The Template Library feature in the CRM is a collection of designer-made templates that users can use to create websites, funnels, social media posts, and email campaigns. The templates come with high-quality stock images and content, which users can freely use to save time and effort in creating their designs.
Covered in this Article
What is the Template Library Feature?
Who is the Template Library feature helpful for?
Benefits of the Template Library feature:
How can the Template Library be enabled and accessed?
How to access the Template Library in Funnels and Websites?
How to access the Template Library in the Social Planner?
How to access the Template Library in the Email Builder?
FAQ
When will the template library allow the agency to add its template?
Do we get charged for Template Library?
When will the template library come to Workflow, Forms, Survey, and Blogs?
What is the Template Library Feature?
The Template Library in the CRM provides users with pre-designed templates for various marketing materials such as websites, funnels, social media posts, and email campaigns. Users can access the Template Library from their sub-accounts, and agencies can enable or disable it in their Agency Settings. Users can filter the templates based on their business needs and select the ones they like to create their designs. The Template Library is a free feature, and there are plans to allow agencies to add their templates.
Who is the Template Library feature helpful for?
The Template Library feature is helpful for anyone who wants to create marketing materials such as websites, funnels, social media posts, and email campaigns but lacks design skills or time to create them from scratch. The feature is handy for: make
- Small business owners who want to create professional-looking marketing materials without hiring a designer or spending too much time on design.
- Marketing agencies who want to save time and effort by using pre-designed templates for their client's projects.
- Freelancers who want to offer marketing services to their clients but don't have the design skills or resources to create custom designs.
- Marketing teams in large companies who want to streamline their design process and create consistent-looking marketing materials.
Benefits of the Template Library feature:
There are several benefits of using the Template Library feature in the CRM:
- Saves Time and Effort: The pre-designed templates in the Template Library help users save time and effort in creating marketing materials. Users don't have to start from scratch or spend hours designing templates.
- High-Quality Designs: The templates in the library come with high-quality stock images and content that users can freely use to create professional-looking marketing materials. This helps users create a consistent and polished brand image.
- User-Friendly: The Template Library feature is user-friendly and easy to use. Users can filter templates based on their business needs and preview each template before selecting it.
- Customizable: While the templates provide a good base for creating marketing materials, users can still customize them to suit their needs. They can change the images, colors, and content to create a unique design that fits their brand.
- Cost-Effective: Creating custom designs or hiring a designer can be expensive. The Template Library feature offers users a cost-effective alternative to creating high-quality marketing materials.
- Accessible: The Template Library feature is available to everyone without additional fees or subscriptions. This makes it accessible to small business owners, freelancers, and marketers who may not have a large budget for design.
How can the Template Library be enabled and accessed?
The template library is available for subaccounts; Agency has to enable or disable the Template library by visiting Agency Settings > Company > Scroll to the right for Template Library and Toggle on Make Templates visible to clients.
Please Note:
Agency Admin: Can see all templates
Agency User: Can see all templates
Location Admin/User: If the Template library flag is enabled for an Agency then All templates should be visible and if it disabled only system level templates should be visible.
Please Note:
Any new agency joining after the release date of this feature 4/4/2023, will get template library enabled by default.Any agency already using the CRM, will get template library disabled by default and user can decide to enable for locations to use.
How to access the Template Library in Funnels and Websites?
Go to Sub-Account
Head to Sites> Funnels (It works the same way for websites) >Click on "New Funnel" to create a Funnel; it will show the option to build from the template library and start from scratch. the
Click on Go to Template Library.
The templates with the category, tags, and search options will be shown in the modal window. The user can filter the template based on their business need.
Once you click the option to view more, it will show the template preview and information about the template on how to use it, prerequisites, and category.
If the template is a good base for creating, the user can click "Continue" to use the template.
It will then show you a checkbox with a disclaimer in it. Mark the Check box and then click on Get This Template:
Please Note:
When Sub-Account Admins/Users see the disclaimer they will see the Company Name of the Whitelabelled Agency instead of Highlevel
How to access the Template Library in the Social Planner?
Go to the Sub-Account
Click on Marketing>Social Planner>New Post>Choose Social Planner Templates.
Please Note:
Each Template will have 25 posts according to the sizes for socials. Once you click the option to "Select," it will show the preview of the template and the number of posts in the calendar.
If the template is a good base for creating, the user can click "Continue" to use the template.
Please Note:
When Sub-Account Admins/Users see the disclaimer they will see the Company Name of the Whitelabelled Agency instead of Highlevel
Once the template is added in the CSV tab, the user has to select the socials and time to schedule the post.
Once the social is selected, it will ask the user to "Review and Schedule" to import the post to the calendar. These steps act as a validator for changing any content or date scheduling or removing any errors.
How to access the Template Library in the Email Builder?
Go to the Sub-Account
Head over to Marketing>Emails> Templates>Click on "New" to create an Email Template; It will show the option to create from a template library, other campaigns, import from other products, and start from scratch.
Click on the Template Library option.
Please Note:
Template library has the general category and tags
System Template - Templates which are for membership, social planner, affiliate manager
The templates will show the category, tags, and search options in the modal window. The user can filter the template based on their business need. Once you click the option to " Select," it will show the template preview and information about the template on how to use it, prerequisites, and category. it
If the template is a good base for creating, users can click "Continue" to use the template. the
Please Note:
When Sub-Account Admins/Users see the disclaimer they will see the Company Name of the Whitelabelled Agency instead of Highlevel
FAQ
When will the template library allow the agency to add its template?
Our goal is to allow agencies to build and create their own template library.
Do we get charged for Template Library?
No, the Template library is available for everyone without any payments.
When will the template library come to Workflow, Forms, Survey, and Blogs?
We are looking for more feedback and votes to prioritize them in the correct order.