Navigating the Template Library

Templates play a crucial role in streamlining workflows, ensuring consistency, and saving time when managing funnels, websites, emails, and other essential assets in your CRM. Whether you're setting up pre-built resources for Sub-Accounts or organizing your template library, understanding how to enable, sort, filter, and customize these templates is key to maintaining an efficient system.

This guide walks you through every step of managing the Template Library and how to add them to Sub-Accounts.

To begin, it's essential to navigate to the correct area within your CRM account. Ensure you're in the main agency account, identifiable by the "Agency Dashboard" label at the top.

Enabling Template Library Functionality

Before adding your templates, you must ensure the template library feature is enabled. On the left sidebar, click on "Settings" and then select “Company.” Under the "Basic Details" tab, scroll down and look for the "Template Library for Clients" option and toggle it on.

Accessing the Template Library

After enabling the "Template Library for Clients" option, exit the Settings section and go to the main Agency interface, find and click on the Template Library option on the left sidebar. Here, you'll see various pre-built templates, including those for funnels, websites, emails, and more.

Create Template

To create a new template from scratch, click the "Create Template" button in the Template Library. Select the Sub-Account to create from, Select a Product Type, Choose the Template, and click Continue.

After adding all the necessary information and details to your template:

1. Save as Draft: If you're not ready to publish, you can save your work as a draft to review or edit later.
2. Publish Template: Once satisfied with your template, you can publish it. This action moves the template to your template library, making it accessible to Sub-Accounts.

Sort Templates By Category

Sorting templates helps you quickly find what you need. You can categorize templates based on their purpose, such as:

• Funnels
• Websites
• Stores
• Emails
• Social Planner
• Forms and Surveys
• Ad Manager
• Documents Contracts
• Dashboards

Once categorized, templates can be easily retrieved based on their assigned category.

Filtering TemplatesYou can use the filters to avoid wasting time when looking for templates. This feature will help you quickly differentiate between generic system templates, which you can access in All Templates.

Or the ones you have created or added yourself, which you'll find in My templates.

You can also limit the visibility of said templates for your Sub-Accounts by hiding the templates. Hover over the template you decide on and click the Hide button to make it unavailable. 

To filter all the Hidden Templates to one view, scroll down to Status and tick the “Hidden” option. Ror quick access if you decide to enable it later by clicking Show.

📌NOTE: The hiding function is not limited to individual templates; you can remove whole template categories by accessing the settings.

Search

The search function allows you to find templates quickly by entering keywords related to their name, category, or type.

Sorting the Templates

You can sort the templates based on popularity or novelty. To do so, click the drop-down menu in the right-hand corner and seamlessly switch between the two. These filters and sorting work in conjunction with the Categories so you can get the most from your search.

Settings

Click the gear icon to access the settings section.

Here, you can customize the template library to better fit your brand. You can also select the layout for the templates and which categories are available to your Sub-Accounts.

Customize For Sub-Accounts

Here, you can select the product you want to manage. Choose how templates should be displayed.

Click the dropdown to sort out the different template categories.

• View Preferences: To change the layout, select the product you want to manage and then how you want the items to show.

• Categories: To hide certain categories, toggle the button on; this will remove all the templates for that category in that product. If you hide a category in Funnels, it will still be visible on Websites. When you hide a category, you will see it highlighted in your template library, but it will not be available to any Sub-Account.

• Tags: You can also categorize templates using tags to improve searchability.

• Types: You can create different types of templates that can be labeled according to your business preference.

Adding Templates To The Library

The CRM allows you to add templates for different purposes. Here's how to proceed with each type:

Funnels 

Navigate to the funnel you wish to add. Click the three dots for more options and select "Upload to Funnel Templates." You'll be prompted to name the funnel, choose a category, and upload it. Remember, uploading a funnel will include all its pages.

Websites

Similar to funnels, find the website you want to add, click the three dots, and select “Upload Website Template.”

Forms and Surveys 

For forms and surveys, navigate to the specific form or survey you wish to template, click the three dots, and choose "Upload Form Template" or "Upload Survey Template," respectively.

Managing templates within your CRM helps create an organized, efficient workflow for both agency admins and Sub-Accounts. By enabling the Template Library, sorting and filtering templates, and customizing access settings, you can ensure that the right templates are always available when needed. 

Troubleshooting and FAQs

Q: I can't find the template library option. What should I do? 

• Ensure you're in the agency dashboard and have the necessary admin permissions. If the problem persists, contact support.

Q: Can Sub-Accounts add templates to the library? 

• No, only agency admins can add templates to ensure consistency and control over the shared resources.