

    Navigate to the type of template you want to favorite (e.g., Email, Funnel, Website, or Social Planner templates).

  2. Find the Template

    Scroll or search to find the specific template you’d like to favorite.

  3. Click the Star Icon

    Hover over the template and click the star icon in the upper-right corner. The star will turn solid, indicating it’s been added to your favorites.

  4. Done!

    That template is now stored in your favorites list for fast retrieval.


Accessing Your Favorite Templates


Use the Favorites Filter to See Only Starred Templates

  1. Return to the Template Library

    Go back to the relevant template section.

  2. Open the Filter Menu

    Look for the filtering options—usually found near the top of the template list.

  3. Select “Favorites”

    Click the Favorites filter to instantly view only your favorited templates.

  4. Use or Edit Your Favorites

    Click into any favorite template to begin editing or deploying it.

Best Practices for Using Favorites


Maximize Productivity with These Tips

  • Keep Favorites Current – Regularly review and update your list to reflect templates you use most often.

  • Combine Favorites with Tags – Use tags and categories to organize your templates further.

  • Limit Favorites for Speed – Don’t overload your favorites list—keep it concise for faster access.

  • Remove Old Templates – If a favorite is no longer useful, unstar it to keep your list fresh.


How to Use It

  • Choose to create from template library
  • Hover over a template and click the star icon to mark it as a favourite.

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  • You can also do this from the preview screen.

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  • To remove from favorites, click the star again.
  • Access your favourites from the Favourites filter on the left panel.


Frequently Asked Questions


Q: Can I favorite templates from any category?

Yes, the Favorites feature works across multiple template types including Email, Funnel, Website, and Social Planner templates.


Q: How do I remove a template from Favorites?

Click the solid star icon on the template to unmark it. The star will return to its outlined state and it will be removed from your favorites list.


Q: Will my team members see my favorites?

No. Favorites are unique to each user profile. They are not shared across teams or sub-accounts.


Q: Is there a limit to how many templates I can favorite?

There’s no hard limit, but it’s recommended to keep your favorites list manageable for efficiency.


Q: Can I filter favorites by template type?

Yes. You can view favorites within each template section separately by selecting the type (e.g., Funnel Templates) and applying the Favorites filter.

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